When Bonds Don’t Do Both: Rethinking Income and Protection in Today’s Portfolio – Innovator – 6.30.26

Summary:

Bonds have long been counted on to provide income, stability, and diversification. But in today’s market, investors may be asking whether traditional fixed income is still doing enough. Join Innovator for a timely discussion on modern portfolio tools designed to help address two core bond challenges: the search for income and the need for downside protection.

We’ll explore how Innovator’s Autocallable ETFs may offer an alternative approach to income generation, and how BALT can serve as a defined-outcome strategy for investors seeking a more explicit buffer against market losses.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Grant is a Regional Director for Innovator ETFs, responsible for distribution efforts in the Great Lakes Region. He has been instrumental in the Buffer ETF landscape, helping pioneer the space over the past 7 years. Grant holds his B.S in Finance from Taylor University.

Andrew Nelson, CFA, is the Director of Product Strategy at Innovator ETFs. In his role, Andrew oversees product strategy, product management, and implementation, driving innovation and growth for the company.

Prior to joining Innovator, Andrew was the Director of ETF Due Diligence at Invesco, supporting the firm’s ETF business development efforts within the Wealth Management Platforms division. With extensive experience in financial analysis, strategic planning, and the overall ETF industry, Andrew is dedicated to advancing innovative ETF solutions and expanding market opportunities.