Today Tim and Jeff are joined by Alex Bobbin, a senior
investment analyst at Brookstone Capitol Management.
Takeaways
The main topic is called a structured note, which is an
alternative investment that combines a zero-coupon bond with an
options package. They are positioned for investors primarily for
income production
There are two versions with different call dates. But each
follows a stock index that can pay from 7-14% with a lower degree
of risk than traditional stock or bond investments
Risks involved include issuer risk involving the banks that
issue these notes, market risk in case it drops more than thirty
percent, liquidity risk and there is a cap on the percent of gain
if the market index goes higher than that
About the Podcast
Financial Advisors and Retirement specialists Tim Kulhanek and Jeff Gove dive into various retirement topics concerning your retirement.