Structured Notes: How is this possible?

Get the replay + slides from the live webinar, recorded November 3, 2022. 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.

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

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.

In this webinar we will 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?

About the Presenter

Shaun Jones is a financial advisor with more than two decades of experience. He has helped executives, law partners, and retirees demystify investing, tax strategies, stock awards, and estate planning.

He is the author of the book UnBrainwashed Investing: How To Protect Your Portfolio From Today's Misled Investment Industry. Shaun is also a contributing author to Real Life Financial Planning for Physicians, published in July 2012.