https://www.fidelity.com/529-plans/billpay-for-529 https://media.fidelity.com/assets/Fidelity.com/92/536/529-billpay-poster.png https://media.fidelity.com/assets/Fidelity.com/92/536/1735_Fiserv_Billpay.mp4 https://www.fidelity.com/529-plans/massachusetts https://media.fidelity.com/assets/Fidelity.com_VMS/297/163/13014_01_FIDELITY_MEFA_UFund_HowToVideo_Static_704x396_80x45_80x45_2336125507784.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/297/163/13014_01_FIDELITY_MEFA_UFund_HowToVideo_Final_1920x1080.mp4 https://www.fidelity.com/about-fidelity/emergency-savings https://media.fidelity.com/assets/Fidelity.com_VMS/700/651/Emergency_Savings_Animation_80x45_80x45_2298542659916.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/700/651/Emergency_Savings_Animation.mp4 https://www.fidelity.com/about-fidelity/financial-mobility https://media.fidelity.com/assets/Fidelity.com_VMS/307/139/Financial-Mobility-for-the-Next-Generation_80x45_80x45_2318537283612.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/307/139/Financial-Mobility-for-the-Next-Generation.mp4 https://www.fidelity.com/annuities/deferred-variable-annuity-glwb/overview https://media.fidelity.com/assets/Fidelity.com_VMS/535/283/45494_HERO_Fid_80x45_thumbnail.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/535/283/QFCM5959000H_47189_FILI_GLWB_Video_3.44_COM_16x9_WEB_NC.mp4 https://www.fidelity.com/annuities/fpra-variable-annuity/overview https://media.fidelity.com/assets/Fidelity.com_VMS/672/535/FPRA-video-poster.png Download Transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/672/535/QFCM6503000H_46859_FILI_FPRA_Video_1.24_COM_16x9_WEB_NC.mp4 https://www.fidelity.com/annuities/guaranteed-income-video https://media.fidelity.com/assets/Fidelity.com_VMS/313/887/FILI_DFIA__024524.gif https://media.fidelity.com/assets/Fidelity.com_VMS/313/887/QFCM6657000H_47658_WI_Guaranteed_Income_Annuity_2024_01_54_16x9_WEB_NC.mp4 https://www.fidelity.com/annuities/new-york-life-clear-income-annuity/overview https://media.fidelity.com/assets/Fidelity.com_VMS/118/886/45660_02_HERO_IMAGE_80x45_02.png https://media.fidelity.com/assets/Fidelity.com_VMS/259/99/QFCM6849000H_47853_Clear_Income_02.45_COM_16x9_WEB_NC.mp4 https://www.fidelity.com/annuities/overview https://media.fidelity.com/assets/Fidelity.com_VMS/145/470/48666-Annuities-Video-Series-Annuities101-80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/145/470/QFCM8148000H_48666_WLTH_Annuities_101_1m44s_COM_16x9_WEB_NC.mp4 https://www.fidelity.com/branches/investor-center-albany-new-york-12205 https://media.fidelity.com/assets/Fidelity.com_VMS/935/1006/Group_704x396.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/935/1006/QFCM3118000H_43430_Wealth_Management_Relationship_02.56_Fidcom_16x9_WEB_NC.mp4 https://www.fidelity.com/customer-service/bank-wire-instructions 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https://media.fidelity.com/assets/Fidelity.com_VMS/422/843/40664_Active Equity ETF Video_MXD-Platform_704x396.mp4 https://www.fidelity.com/etfs/esg-video https://media.fidelity.com/assets/Fidelity.com_VMS/548/735/Thumb_Image.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/548/735/Video_-_Build_a_Strong_Portfolio_with_ESG_ETFs_iShares_(1).mp4 https://www.fidelity.com/etfs/future-industry-video https://media.fidelity.com/assets/Fidelity.com_VMS/269/619/Meet_the_Megatrends_play_button_thumbnail.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/269/619/Ep2_MMT_Armando_AV_0806.mp4 https://www.fidelity.com/etfs/learn-about-etfs https://media.fidelity.com/assets/Fidelity.com_VMS/416/715/etfs-explained_poster.png https://media.fidelity.com/assets/Fidelity.com_VMS/416/715/QFCM7579000H_47550_ETFs_4.25_Learn_16x9_WEB.mp4 https://www.fidelity.com/go/alternative-investments/private-alternative-investments https://media.fidelity.com/assets/Fidelity.com_VMS/168/211/48205-01-Alternative_Investment_Education_STILL-80x45_(1).jpg https://media.fidelity.com/assets/Fidelity.com_VMS/168/211/QFCM7509000H_48205_AM_Alts_Edu_Video_8m40s_COM_16x9_Web_NC.mp4 https://www.fidelity.com/go/es/executive-services https://media.fidelity.com/assets/Fidelity.com_VMS/689/827/QFCM1840000H_42738_PWI_Executive_Services_THUMB.jpg SM]]> https://media.fidelity.com/assets/Fidelity.com_VMS/689/827/QFCM1840000H_42738_PWI_Executive_Services_1m30s_MPX.mp4 https://www.fidelity.com/learning-center/copy_of_live-pi https://media.fidelity.com/assets/Fidelity.com_VMS/624/542/111825_MS_Thumbnail_80x45.jpg • SALT
• Roth Conversion
• Charitable Contributions
Want to keep up with the latest tax tips and strategies? Save this page so you can easily come back for fresh insights from our Fidelity Viewpoints team—whenever you're ready to dive in.

