Financial Planning Magazine

Getting Downside Protection Without Using Fixed Income

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In a recent Financial Planning article, Journalist Katie Kuehner-Hebert shares the thoughts of our President and Co-Founder, Dean Catino, CFP, CPWA on investments with downside protection.

Kuehner-Hebert writes, “Aside from fixed-income instruments, what other investments do advisers use to provide downside protection within their clients’ portfolios?”  She then follows with Dean’s thoughts, “Clients should consider using short-term structured notes that offer about 40% downside protection on the S&P 500 and Russell 2000 and about 7% annual yield, said Dean Catino, a CFP and the president and co-founder of Monument Wealth Management in in Alexandria, Virginia. ‘The return distribution is very competitive and the downside protection is substantial.'”

Read the full article on Financial-Planning.com here >

 

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