Description
The market can deliver many different performance outcomes. That kind of unpredictability can cause anxiety for some investors looking to stay invested in the market and yet meet their investment goals.
Learning Objectives
What is Defined Outcome Investing?
Identify different types of defined outcomes that can be achieved
How can options be used to create defined outcome?
Why would an investor use defined outcome investing?
Identify ways that UITs can be beneficial for defined outcome investing
Understand risks of defined outcome investing with UITs