A User's Guide to Buffer ETFs
Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy.
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.
