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What are Structured Products?

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Konten disediakan oleh Pamela Engstrom and Global Wealth Advisors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Pamela Engstrom and Global Wealth Advisors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

If you’re wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of them, and the risks involved.

Find it Fast:

What are Structured Products00:00—Intro 01:15—The definition of structured products 06:27—Who does this make sense for and who should skip it? 07:52—What are the levels? 09:50—How do you buy them? 10:55—What are the risks and benefits?

Nostra-Thomas12:46—Are stocks at risk for a loss decade? 15:43—Political shakeups 17:15—What is the next crisis? 19:42—Is low volatility here to stay? 22:16—What is the current trading temperature?

Structured products are complex, illiquid investments whose returns may be based on the underlying price movements of a single security, a basket of securities, an index, a commodity, a debt issuance, and/or a foreign currency. Many economic and market factors will affect the value of structured products, and such factors may offset or magnify one another. Risk factors may include interest rate levels, implied volatility, and time remaining to maturity. Other risks may apply. Please carefully review the disclosure document or offering memorandum before investing.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about structured products, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube

  continue reading

91 episode

Artwork

What are Structured Products?

Your Money Momentum

16 subscribers

published

iconBagikan
 
Manage episode 428387785 series 2874417
Konten disediakan oleh Pamela Engstrom and Global Wealth Advisors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Pamela Engstrom and Global Wealth Advisors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

If you’re wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of them, and the risks involved.

Find it Fast:

What are Structured Products00:00—Intro 01:15—The definition of structured products 06:27—Who does this make sense for and who should skip it? 07:52—What are the levels? 09:50—How do you buy them? 10:55—What are the risks and benefits?

Nostra-Thomas12:46—Are stocks at risk for a loss decade? 15:43—Political shakeups 17:15—What is the next crisis? 19:42—Is low volatility here to stay? 22:16—What is the current trading temperature?

Structured products are complex, illiquid investments whose returns may be based on the underlying price movements of a single security, a basket of securities, an index, a commodity, a debt issuance, and/or a foreign currency. Many economic and market factors will affect the value of structured products, and such factors may offset or magnify one another. Risk factors may include interest rate levels, implied volatility, and time remaining to maturity. Other risks may apply. Please carefully review the disclosure document or offering memorandum before investing.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about structured products, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube

  continue reading

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