Jason Barsema
Co-Founder and President of Halo Investing
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Apr 1, 2024 • 44min
Talk Your Book: Preserving Your Capital
Jason Barsema, Co-Founder of Halo Investing, discusses notes structured around single stocks, Catapult Notes, annuity capabilities, and more. Topics include hard vs. soft protection, benefits of structured notes, and risks in structured note investments. The conversation also delves into wealth preservation strategies with structured notes and navigating financial advisor transitions with the 'Halo' platform.
