DiscoverThe Retirement and IRA ShowBuffered ETFs Special Episode: Q&A #2439
Buffered ETFs Special Episode: Q&A #2439

Buffered ETFs Special Episode: Q&A #2439

Update: 2024-09-28
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Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs …


(13:00 ) Georgette wants to know how an ETF and those invested in it are affected if the managing firm goes bankrupt.


(22:00 ) A listener wonders how to assess an appropriate risk /reward with all of the variables involved with buffered ETFs and if there are any tools or approaches available to help.


(37:15 ) The guys offer a listener some clarity on downside protection.


(50:15 ) George asks about best- and worst-case scenarios with ETF caps.


(59:00 ) A listener queries if the guys consider ETFs as a substitute for bonds in her portfolio.


(1:13:30 ) George hopes there is a back test for the performance of ETFs over the last 25 years to compare it to the performance of the S&P Index.


The post Buffered ETFs Special Episode: Q&A #2439 appeared first on The Retirement and IRA Show.

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Buffered ETFs Special Episode: Q&A #2439

Buffered ETFs Special Episode: Q&A #2439

Jim Saulnier, CFP® & Chris Stein, CFP®