5:50 Board Meeting.
Palmer’s, 18 Elm Street, Andover, MA 01810
TOPIC: Understanding one of the fastest growing alternative investments: Structured Notes
Investment advisers, accountants and attorney’s will be hearing the term “Structured Note” more frequently. In the past 3 years, the issuance of structured products have dramatically increased. It is important trustees, financial, tax and estate planning professionals understand the risks and opportunities of these products.
Investors have been allured by the stock market protection and potential upside these solutions can offer. However, it is important to understand the liquidity, market and credit risk associated with these vehicles. Ultimately, these products come in all shapes and sizes. I will discuss my thoughts on when they may be appropriate, what to steer clear of and how to help you navigate these products with your clients.
Brandon Fink, CFP® is a Senior Vice President and Wealth Advisor with Claro Advisors. As a Certified Financial Planner™, Brandon works closely with business owners, high net-worth individuals, retirees, entertainers and athletes to guide them through a broad range of financial decisions.
Brandon’s expertise includes investment management, retirement planning, equity compensation, insurance, long term care, estate planning, philanthropic giving and tax efficient financial planning.
Prior to joining Claro Advisors in 2021, Brandon spent 9 years as a wealth manager for the Financial Compass Group.
Brandon graduated from Boston University with a concentration in finance. After graduation, Brandon quickly earned his Certified Financial Planning Designation at his alma mater. He is an active member of the Boston Estate Planning Council, The Jewish Federation of Boston, and an avid fan of all things basketball.