BFRZ: Buy This ETF Instead Of An Annuity

Jack Bowman
Investing Group

Summary

  • Many investors turn to annuities to seek a return on their money that can benefit from positive markets but are shielded from negative markets.
  • New tools like the BFRZ ETF allow us to access very similar profit and loss profiles to annuities, but maintain control of the assets and capital.
  • This trade-off gives the power back to investors and allows for very prudent risk management, lower sequence of returns risk, and other benefits traditionally reserved for annuities.
  • I believe these new tools are better for investors overall, and advocate for investors to watch and consider ETFs like BFRZ.
  • Looking for a helping hand in the market? Members of Sungarden Investors Club get exclusive ideas and guidance to navigate any climate. Learn More »

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Introduction

There are a lot of "dirty words" in investing, especially in the world of DIY investors that make up most of my audience here on Seeking Alpha. The word "annuity" is often one of them, and I know that I

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This article was written by

Jack Bowman
5.5K Followers

Writer, registered investment advisor, former economics teacher, with many other hats that I wear.

Learn something new every day.

I am a contributing analyst for the Sungarden Investors Club. Regularly, I contribute to Seeking Alpha as a co-author with the club's leader, Sungarden Investment Publishing, AKA Rob Isbitts.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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