A User’s Guide to Buffer ETFs

Advisor Insider Podcast

Dec 31, 2024

Reviewed by: etf.com Staff

Edited by: Kent Thune

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In this episode of Advisor Insider, etf.com Wealth Management Editor Jeff Benjamin talks with Stuart Chaussee about his extensive research and writing about buffer ETFs.

Chaussee, a financial advisor based in Beverly Hills, Calif., published an easy-to-follow guidebook on buffer strategies. He identifies the advantages and disadvantages of applying buffers that limit downside and cap upside performance.

“Most advisors will use buffer ETFs as a sleeve of an overall portfolio,” he said, acknowledging these strategies are best suited for investors in or near retirement.

Chaussee also sees buffer ETFs are a proxy for fixed income in certain instances.

Here is a link to a free pdf file of Chaussee’s book, Investor’s Guide to Buffer ETFs.

Advisor Insider Podcast

Join etf.com’s Wealth Management Editor, Jeff Benjamin, and special guests from the ETF industry in discussions that cater to financial advisors seeking a deep dive into the world of investments and portfolio management! Guests will include financial advisors, ETF issuers, and representatives from across the financial services landscape, that will provide a comprehensive perspective on navigating the dynamic world of portfolio management. You can expect to hear industry experts share their insights on strategies, product utilization and the newest concepts shaping today’s wealth management. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice.

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A User's Guide to Buffer ETFs

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