Structured Notes: Upside, Protection, Tax-Efficiency

The Facts

A Unique Opportunity

Structured notes are a form of hybrid bond issued by large banks like JPMorgan Chase, Citibank, Morgan Stanley, Goldman Sachs, etc. Normally structured notes are unremarkable because they typically share many of the same risks at the stock market, but with lower returns.

But right now is different.  The current rate/volatility environment is allowing these banks to offer pricing like we have never seen and will likely never see again.

For example: right now you can buy a structured note from several of these large banks that will guarantee you against all losses of the S&P 500, but still, allow you to participate in 100% or more of the upside.

That. Is. Incredible.

The confluence of high interest rates and continued volatility is causing an opportunity unlike I have ever seen and likely will ever be seen again.

Watch the Video

Structured Notes: How is this possible?

Click the button below to watch a recent team call dedicated to only Structured Notes. You’ll get insider info on the recent boom in structured notes, and how you can maximize your returns and minimize your risk before it’s too late.

BONUS: You’ll also receive more in-depth slides about structured notes.

shaun jones fwm

Shaun Jones, CFS, CFP

Having been in the industry for 20 years, and having worked for one of the top financial planning firms in the U.S., I left because I was forced to charge layers and layers of fees. My clients were confused and overwhelmed by their fees, all their different logins, and their statements.

I chose to become a fiduciary because I don’t want to be a salesperson. I want to do what’s actually in your best interest.

view the webinar

Learn More

In this webinar we discuss the answers to these questions:

  • What exactly is a structured note?
  • There has to be a catch, right?
  • Why don’t the banks charge fees on these?
shaun jones fwm

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