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#167 | Are You Missing Out on Structured Notes in Your Finance Plan? Here's What to Know - Financial Literacy, Financial Advisors & Wealth
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Do you really understand structured notes—or are you missing out on one of finance’s most flexible tools?
Structured notes have exploded in popularity, yet remain misunderstood by many investors. This episode breaks down how they work, why they’re so adaptable, and how they help balance risk and return in volatile markets.
In this conversation with Matthew Thomas, Director at National Bank Financial, you'll learn:
- How structured notes blend equity upside with downside protection for modern investors
- The key trade-offs—especially tax treatment—and where to use these products most effectively
- Why structured notes may help manage investor behavior and keep portfolios intact during market swings
Discover how to use structured notes to confidently navigate risk, uncertainty, and investment decisions—tune in now.
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