Most investors want the same thing: stock market upside without stomach-churning downside.

Structured notes are hybrid investments that combine market exposure with an options strategy to create a more controlled mix of risk and return than owning stocks outright. They can be an effective way for r...

The market boomed again in 2024 for the second year in a row. 2022 seems like ages ago, the last bad year for the markets. I wrote then about how bad it was in aggregate because 2022 was the first year that both stocks and bonds were down double-digits (typically bonds rise when stocks fall).

In 20...