Tag Archives: Structured Notes

Applications of Structured Notes in the Current Market Environment (Ep. 58)



Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet?

No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio.

In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss how structured notes operate and their applications in the current market environment.

Sean and David discuss:

  • How structured notes can be customized to meet individual client needs
  • Creating downside protection without compromising upside potential using growth notes
  • How to make money in a down market using income notes
  • Tax implications of investing in structured notes
  • And more

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35. Structured Notes Simplified With Robert Sowinski



The interest rates for fixed income investments have reached historic lows. However, structured notes, which are somewhat unknown to many investors, can help you maintain returns through this environment.

In this episode, Kyle Malmstrom speaks with Robert Sowinski, managing director, structured products at Advisors Asset Management. Robert simplifies the complexities of structured notes and discusses how you can use them to boost your returns –– while accounting for the various investment risks involved.

Robert discusses:

  • An easy-to-follow explanation of how structured products operate
  • How you can cap your downside risk while maintaining a decent upside potential
  • The different timeframes and liquidity options available in structured notes
  • Why structured notes are becoming increasingly popular among retail investors
  • And more

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