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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.
By Jim Saulnier, CFP® & Chris Stein, CFP®4.3
696696 ratings
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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