Posts Tagged ‘Dow Jones’

The Power of Income Notes in an Investment Portfolio

For me as head of Carrick Wealth’s Investment Strategy, it is really satisfying when a key building block in our portfolio construction performs as planned during a market selloff. This building block is called an income note which is a subset of the broader category of structured notes. Historically used by ultra-high-net-worth individuals and family…

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Week in Review: Coronavirus Sparks Market Correction

Coronavirus panic has sent world equity markets into correction (a correction is a 10 percent drop in stocks from their most recent peak) territory. While the rate of reported cases in China slowed and Chinese companies that were shuttered in February started to reopen, the headlines that the virus is spreading at an increased rate…

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