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The Kingda Ka roller coaster is one of the largest and perhaps scariest roller coasters in the world. After a fear invoking pause, it launches out of the gate, achieving a speed of 128 miles

I recently came across a 7 year note offering 300% uncapped upside participation in the Goldman Sachs Momentum Builder Multi-Asset 5 ER Index (“The GS index”) with full principal protection. One of the best headline

I’m pleased to announce that I will be speaking at the Investment Management Consultants Association 2014 Winter Institute. This year’s event will take place on December 8th, 2014 in Phoenix, AZ. My presentation, “Simplifying Complex Products and Concepts: Using Some

Introducing our first “Structured Notes Gone Wild” segment – the most interesting, unusual, or just wacky ideas we’ve come across.  One of the compelling elements of structured investing is that design is only limited by

I recently authored an article on structured note annuities which appears in the October 2014 issue of California Broker. They have graciously allowed me to it reprint here: The structured note annuity (SNA) is a

In July we broached the topic of leverage in a post titled “5X Leverage – Sane or Insane?” For those wondering, the answer was sane – the note should outperform the Euro Stoxx index it