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Investing in simple terms

Take a few minutes to watch 4 short videos to learn about some common investing terms to help you better manage investments and save for the future.

Investing in stocks creates wealth over long periods of time. Dividends are an important part of that equation, and investors should not turn a blind eye to them when accompanied by a quality company.

2 schools of investing: Growth vs. value

Both growth and value stocks can maximize value for investors, but the 2 schools of investing take different approaches.

What is equity?

What you need to know about this often-used financial term.

Investing in simple terms

Take a few minutes to watch 4 short videos to learn about some common investing terms to help you better manage investments and save for the future.

3 reasons to invest in stocks

Adding some growth potential could lead to more comfortable outcomes.

What is market cap?

A quick way to estimate a company's value.

Why market cap matters

While every company may be unique, a company's total market value is widely used to create a context for judging company financial performance and business outlook.

Stock split need to knows

A stock split doesn't change the value of your investment.

Fractional shares in focus

Here's how dollar-based investing can help you buy the stocks and ETFs you want.

Understanding American Depositary Receipts (ADRs)

ADRs are a form of equity security that was created specifically to simplify foreign investing for American investors.

What are dividends?

Why dividends matter

When examining the 2 ways of getting paid to invest—capital gains and dividends—it's natural that dividends have special appeal.

Dividends and taxes

To lower your tax rate on income, consider owning investments that pay qualified dividends. Qualified dividends are currently taxed at a maximum rate of 20%.

2 schools of investing: Growth vs. value

Both growth and value stocks can maximize value for investors, but the 2 schools of investing take different approaches.

Business cycle investing and you

The business cycle can help you understand how your investments might perform at different times.

Understanding factor-based investing

While the emergence of smart beta funds is a recent phenomenon, the underlying investment philosophy has been around for decades. These funds rely on factors. Learn more.

All about alpha, beta, and smart beta

Learn about the theories behind the recent popularity of smart beta strategies.

Picking stocks with a thematic approach

Learn more about how Fidelity's Stock Screener and research can assist, and risks to consider.

Direct indexing in detail

Dive into this investing strategy for customizing your portfolio or tax-savings opportunities.

Momentum trading strategies

Momentum traders and investors look to take advantage of upward trends or downward trends in a stock or ETF’s price.

Preferred stock

"Neither fish nor fowl" is a commonly cited bit of folk wisdom. But amid the typically well-defined boundaries of investment performance, "fish and fowl" may be a more apt description for some securities.

Are preferred securities right for you?

Higher yields may be attractive, but understand the risks before you invest.

Convertibles and preferreds

While there may be many kinds of hybrids in the investment universe, convertible bonds and preferred stock occupy important positions.

Investing in IPOs and other equity new issue offerings

Learn about investing in IPOs, the process of trading these securities, and risks and rules associated with IPO investments.

How IPOs are allocated: 5 questions you can answer using the preliminary prospectus

Gain a better understanding of how many IPO shares may be available to retail clients by reviewing the deal's preliminary prospectus.

The path to an IPO

An initial public offering—or IPO, is the process a company follows to go from private to public. Learn more about that process, the decisions that need to made, and how long it can take.

Understanding the IPO share allocation process

Learn about the process of participating in an IPO, including some of the contributing factors that may determine whether you receive shares or not.

Submitting an indication of interest

Watch this video to learn how to submit an indication of interest, stay informed throughout the process, and navigate within Fidelity.com to locate important information.