By Ryan Farias, Senior Portfolio Manager: In the financial landscape, structured notes have gained considerable traction, particularly among clients eager to feel sophisticated and exclusive in their investment choices. Marketed mainly by prestigious brokerages like Morgan Stanley and UBS, these complex financial instruments, often embedded with derivatives and intricate payoff mechanisms, can easily extract a…
Written By Ryan Farias, Senior Portfolio Manager: When most people hear “ETF,” their first thought is usually “Index Fund.” For years, ETFs (Exchange-Traded Funds) have been synonymous with low-cost, passive investing. We love passive indexing, and we were early adopters of ETF’s as building blocks for portfolios. However, the reality of the ETF market today is far…
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