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Deconstructed Notes

February 14, 2014

mythbuster: the banks do not “steal” the dividend in structured notes

One of my favorite advertising slogans from childhood was the Wendy’s “where’s the beef?” question regarding competitor (i.e., McDonalds and Burger King) hamburgers. I often hear a similar question regarding structured notes – “where’s the
All, Deconstructed Notes
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January 7, 2014

the structured note investor checklist – a must-have guide for would be structured note investors

Happy 2014!  In the spirit of New Year’s resolutions, we thought this would be an opportune time to help investors reduce risk by developing a checklist template specifically crafted for structured note investments. As I
All, Deconstructed Notes
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December 16, 2013

the fed taper and its effects on longer term structured callable cds

An advisor has requested my opinion on a Step-Up Callable CD, which I was keen to consider as it relates well to two of our recent discussions on tapering and callable notes. There is no link
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December 3, 2013

will the fed taper? interesting strategies to take advantage of a yield increase

Given all the attention on whether (or when) the Fed will taper, we found two notes that should generate positive returns if (when) tapering begins. Why are we interested? The “conventional wisdom” is that rates
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November 18, 2013

customizing your investment strategy with structured notes

This week we look at the specific advantages of structured products as a way to customize a stock purchase. Why are we interested? Ford revolutionized the car industry with the introduction of the Model T.
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November 1, 2013

heads i win, tails you lose: valuing a callable note

This week we examine callable structured notes.  Our representative note and its terms can be found here. Why are we interested? Notes with a call feature typically offer very attractive “headline” yields, but these structures
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October 30, 2013

viability study: supplement, winter 2013

Exceed Investments performed a series of additional analyses on the raw data gathered by WealthManagement.com for our commissioned study, Viability Study: Exchange Traded Structured Products. Exchange Traded Strategies, Winter 2013. The findings from our supplemental
Deconstructed Notes, Insights
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October 15, 2013

always read the fine print on a structured note

This week we examine a complex structured product masquerading as a straightforward yield note.  Our representative note and its terms can be found here.  The name of the note on the term sheet is: 8%
All, Deconstructed Notes
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