Do Options-Based Strategies Capture Market Gains Without The Risk? (EP.199)

If you want to see what you may be overlooking, I’ve created a simple tool to help. In just 15 questions, my Financial Assessment will highlight key opportunities and gaps in your plan. You can take it now at www.smartmoneyquiz.com. 

----- 

Want stock market returns without the risk? Options-based strategies promise just that—but do they deliver? In this episode, Peter breaks down how these products work, what the research says, and whether there’s a better way to reduce risk in your investment portfolio.

 

Listen now and learn:

► What most investors misunderstand about buffered and defined outcome funds

► Surprising data from real-world funds–and what it means for your portfolio

► Why paying for protection doesn’t always protect you

► A simpler (and often smarter) way to reduce equity risk.

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

 

Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.