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https://media.fidelity.com/assets/Fidelity.com_VMS/288/335/110425_MS_Thumbnail_80x45.jpg • Tech stocks
• Valuations
Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool.

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https://media.fidelity.com/assets/Fidelity.com_VMS/899/899/102825_MS_Thumbnail_80x45.jpg • Bonds & short-term bonds
• Tariffs, Government debt, and Fed Independence
• Active vs. Passive
Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs.

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https://media.fidelity.com/assets/Fidelity.com_VMS/294/495/102125_MS_Thumbnail_80x45.jpg • Cash Investments
• CDs, short-term bonds, fixed annuities & money market funds
Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs.

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https://media.fidelity.com/assets/Fidelity.com_VMS/294/495/102125_MarketSense_FidelityPI_1920x1080.mp4
https://media.fidelity.com/assets/Fidelity.com_VMS/1/103/101425_MS_Thumbnail_80x45.jpg • Blue chip stocks
• Navigating tariffs & uncertainty
Bookmark this Fidelity Viewpoints page to stay on top of the latest economic news and insights from Fidelity thought leaders.

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https://media.fidelity.com/assets/Fidelity.com_VMS/634/563/100725_MS_Thumbnail_80x45.jpg • Q3 performance & earnings
• AI/Tech stocks, International/small caps
• Consumer spending & confidence
Click here to provide your feedback to help us make Market Sense even more valuable to you.

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https://media.fidelity.com/assets/Fidelity.com_VMS/915/727/Thumb_slide.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/915/727/iShares_unlocking_future_final.mp4 https://www.fidelity.com/learning-center/investment-products/etf/fixed-income-key-things-video https://media.fidelity.com/assets/Fidelity.com_VMS/939/863/22551_FIxedIncomeETFs_120715-Platform_THUMB.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/939/863/22551_FIxedIncomeETFs_120715-Platform_MPX.mp4 https://www.fidelity.com/learning-center/investment-products/etf/how-trade-etfs-video https://media.fidelity.com/assets/Fidelity.com_VMS/541/779/40484_How_do_you_trade_ETFS_THUMB.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/541/779/40484_HowDoYouTradeETFs_UPDATE_032520_Platform_704x396.mp4 https://www.fidelity.com/learning-center/investment-products/etf/must-ask-questions-replay https://media.fidelity.com/assets/Fidelity.com_VMS/917/167/thumb.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/917/167/New_to_ETFs_Edited_1920x1080_v2.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/bond-investing-beyond-yield https://media.fidelity.com/assets/Fidelity.com_VMS/478/718/Bond_investing_beyond_yield_80.jpeg Download slides (PDF) Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/478/718/072425_FI_Bond_Yield_Replay_FINAL.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/buying-and-selling-municipal-bonds-video https://media.fidelity.com/assets/Fidelity.com_VMS/667/703/A20130513_PI_Scribe_MuniBond_06.21.13 1280x720_20_Thumb2.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/667/703/40367_Muni_Bonds_Secondary_Market_061020_Platform_704x396_baseline.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/cd-barbells https://media.fidelity.com/assets/Fidelity.com_VMS/818/115/22975_BARBELL_011017_THUMB.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/818/115/22975_BARBELL_011017_youtube.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/cd-ladders https://media.fidelity.com/assets/Fidelity.com_VMS/818/115/22975_LADDER_011017_THUMB.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/818/115/22975_LADDER_011017_youtube.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/cds-and-cuscs https://media.fidelity.com/assets/Fidelity.com_VMS/600/259/090425_CDs_and_CUSCs_Replay_Poster_80x45_80x45_2450910275578.jpg Download slides (PDF) Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/600/259/090425_CDs_and_CUSCs_Replay_720.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/corporate-bonds https://media.fidelity.com/assets/Fidelity.com_VMS/557/963/050125_Corporate_Bond_Investing_80x45_THUMBNAIL__576624.jpg Download slides (PDF) Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/557/963/050125_Bondsavvy_1280x720.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/navigating-interest-rates-video https://media.fidelity.com/assets/Fidelity.com_VMS/194/891/28713_LC_Rising_Rates_101916_Platform_704x396_THUMB_ALT.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/194/891/28713_LC_Rising_Rates_110116-Platform.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/new-fi-dashbaord https://media.fidelity.com/assets/Fidelity.com_VMS/374/803/100225_FI_Dashboard_Poster.jpg • Use the new Fixed Income Dashboard to monitor your bonds held at Fidelity and model the impact of hypothetical positions.
