The Four Core Investor Risks – Part 5 of 7
Regret Risk
Fear, FOMO, and regret can cause investors to abandon sound strategies at exactly the wrong moment. Managing investor behavior can be just as important as managing market exposure.
Blog & Insights
Our blog features the latest news in the financial world and Buffered ETFs. Our regular posts contain helpful information you can use to be better prepared in the markets.
The Four Core Investor Risks – Part 4 of 7
Timing Risk
Investment returns do not arrive in a predictable order. For retirees making withdrawals, experiencing major losses at the wrong time can permanently...
The Four Core Investor Risks – Part 3 of 7
Valuation Risk
Valuation Risk rarely announces itself with a market crash. Instead, paying unusually high prices can quietly reduce future return potential and increase...
The Four Core Investor Risks – Part 2 of 7
Market Risk — Black Swans and Extended Bear Markets
Black swans and prolonged bear markets can inflict severe portfolio losses while testing investor discipline. Understanding how these events unfold is an...
The Four Core Investor Risks – Part 1 of 7
Introducing the Four Core Investor Risks
Investors often focus on returns while overlooking the risks that can permanently impair them. Here are four core investor risks—and why understanding...
OCMR Investment Perspectives 2.3
Beyond the Terminal Payoff Diagram: How the Industry Explains Buffered ETFs — and Why It Falls Short
Traditional buffered ETF payoff diagrams show what investors can expect at the end of an outcome period, but they reveal much less...
Research & Insights
Buffered ETFs and Retirement Risk: Erik Ogard Discusses Downside Protection with TheStreet
TheStreet explores how buffered ETFs use options strategies to provide defined downside protection in exchange for limited upside. The article examines their...
OCMR Investment Perspectives 2.2
Revisiting Risk Management in Modern Portfolio Theory
As concentration in the S&P 500 grows, traditional asset allocation may no longer provide sufficient diversification. OCMR examines concentration risk, equal-weight indexing,...
OCMR Investment Perspectives 2.1
Why Buffered ETFs Require Ongoing Analysis and Monitoring
Even buffered ETFs with nearly identical structures can deliver very different results because of reset timing and market path. OCMR examines how...
OCMR Investment Perspectives 1.2
Seek First to Understand – The Pleasure of Finding Things out
Understanding how buffered ETFs behave across changing market conditions is at the heart of OCMR’s research. Volume 1.2 explores the questions that...
OCMR Investment Perspectives 1.1
U.S. Stock Market Returns and Valuations in Historical Perspective
How unusual are today’s stock market returns? OCMR compares the S&P 500’s recent performance with more than 75 years of market history,...
BufferLABS Updates
BufferLabs Lands First Research Client: Jeff Hussey, CFA Joins the Charge!
Big news: BufferLABS has its first client—wealth management star Jeff Hussey! As markets teeter, we’re rolling out tools to enhance buffered ETF...
Research & Insights
Buffered ETFs: A Rebuttal to AQR Capital Management’s Bloomberg TV Criticism
On April 14, 2025, AQR Capital Management’s Daniel Villalon appeared on Bloomberg TV and labeled buffered ETFs, such as the FT Vest...
BufferLABS Updates
Join Us for an Exclusive Webinar on BufferLABS and the ADOPT Model!
We’re thrilled to announce our upcoming webinar, Introduction to BufferLABS – Mastering Buffered ETFs with the ADOPT Model, happening on May 7...
Research & Insights
Why the Industry Needs a Buffered ETF Benchmark and Why We Created the BufferLabs 100© Index
The exchange-traded fund (ETF) landscape has evolved dramatically over the past decade, with one of the most exciting innovations being the rise...
BufferLABS Updates
BufferLabs Launches Tuesday: 50% Off for First 100 + Free Buffer Holdings Reviews for Advisors!
Markets are stumbling through a correction—and it might get uglier. BufferLabs’ research subscriptions launch Tuesday, April 8, 2025, at Bufferlabsetfs.com, arming you...
Research & Insights
Rebuttal to AQR – Not to Hype, But to Inform
BufferLABS Response to AQR Blog Post: “Rebuffed: A Closer Look at Options-Based Strategies” Dated March 21, 2025 - Cliff Asness and Daniel...
Buffered ETF Education
The Market Went Down! Why did my buffered position go down at all? I thought it was hedged!
When it comes to Buffered ETFs, there are many misconceptions held by investors about their structures and payoff features that can lead...
Research & Insights
BufferLabs Research: Is the Juice Worth The Squeeze?
BufferLABS’ Goal is to deliver maximum value-added to our customers for a fair price. In setting our prices, we wanted to have...