Buffered ETFs: Market Downside Protection? Are They Right for You?

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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.

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