Webinar: What are Structured Notes? скачать в хорошем качестве

Webinar: What are Structured Notes?

Structured notes, sometimes called callable yield notes or income notes, sound complex, but Financial Synergies' Heath Hightower and Mike Minter simplify them in our webinar and explain how they might fit into your long-term investment strategy and retirement income needs. For a deeper dive on structured notes, visit our blog post about Using Structured Notes: https://www.finsyn.com/using-structur... Get started with Financial Synergies today → https://www.finsyn.com/ 🔔Subscribe to our YouTube Channel for future videos:    / @finsynwealthadvisors   - - - - - Time Stamps⏱️ for this video referenced below: 0:00 Introduction 0:43 The Financial Planning Picture 1:18 Traditional Retirement Income Options 3:20 Technology & Market Access Improvements 4:41 How Scale Helps Clients 7:12 What Are The Risks? 10:27 Misnomers of Structured Notes 12:05 Underlying Assets Matter 14:14 Understanding How Banks & Advisors Get Paid 15:22 Fiduciary Structure & No Commissions 16:04 Liquidity Considerations 17:41 Closing Remarks #FinancialPlanning #RetirementPlanning #retirementincome Financial Synergies Wealth Advisors 4400 Post Oak Pkwy, Suite 200 Houston, TX 77027 713-623-6600 info@finsyn.com https://www.finsyn.com/ Financial Synergies Wealth Advisors, Inc. is a fee-only RIA (Registered Investment Advisor) located in Houston, TX. For over 35 years we’ve been providing wealth management and financial advisory services to clients throughout the U.S. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver a total wealth management experience. -------------------------------------------- Disclaimer: Nothing on this channel should be considered personalized financial advice or a solicitation to buy or sell any securities. My views are my own and not necessarily those of Financial Synergies or my fellow coworkers. All opinions expressed on this channel are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. This channel is only intended to provide information and education about the financial markets. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this video is no guarantee of future results. Any indices referenced for comparison purposes are unmanaged and cannot be invested into directly. As always, please remember that investing involves risk and possible loss of principal.