David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...

One of my favorite advertising slogans from childhood was the Wendy’s “where’s the beef?” question regarding competitor (i.e., McDonalds and Burger King) hamburgers. I often hear a similar question ...

Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

Fish and Fowl Today's column is something different. Rather than advance an argument, as this space customarily does, it describes an investment type: structured notes. Normally, I leave investment ...

One of the fundamental truths about investing is that there is no such thing as a free lunch. An investment that promises higher returns is going to come with higher risks of losing money. And often, ...

It's not easy being a financial advisor these days, with fixed income portfolios yielding so little in this era of low interest rates. Shortly after the financial crisis began, when interest rates ...

Are Structured Notes the Right Investment for You? Are you considering investing in structured notes but aren’t sure where to start? The latest episode of the WealthBT should be on your must-listen ...

As the U.S. economy teeters on the brink of a recession, you may be wondering how you can create a retirement income portfolio that will stand the test of time. Like many other pre-retirees or ...

A STORM IS gathering in the US financial markets, and it could have serious implications for banks hoping to profit from the rapid uptake of structured note investments by American investors. The ...

Investors who want a trifecta of market exposure, decent upside and protection from losses might take a closer look at structured notes. These fixed income securities are a relatively new type of ...