• Stay one step ahead of potential early redemptions, quantify past & future cash flows, and easily analyze the resilience of your overall fixed income portfolio using multiple risk metrics.
• Use Fidelity’s new Bond Ladder to easily build and purchase a bond ladder personalized to your requirements.
Download slides (PDF) Download transcript (PDF)]]>
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/new-fixed-income-dashboard https://media.fidelity.com/assets/Fidelity.com_VMS/841/1015/02.18.24_thumb.jpg Download transcript (PDF) | Download slides (PDF)
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/sitting-in-cash-replay https://media.fidelity.com/assets/Fidelity.com_VMS/194/595/sitting-in-cash-3-up-people.jpg Click here to discover more about PIMCO, a global leader in active fixed income Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/194/595/Sitting_in_cash_PIMCO_session_2_FINAL.mp4 https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/understanding-bond-pricing https://media.fidelity.com/assets/Fidelity.com_VMS/464/554/Understanding_Bond_Pricing_80.jpeg Download slides (PDF) Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/464/554/072425_FI_Bond_Pricing_Replay_FINAL.mp4 https://www.fidelity.com/learning-center/investment-products/investing-basics-video https://media.fidelity.com/assets/Fidelity.com_VMS/143/811/investing-to-meet-your-goals_poster.png ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/143/811/QFCM7581000H_47550_Investing_Pt_1_509_Learn_16x9_WEB.mp4 https://www.fidelity.com/learning-center/investment-products/options/bull-call-spread-video https://media.fidelity.com/assets/Fidelity.com/16/1009/57_01_what_bull_call_spread_Thumb.png https://media.fidelity.com/assets/Fidelity.com/14/977/57_01_what_bull_call_spread.mp4 https://media.fidelity.com/assets/Fidelity.com/14/689/57_02_why_bull_call_spread_Thumb.png https://media.fidelity.com/assets/Fidelity.com/13/561/57_02_why_bull_call_spread.mp4 https://media.fidelity.com/assets/Fidelity.com/15/769/57_experts_lm_Thumb.png https://media.fidelity.com/assets/Fidelity.com/14/481/57_experts_lm.mp4 https://media.fidelity.com/assets/Fidelity.com/15/225/57_experts_jb_Thumb.png https://media.fidelity.com/assets/Fidelity.com/16/81/57_experts_jb.mp4 https://www.fidelity.com/learning-center/investment-products/options/buying-protective-puts-video https://media.fidelity.com/assets/Fidelity.com/16/865/36_01_what_protective_put_Thumb.png https://media.fidelity.com/assets/Fidelity.com/15/865/36_01_what_protective_put.mp4 https://media.fidelity.com/assets/Fidelity.com/15/849/36_02_why_protective_put_Thumb.png https://media.fidelity.com/assets/Fidelity.com/16/577/36_02_why_protective_put.mp4 https://media.fidelity.com/assets/Fidelity.com/16/929/36_experts_lm_Thumb.png https://media.fidelity.com/assets/Fidelity.com/17/721/36_experts_lm.mp4 https://www.fidelity.com/learning-center/investment-products/options/knowing-the-strategies-replay https://media.fidelity.com/assets/Fidelity.com_VMS/418/219/title_slide_session_1_-_Thumb.jpg Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/418/219/OIC_aug_24_session_1_v3.mp4 https://www.fidelity.com/learning-center/investment-products/options/oic-options-basics-recording https://media.fidelity.com/assets/Fidelity.com_VMS/376/227/OIC_Options_Thumb.JPG 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https://media.fidelity.com/assets/Fidelity.com_VMS/486/398/Options trade management_Thumb.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/486/398/Options trade management_Edited.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/890/127/Options pricing_Thumb.JPG https://media.fidelity.com/assets/Fidelity.com_VMS/890/127/Options pricing_Edited.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/326/1019/Options trading ideas_Thumb.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/326/1019/Options trading ideas_No Edits.mp4 https://www.fidelity.com/learning-center/investment-products/options/options-atoz-replay https://media.fidelity.com/assets/Fidelity.com_VMS/674/979/Title_80x45_80x45_2134770755765.