When Bonds Don’t Do Both: Rethinking Income and Protection in Today’s Portfolios – Innovator – 7.30.26

Summary:

For decades, bonds have been the default tool for portfolio defense and diversification. But in a market shaped by rate volatility, inflation uncertainty, and changing stock/bond correlations, many advisors are rethinking whether traditional fixed income can still do both jobs reliably.

Join Innovator ETFs for a timely conversation on why leading advisors are using Buffer ETFs™ as an alternative or complement to traditional bond allocations.

We’ll explore:

• How defined-outcome strategies can help clients stay invested, manage downside risk, and pursue equity-linked return potential with more transparent risk parameters.
• Where Buffer ETFs may fit in modern portfolios, how advisors are positioning them with clients.
• Why the bond sleeve may be evolving from a fixed-income allocation into a broader “risk-management” allocation.

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.

Trey joined Innovator Capital Management in 2017 and is responsible for distribution efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he held multiple sales positions at First Trust Portfolios. Trey holds a bachelor’s degree from Wheaton College and also maintains the series 24, 7 and 66 FINRA licenses.