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Structured Notes - 13 Things You Need to Know Before Investing
Ever wondered what is a structured note? How do structured notes work? In this episode of the RetireWire Podcast, I cover those to topics and share structured note examples from companies like Goldman Sachs, Barclays, and JP Morgan.
Structured notes are a hybrid investment vehicle. They can have characteristics of bonds, stocks, or both! Most are tied to some equity index or basket of securities, and they all use derivative securities paired with a zero-coupon bond to accomplish a certain set of “bells and whistles”.
Different types of structured notes can have call features, leverage, downside buffers, and even FDIC insurance on your principal. There’s virtually no limit to the types of structured notes you will find.
Since structured notes are such a different and complex investment vehicle, I listed the 13 most important things to know in this webinar which I turned into a podcast. Most importantly, I spend a good deal of time on the pros and cons, risks and benefits of structured notes. Following that I discuss some good rules of thumb if you’re going to add structured notes to your retirement plan and portfolio.
For my full webinar with accompanying slides, please visit www.retirewire.com and type “structured notes” in the search bar at the top. Enjoy!
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By RetireWireEver wondered what is a structured note? How do structured notes work? In this episode of the RetireWire Podcast, I cover those to topics and share structured note examples from companies like Goldman Sachs, Barclays, and JP Morgan.
Structured notes are a hybrid investment vehicle. They can have characteristics of bonds, stocks, or both! Most are tied to some equity index or basket of securities, and they all use derivative securities paired with a zero-coupon bond to accomplish a certain set of “bells and whistles”.
Different types of structured notes can have call features, leverage, downside buffers, and even FDIC insurance on your principal. There’s virtually no limit to the types of structured notes you will find.
Since structured notes are such a different and complex investment vehicle, I listed the 13 most important things to know in this webinar which I turned into a podcast. Most importantly, I spend a good deal of time on the pros and cons, risks and benefits of structured notes. Following that I discuss some good rules of thumb if you’re going to add structured notes to your retirement plan and portfolio.
For my full webinar with accompanying slides, please visit www.retirewire.com and type “structured notes” in the search bar at the top. Enjoy!