Personal financial adviser explaining terms of contract to happy middle aged couple on tablet

Different Investment Strategies

Aug 5, 2022

Today Tim and Jeff are joined by Alex Bobbin, a senior investment analyst at Brookstone Capitol Management.

Here are just a handful of the things that we'll discuss:

  • The main topic is called a structured note, which is an alternative investment that combines a zero-coupon bond with an options package. They are positioned for investors primarily for income production
  • There are two versions with different call dates. But each follows a stock index that can pay from 7-14% with a lower degree of risk than traditional stock or bond investments
  • Risks involved include issuer risk involving the banks that issue these notes, market risk in case it drops more than thirty percent, liquidity risk and there is a cap on the percent of gain if the market index goes higher than that


What To Do in a Down Market

Get your complimentary copy of What To Do in a Down Market