Liquid Strategies News & Media

Are index funds causing troubles for investors?

Author: Megan Delaney
Megan Delaney

Liquid Strategies CEO Brad Ball joins Yahoo Finance's Adam Shapiro, Julie Hyman, Jared Blikre, and BTIG Managing Director, Chief Equity and Derivatives Strategist Julian Emanuel to discuss why he believes investors need help with return expectations for indexes.

Source: Yahoo Finance

Topics: Overlay, Volatility

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The opinions expressed in these materials represent the personal views of Liquid Strategies’ investment professionals and are based on their broad investment knowledge, experience, research and analysis.

This video is provided for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategy discussed here may not be suitable for everyone. It was provided without regard to specific investment objectives, financial situation or particular needs of any specific recipient. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shift market conditions.

This information is not intended to be a substitute for specific individualized tax, legal or estate planning advice. Liquid Strategies does not provide tax, legal or estate planning advice.

Past performance is no indication of future results. Inherent in any investment is the potential for loss. Fees and other costs would be incurred by an investor in order to implement the strategy discussed, which would reduce potential returns. Before decided whether to invest in the strategy discussed, prospective investors should carefully consider the risk factors associated with investing, which may cause investors to lose money. Risk factors associated with this strategy include put option risk, equity risk and implied volatility risk.


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