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Innhold levert av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Buffered ETFs: Market Downside Protection? Are They Right for You?

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Manage episode 434398222 series 3404044
Innhold levert av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial instruments. And be sure to listen to the comparisons of buffered ETFs against traditional investment options and how each may fit (or not) in your diversified investment strategy.

Here’s some of what we discuss in this episode:

  • The rapid growth we’ve seen in Buffer ETFs.
  • Defining and explaining the Bufffer ETF or Defined Outcome ETF.
  • Why are investors using these and what are the benefits compared to structured notes and annuities?
  • What you need to know that they aren’t telling you.
  • Our overall feelings on this investment and whether they work in a long-term portfolio.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

  continue reading

159 episoder

Artwork
iconDel
 
Manage episode 434398222 series 3404044
Innhold levert av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial instruments. And be sure to listen to the comparisons of buffered ETFs against traditional investment options and how each may fit (or not) in your diversified investment strategy.

Here’s some of what we discuss in this episode:

  • The rapid growth we’ve seen in Buffer ETFs.
  • Defining and explaining the Bufffer ETF or Defined Outcome ETF.
  • Why are investors using these and what are the benefits compared to structured notes and annuities?
  • What you need to know that they aren’t telling you.
  • Our overall feelings on this investment and whether they work in a long-term portfolio.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

  continue reading

159 episoder

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