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/674/979/Options_A-Z_FINAL.mp4 https://www.fidelity.com/learning-center/investment-products/options/options-greeks-video https://media.fidelity.com/assets/Fidelity.com/16/161/38_01_what_greeks_Thumb.png 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https://media.fidelity.com/assets/Fidelity.com/15/529/48_01_what_sell_naked_call_Thumb.png https://media.fidelity.com/assets/Fidelity.com/15/705/48_01_what_sell_naked_call.mp4 https://media.fidelity.com/assets/Fidelity.com/15/769/48_02_why_sell_naked_call_Thumb.png https://media.fidelity.com/assets/Fidelity.com/13/689/48_02_why_sell_naked_call.mp4 https://media.fidelity.com/assets/Fidelity.com/15/913/48_experts_lm_Thumb.png https://media.fidelity.com/assets/Fidelity.com/16/65/48_experts_lm.mp4 https://media.fidelity.com/assets/Fidelity.com/17/193/48_experts_jb_Thumb.png https://media.fidelity.com/assets/Fidelity.com/16/641/48_experts_jb.mp4 https://www.fidelity.com/learning-center/investment-products/stocks/fidelitycom-like-pm-replay https://media.fidelity.com/assets/Fidelity.com_VMS/301/531/thumb.jpg Download transcript (PDF) Download slides (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/301/531/Fidcom_like_a_PM_video_FINAL.mp4 https://www.fidelity.com/learning-center/investment-products/stocks/what-are-dividends-video https://media.fidelity.com/assets/Fidelity.com/92/262/18_01_what_dividends_thumb.jpg https://media.fidelity.com/assets/Fidelity.com/92/262/18_01_what_dividends_480x270.mp4 https://media.fidelity.com/assets/Fidelity.com/92/263/18_02_why_dividends_thumb.jpg https://media.fidelity.com/assets/Fidelity.com/92/263/18_02_why_dividends_480x270__449324.mp4 https://www.fidelity.com/learning-center/life-events/home-buying-simplified https://media.fidelity.com/assets/Fidelity.com_VMS/212/547/043025_Homebuying_80x45_Thumbnail.jpg Download transcript (PDF) | Download slides (PDF)
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https://www.fidelity.com/learning-center/money-unscripted/401k-loans https://media.fidelity.com/assets/Fidelity.com_VMS/992/867/Money-Unscripted_80x45-THUMB_(1)_(1).jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/992/867/EPISODE_401KLOANS_FIDCOM_FINAL_241014.mp4 https://www.fidelity.com/learning-center/money-unscripted/529-plans-explained https://media.fidelity.com/assets/Fidelity.com_VMS/516/783/Money-Unscripted_80x45-THUMB.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/516/783/48043__529_PKG__FIDCOM_720.mp4 https://www.fidelity.com/learning-center/money-unscripted/boost-your-investing-confidence https://media.fidelity.com/assets/Fidelity.com_VMS/1023/431/Money-Unscripted_80x45-THUMB_(1)_(2).jpg 1 strategies can help you try and grow your money and reach your goals.
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https://www.fidelity.com/learning-center/money-unscripted/career-change https://media.fidelity.com/assets/Fidelity.com_VMS/884/991/Money-Unscripted_80x45-THUMB_(6).jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/884/991/FidCom_careerchangeREV_250113_01.mp4 https://www.fidelity.com/learning-center/money-unscripted/employee-stock-purchase-plans https://media.fidelity.com/assets/Fidelity.com_VMS/376/503/Money-Unscripted_80x45-THUMB_(1)_(3).jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/376/503/fidcom_ESPP_250529.mp4 https://www.fidelity.com/learning-center/money-unscripted/estate-planning-dividing-assets https://media.fidelity.com/assets/Fidelity.com_VMS/910/875/Money-Unscripted_80x45-THUMB.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/910/875/FidCom_Heirlooms_02_typofix.mp4 https://www.fidelity.com/learning-center/money-unscripted/estate-planning-key-documents%20 https://media.fidelity.com/assets/Fidelity.com_VMS/769/799/Money-Unscripted_80x45-THUMB_(10).jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/769/799/fidcom_estate_250616_01.mp4 https://www.fidelity.com/learning-center/money-unscripted/financial-literacy-fundamentals https://media.fidelity.com/assets/Fidelity.com_VMS/380/583/MU_Thumb_80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/380/583/FidCom_FinLit_08_720.mp4 https://www.fidelity.com/learning-center/money-unscripted/health-care-proxy https://media.fidelity.com/assets/Fidelity.com_VMS/655/183/Money-Unscripted_80x45-THUMB_(7).jpg Learn more about the Baker Family’s mission at www.baylieswish.org
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https://www.fidelity.com/learning-center/money-unscripted/retirement-your-way https://media.fidelity.com/assets/Fidelity.com_VMS/141/79/Money-Unscripted_80x45_THUMB.jpg How much is enough? How can I invest? What about health care costs in retirement? On this episode of Money Unscripted, a new podcast from Fidelity Investments, Ally Donnelly talks with one man about finally pursuing his dream in retirement. Plus, our Fidelity pro weighs in with insights and strategies to help you retire your way.


