Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

The democratization of finance is centered around building tailored portfolios for each client. It’s said that annuities are like the Swiss Army knife of portfolio management: They can be used to help ...

With stock market volatility likely to remain high until the COVID-19 crisis ends, many investors, including physicians, are concerned about the unpredictability of portfolios’ performance. At the ...

When the European Central Bank signalled that its next likely rate move would be upwards, it triggered a sharp shift in interest rate expectations. The euro swaps yield curve dramatically inverted ...

As discussed in earlier columns, there are two types of structured-note products — those without a principal guarantee and those that guarantee the return of principal as a worst-case scenario.

The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial partner of Benzinga. Passive income, one of the most sought-after ...

Investors who want a trifecta of market exposure, decent upside and protection from losses might take a closer look at structured notes. These fixed income securities are a relatively new type of ...

If you have a “structured note” in any of your investment portfolios, please read this commentary. If you don’t, congratulations – you’ve avoided an opaque, illiquid, costly, and tax-inefficient ...

Fish and Fowl Today's column is something different. Rather than advance an argument, as this space customarily does, it describes an investment type: structured notes. Normally, I leave investment ...

Your article was successfully shared with the contacts you provided. In a previous blog entry I described the basic mechanics of structured note variable annuities (SNVAs). The products’ partial or ...

In my work forensically examining investment portfolios on behalf of endowments, foundations and pensions, I have observed an alarming trend. Increasingly, banks serving in a fiduciary capacity, such ...