Brian Jacobs

Brian Jacobs, a portfolio manager specializing in option-based ETF strategies, shares valuable insights on hedging equity exposure. He explains the mechanics of collars and dynamic puts, enhancing understanding of risk management. The discussion covers buffered ETFs, their growing trend, and how they provide downside protection. Jacobs highlights the importance of tax efficiency for advisors and explores the historical performance of these options. Personal reflections on financial independence and the decision for a spouse to stay home round out this engaging conversation.