Insights from Fidelity Wealth Management

The latest thinking on wealth planning and investment management from top thought leaders across Fidelity and our partners.


Income and inflation: What you should know

A multi-asset approach may help you face uncertainty in the second half of 2021.

Estate planning for the digital era

As owning digital property becomes the norm, estate plans need to employ new strategies.

The July 31st debt ceiling deadline—will the markets react?

The legislative debate around the debt ceiling may not lead to the tumult produced in the past. Here's why.

Incoming Phillips CEO Stephen Brooks expects a brisk art market ahead

What he expects to be a "consumer-led uptick in economic activity" that should boost the art market. (From Barron's PENTA)

A financial roadmap for caregiving

See ways to tackle money and emotional costs of helping loved ones.

Protect your income in uncertain times

Considering insurance needs is an important part of your financial plan.

How to plan for rising health care costs

See options on how to handle this large and somewhat unpredictable expense in retirement.​

Will your retirement income impact Medicare surcharges?

See if your higher income level can mean paying more for Medicare Part B and Part D.

What down markets mean for retirees

If you are living off your savings, you may need a strategy to deal with down markets.

Quarterly Market Perspective: Second Quarter 2021

Stocks and bonds gained in recent months as vaccine rollouts helped the economy recover. Watch our latest video to learn why we believe the U.S. economy has entered a mid-cycle expansion, which is typically favorable for stock markets.

NFTs: What are they, and how do they work?

The NFT market is growing at an exponential rate. But what exactly is an NFT? Here we take a closer look at one of the investing world's emerging fancies. (From Kiplinger)

Investing in infrastructure, local and global

Proposals for more government spending may create opportunities for investors.

How to manage company stock windfalls

See how tax and estate planning strategies can help save you money.

Planning strategies for gift splitting

See how married couples can combine individual gift tax exclusions to help enhance the benefits of estate planning.

Rolling after-tax money in 401(k) to a Roth IRA

Moving after-tax money held in a 401(k) to a Roth IRA does have some benefits.

Estate planning: Protecting what matters most

Learn how an estate plan can help protect the long-term interests of you and your family, as well as your finances.

10 estate plan pitfalls to avoid

Review your estate plan regularly to ensure it meets your needs.

Estate planning for singles

See tips for singles on key financial, health care, and charitable decisions.

Planning Perspectives

"One of the potential benefits of wealth planning is the opportunity for families to strengthen their relationships through meaningful conversations about their wishes, perspectives, and experiences around financial decisions." – Tim Habbershon (he/him), Managing Director, Fidelity Investments

View more in Tim Habbershon: Talk about estate planning


Find out what's moving markets and get timely economic updates and market outlooks from Fidelity professionals.

Ready for the next step?

Work with your dedicated financial professional for clear recommendations designed to help you grow and protect your wealth.

Ready to work 1-on-1?
Find a dedicated financial professional