What are Income Structured Notes?
Income structured notes are a type of investment product that can provide investors with an opportunity to earn a regular stream of income. These notes are designed to provide investors with a combination of fixed income and equity exposure, making them a popular choice for those looking to diversify their portfolios. Primary features of income […]
Weekly Market Update for April 14, 2023, from DeWayne Hall:
Weekly Market Update for April 14, 2023, from DeWayne Hall: Bear Market Rally Good, good, good, good vibrations… Fitting lyrics for our U.S. stock market by the eccentric genius Brian Wilson. Equities continue to thumb their nose at all the negative news surrounding us and climb the wall of worry. We think there may still […]
Know Your Terminology: The Difference Between Active and Passive Investment
Know Your Terminology: The Difference Between Active and Passive Investment Welcome to the third installment in our series on the jargon used by financial advisors and investment professionals. Now that we have covered the basics of investing and the two main types of investors, institutional and retail, let’s delve into the different approaches: active and […]
Weekly Market Update for April 7, 2023, from DeWayne Hall:
Weekly Market Update for April 7, 2023, from DeWayne Hall: Economic Headwinds After a nice bounce higher in March, U.S. stocks are taking a breather as we head into the holiday weekend. It’s a well-deserved pause and, so far, appears to be tame and orderly. Despite poor headlines, trader sentiment is strong, and risk-on is […]
Growth Structured Notes: An Overview
Growth Structured Notes: An Overview Growth structured notes are a kind of investment that lets you earn money based on the performance of an underlying asset, like a stock or a group of stocks. Each has different features that can affect how much money you can make and how risky it is. Rates impact earnings […]
Weekly Market Update for March 31, 2023, from DeWayne Hall:
Weekly Market Update for March 31, 2023, from DeWayne Hall: Quantitative Easing Believe it or not, U.S. stocks have taken a turn for the better. In spite of all the negative headlines the past month, equities are showing some strength. Yes, we know we’ve been saying the market is heading lower. And we still believe […]
Know Your Terminology: The Difference Between Institutional and Retail Investors
Know Your Terminology: The Difference Between Institutional and Retail Investors Welcome to the second edition of our series on the lingo used by financial advisors and investment professionals. Now that you understand the basic meanings of investing and trading and how they differ, let’s introduce the two main types of industry professionals: institutional and retail […]
Market Update: March 24, 2023
Weekly Market Update for March 24, 2023, from DeWayne Hall: Quantitative Tightening We have to say we’re kind of impressed with the resilience of the U.S. stock market this week. While our banking system has walked to the edge of the cliff the past two weeks, the great majority of stocks have refused to crater, […]
Know Your Terminology: The Difference Between Investing and Trading
Know Your Terminology: The Difference Between Investing and Trading If you want to become a sophisticated investor (or at least sound like one), you need to learn the language. It’s the lingo that matters, and you need to know and understand the basic language investment advisors and professional traders speak. Learning the language will not only help […]
Market Update: March 17, 2023
Weekly Market Update for March 17, 2023, from DeWayne Hall: It’s been a wild and woolly ride this week. After running the banking industry right to the edge of the cliff, it appears things have settled down…for now. Stocks were deeply oversold by just about every short-term measure and due a rebound, which it has. […]