In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio, particularly as you prepare for and enter retirement.
Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement.
As you transition into retirement, generating a steady income stream from your portfolio becomes crucial. We discuss an alternative investment called structured income notes that offer several advantages:
Provides a stable income stream to support your retirement lifestyle
Offers downside market protection, reducing the impact of market volatility on your portfolio
Many of our clients use structured income notes to add stability and increase yield in their portfolios
In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of...
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...
In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of...