November 28, 2022 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for November 28, 2022 

This Weeks Podcast – Structured Notes – Frequently Asked Questions –

Have you heard about structured notes, and what questions do you have about them?

Structured notes are issued by a bank to perform in either the risk management growth or income categories. A bank looks at elements such as interest rates, volatility in the market, and some indices before issuing structured notes. Listen or read this week’s podcast to find out more…


This Weeks Blog -What are Structured Notes?

Structured notes are something that a lot of our clients are asking us about. We use these notes, but many people don’t know what they are, how to buy them or how they work. In our recent podcast (and in this BLOG), we cover all the frequently asked questions we get about structured notes.