In Plus episode 544, we model various buffer ETF strategies over a 35 year period to see how they perform relative to the bond market. We consider which defined outcome ETF approach could substitute for bonds, and how they compare to deferred fixed annuities. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 544 … [Read more...]
430 Plus: Merriman Two Fund For Life Portfolio and Premium Income Barrier ETFs
In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a small cap value allocation. We also analyze Innovator ETFs' new Premium Income Barrier outcome-based ETFs. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 430 Plus Show Notes Paul Merriman Two Funds For Life Innovator … [Read more...]
321: How to Analyze Complex Investments
How to determine whether you should invest in a complex investment such as an actively managed ETF that uses option strategies. Topics covered include: Show Notes ETF Launches by Heather Bell—ETF.com New Versions Of ‘QQQ’ Add Twist by Cinthia Murphy—ETF.com Runaway ETNs Trap Traders in ‘Wild West’ of Index Investing by Michael Wursthorn and Mischa Frankl-Duval—The Wall Street Journal Innovator ETFs IVOL ETF Analysis and Review Episode … [Read more...]
240 Plus: Transition From SMAs, Earnings Growth, Valuations, and a New ETF
In Plus episode 240 for the week of February 16, 2019 we answer a member's question who is struggling with the tax consequences of exiting some separately managed account managers. We look at the historical price-to-earnings ratios of stocks relative to earnings growth and discuss the large shortfall in historical earnings growth relative to forecasted earnings growth by Wall Street analysts. Finally, we look at a new ETF that is similar to structured notes that protect against losses but … [Read more...]
