1. Wealthmanagement.com: Financial Fairy Tales: Buffered, Overlay and Defined Outcome Funds by Larry Swedroe | July 2025

  2. Harvard Law School Forum on Corporate Governance: Remarks of Commissioner Mark T. Uyeda At the 12th Annual Conference on Financial Market Regulation | May 2025

  3. Alpha Architect: Structured Notes Are Financial Fairy Tales by Larry Swedroe | August 2023

  4. Rational Reminder Episode 261: Structured Products | Podcast July 2023

  5. The Globe and Mail: Ask an adviser: Structured notes are designed to exploit cognitive and emotional investor biases by Benjamin Felix | June 2023

  6. Rational Reminder Episode 255: Structured Products | June 2023

  7. The Scientific Investor: Engineering Lemons by Florian Weigert | March 2022

  8. Morningstar: With Structured Notes, It’s Buyer Beware | Q3 2020

  9. Alpha Architect: Structured Notes: Exploitation of Retail Investors by Larry Swedroe | August 2019

  10. TheStreet: Engineering Lemons | May 2019