How Structured Notes Can Reduce Risk In A Volatile Market The Savvy Doc podcast

How Structured Notes Can Reduce Risk In a Volatile Market

2y ago 12:32

Content provided by Savvy Doc Financial Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Savvy Doc Financial Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to Steve’s Stock Stories, Season 2, Episode 9 of the Savvy Doc Podcast

In this episode, Greg Carroll and Steve Wolff discuss structured notes.

So, if you want to potentially reduce downside exposure then tune into this episode.

In this episode, you'll discover:

What structured notes really are.
How they protect downside exposure.
What makes them structured.
How they work.
What buffers and barriers are.
What the biggest risks are.

About Us

Greg Carroll is an expert in risk management, retirement planning and customized investment solutions whose accomplishments include:

Over 36 years’ experience as a Financial Advisor
CERTIFIED FINANCIAL PLANNER™ Professional

More Information

Learn more about how you can improve your results investing while reducing downside exposure at https://savvydoc.com.

Thanks for Tuning In!

If you enjoyed this episode on structured notes, please share it with your friends.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for "Steve's Stock Stories!"

Thanks for listening!

Savvy Doc Financial Planners is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

40 episodes