Is It Possible To Beat The S&P 500?

Written By Matthew Copley

Beating the S&P 500 is no easy task, but the Buffered Index Portfolio is built to give investors a better chance at long-term success. In this video, I break down how this strategy works and why it has the potential to deliver more consistent positive returns compared to the traditional index.

This approach is designed to capture market upside while offering built-in protection during downturns. It's a compelling option for investors who want growth potential with added risk control.

  • Higher percentage of positive return years

  • Built-in downside buffer for protection

  • Smoother ride during volatile markets

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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