Structured Notes for Growing and Preserving Generational Wealth [Video]

Advisors like Structured Notes for their ability to help define an investment’s outcome. Wealth manager, Jason Howell, CFP®, CPWA®, CSRIC®, discusses how he uses Structured Notes to produce and secure generational wealth. Jason’s unique approach to family governance is a level of service unavailable in big box brokerages. This wide ranging conversation covers a lot of ground, including what is family governance and why it matters. We also discuss how Structured Notes can help differentiate an advisor’s offering.

For more information on Jason, please check out https://www.jasonhowell.com/

Please note that 3rd party views, opinions, commentary, and materials presented herein does not reflect those of Halo Securities, LLC, its employees or affiliates.

0:00 Introduction
0:20 The case for relationship management, not performance
0:48 Jason Howell introduction
2:00 Introduction to Family Governance
3:51 Family Governance in practice
6:18 Family Governance as an operating system
8:04 From professionally skeptic to Note user
11:48 Structured Notes for family businesses
14:45 Conclusion
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Structured Notes can be a good investment if you understand how they work. At times, Structured Notes can have complex features and opaque fees. Halo helps explain risks and considerations investors should know to help make these investments more accessible.

See Halo’s Structured Notes 101 for the basics, including what are Structured Notes, where Structured Notes fit in a portfolio, and getting started with Structured Notes: https://haloinvesting.com/resources/structured-notes-101/

This infographic is another good Structured Note primer:
https://journal.haloinvesting.com/structured-notes-infographic/

To go deeper on how Structured Notes work, this guide can be a good Structured Note primer on how they’re made. It also explains different types of Structured Notes and what market environments they could be appropriate for:
https://journal.haloinvesting.com/types-of-structured-notes-and-how-theyre-used-in-portfolios/

For more on protective investing, check out the Halo Journal: https://journal.haloinvesting.com/

To get started with Halo and Structured Notes visit https://haloinvesting.com/.

Content and any tools discussed are provided for educational and information purposes only. Halo Investing makes no investment recommendations and does not provide financial, tax, or legal advice. Any structured product or financial security discussed is for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular product or service.

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