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

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/events/morningstar-investment-conference#pick-your-pass

An Investing Guide for Every Life Stage https://www.morningstar.com/personal-finance/an-investing-guide-every-life-stage

An Investing Road Map for Early Career Accumulators https://www.morningstar.com/retirement/an-investing-road-map-early-career-accumulators

An Investing Road Map for Midcareer Accumulators https://www.morningstar.com/portfolios/an-investing-road-map-midcareer-accumulators

Active ETFs are Soaring. Should You Invest? https://www.morningstar.com/etfs/active-etfs-are-soaring-should-you-invest

Should You Own a Covered-Call ETF Like JEPI? https://www.morningstar.com/etfs/should-you-own-covered-call-etf-like-jepi

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Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/people/ivanna-hampton

Margaret Giles https://www.morningstar.com/people/margaret-giles

Bryan Armour https://www.morningstar.com/people/bryan-armour

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