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Episode 41: Buffered ETFs Explained: Downsides, Upsides & Retirement Strategies | Michael Capizzi Interview
Buffered ETFs: Risks, Benefits & How They Fit Might Into Retirement Portfolios
Can you limit downside exposure and still participate in potential market growth? In this episode, David Afraimi sits down with Michael Capizzi, Managing Director at Vest, to explain how Buffered ETFs — also known as Defined Outcome ETFs — are being used by both retirees and younger investors when appropriate to help navigate market volatility with more structure and transparency.
You’ll discover:
● What Buffered ETFs are and how they function
● How they’re constructed to define downside protection and upside caps
● When they may complement fixed income, annuities, or traditional ETFs
● How Buffered ETFs responded during high-volatility markets like 2022
● How different clients—from those in distribution to accumulation—may use them
● Tax efficiency considerations
If you're looking for tools that may provide a level of predictability in an unpredictable market, this episode offers a deep dive into how these products work — and where they may (or may not) fit in a diversified retirement strategy.
BAM Advisory Group is an independent financial services firm assisting individuals preparing for retirement through the use of investments and insurance products. Insurance products and services provided by BAM Advisory Group. Investment Advisory Services offered through its affiliate, BAM Wealth Management, LLC, a Registered Investment Adviser. We are not affiliated with any government agency, and do not provide tax or legal advice or services.
This material is provided for educational purposes only and should not be construed as advice or a recommendation. Always consult with qualified financial, tax and legal advisors. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.
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By David Afraimi | Co-Founder and CEO, BAM Advisory GroupBuffered ETFs: Risks, Benefits & How They Fit Might Into Retirement Portfolios
Can you limit downside exposure and still participate in potential market growth? In this episode, David Afraimi sits down with Michael Capizzi, Managing Director at Vest, to explain how Buffered ETFs — also known as Defined Outcome ETFs — are being used by both retirees and younger investors when appropriate to help navigate market volatility with more structure and transparency.
You’ll discover:
● What Buffered ETFs are and how they function
● How they’re constructed to define downside protection and upside caps
● When they may complement fixed income, annuities, or traditional ETFs
● How Buffered ETFs responded during high-volatility markets like 2022
● How different clients—from those in distribution to accumulation—may use them
● Tax efficiency considerations
If you're looking for tools that may provide a level of predictability in an unpredictable market, this episode offers a deep dive into how these products work — and where they may (or may not) fit in a diversified retirement strategy.
BAM Advisory Group is an independent financial services firm assisting individuals preparing for retirement through the use of investments and insurance products. Insurance products and services provided by BAM Advisory Group. Investment Advisory Services offered through its affiliate, BAM Wealth Management, LLC, a Registered Investment Adviser. We are not affiliated with any government agency, and do not provide tax or legal advice or services.
This material is provided for educational purposes only and should not be construed as advice or a recommendation. Always consult with qualified financial, tax and legal advisors. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.