Everybody wants to make money, but nobody wants to lose it. In today’s episode, Lee discusses a specific investment strategy that aims to limit downside risk while offering attractive upside potential. This strategy, known as a Defined Outcome ETF or Buffered ETF strategy, provides a unique approach to investing, especially in uncertain times like the current economic environment.

Like always, Lee emphasizes the importance of managing emotions and maintaining investment discipline to achieve long-term success. While this strategy may not be suitable for everyone, it offers an appealing balance between security and growth. Join us as we take a closer look at how ETFs work and discuss who they could potentially benefit. Of course, if you are interested in exploring this strategy, be sure to speak with your financial advisor prior to doing so or schedule an appointment with Lee. Enjoy the show!

Here’s what we’ll discuss in this episode:

  • What is an ETF and how does it work? (4:46)
  • The tradeoff with this strategy. (6:40)
  • Who might this strategy benefit? (8:59)
  • This investment is 100% liquid. (11:44)

If you have any questions about what we discuss, set up a meeting with us anytime by visiting TalkWithLee.com.