Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Описание: Plus, insights into Netflix’s and United’s earnings, and the investing priorities Gen Zers and millennials should focus on.

Margaret Giles, Morningstar Inc editor, breaks down how life-stage investing works and shares a checklist for Gen Zers and millennials. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about what investors should know before adding covered-call and buffer ETFs to their portfolios.

00:42 Netflix’s Incredible First Quarter

01:33 United Flew Just Above Morningstar’s Expectations

02:32 An Investing Guide for Every Life Stage

03:02 What is Life-Stage Investing?

03:36 Early Career Accumulation

04:58 When Would Roth Accounts Make Sense for an Investor?

05:49 Why Mid-Career Accumulation Can Be More Complicated

06:36 Financial Priorities of Mid-Career Accumulators

08:20 Covered-Call ETFs and Passive Strategies

08:48 How Do Covered Call and Buffer ETFs Work?

09:54 Which Kind of Investors Are These Strategies Designed For?

11:24 Downsides to Buffer ETFs and Covered Call ETFs?

11:24 Tax Concerns

12:45 What ETF Fees Are Costing Investors?

Read about topics from this episode.

Register for the Morningstar Investment Conference! https://www.morningstar.com/business/...

An Investing Guide for Every Life Stage https://www.morningstar.com/personal-...

An Investing Road Map for Early Career Accumulators https://www.morningstar.com/retiremen...

An Investing Road Map for Midcareer Accumulators https://www.morningstar.com/portfolio...

Active ETFs are Soaring. Should You Invest? https://www.morningstar.com/etfs/acti...

Should You Own a Covered-Call ETF Like JEPI? https://www.morningstar.com/etfs/shou...



What to watch from Morningstar.

Make These Investing Moves Now for a Better Tax Day in 2025    • Make These Investing Moves Now for a Bette...  

3 Cheap Stocks to Watch in the Fight Over Sports Streaming    • 3 Cheap Stocks to Watch in the Fight Over ...  

How to Find a Great Dividend Fund    • How to Find a Great Dividend Fund  

The 4% Retirement Rule is Just a Starting Point    • The 4% Retirement Rule is Just a Starting ...  



Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/people/iv...

Margaret Giles https://www.morningstar.com/people/ma...

Bryan Armour https://www.morningstar.com/people/br...



Follow us on social media.

Facebook:   / morningstarinc  

Twitter:   / morningstarinc  

Instagram:   / morningstar.  .

LinkedIn:   / 5161