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Download transcript (PDF) Download Slides (PDF)]]>
https://media.fidelity.com/assets/Fidelity.com_VMS/175/487/givingtuesday__year-end_tips_to_maximize_your_impact_(1080p).mp4
https://www.fidelity.com/learning-center/personal-finance/college-planning/529-2024-webinar-replay https://media.fidelity.com/assets/Fidelity.com_VMS/799/139/529_August_Webinar_Final_POSTER_FOR_REPLAY.jpg Download transcript (PDF) | Download slides (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/799/139/08.21.24_529_MOE_FINA_REPLAY_VIDEO.mp4 https://www.fidelity.com/learning-center/personal-finance/college-planning/529-day-webinar-replay%20 Download slides (PDF) Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/140/895/052925_529_Day_1280x720.mp4 https://www.fidelity.com/learning-center/personal-finance/credit-cards-30 https://media.fidelity.com/assets/Fidelity.com_VMS/713/335/QFCM3379000H_43899_EDU_In30_Credit-Cards_Thumb_80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/713/335/QFCM3379000H_43899_EDU_In30_Credit_Cards_00.37_Social_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/personal-finance/credit-vs-debit-cards%20 https://media.fidelity.com/assets/Fidelity.com_VMS/376/483/Credit_card_vs_debit_card_Thumbnail_80x45.png https://media.fidelity.com/assets/Fidelity.com_VMS/376/483/Credit_vs_Debit_-_v04.mp4 https://www.fidelity.com/learning-center/personal-finance/dollar-cost-averaging-30 https://media.fidelity.com/assets/Fidelity.com_VMS/704/974/QFCM3368000H_43899_EDU_In30_Dollar-Cost-Averaging_Thumb_80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/704/974/QFCM3368000H_43899_EDU_In30_Dollar_Cost_Averaging_00.35_Social_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/personal-finance/family-financial-safety/end-of-life-plan https://media.fidelity.com/assets/Fidelity.com_VMS/125/838/32277_LC_Dementia_Conversation_80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/125/838/32277_LC_Dementia_Conversation_091417-1920x1080_HD.mp4 https://www.fidelity.com/learning-center/personal-finance/family-mapping https://media.fidelity.com/assets/Fidelity.com_VMS/403/386/Thumbnail_1_80x45.jpg 1
These presentations are provided for informational purposes only.
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https://www.fidelity.com/learning-center/personal-finance/financial-to-do-list https://media.fidelity.com/assets/Fidelity.com_VMS/560/555/42154_financial_wellness_to-do-list_v7_061621_80x45_thumb_(1).jpg https://media.fidelity.com/assets/Fidelity.com_VMS/560/555/QFCM4386000H_45571_Lifetime_Engagement_Financial_To_Do_Full_Show_Feb_2023__21.56_Webcast_Hub_16x9.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/567/887/42154_seg1_ask_right_questions_v7_061621_80x45_thumb_(1).jpg https://media.fidelity.com/assets/Fidelity.com_VMS/567/887/QFCM4387000H_45571_Lifetime_Engagement_Financial_To_Do_Ch1_Feb_2023_7.36_Webcast_Hub_16x9.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/567/887/42154_seg2_get_tax_smart_v7_061621_80x45_thumb_(1).jpg https://media.fidelity.com/assets/Fidelity.com_VMS/567/887/QFCM4388000H_45571_Lifetime_Engagement_Financial_To_Do_Ch2_Feb_2023_6.27_Webcast_Hub_16x9.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/550/295/42154_seg3_protect_what_built_v7_061621_80x45_thumb_(1).jpg https://media.fidelity.com/assets/Fidelity.com_VMS/550/295/QFCM4389000H_45571_Lifetime_Engagement_Financial_To_Do_Ch3_Feb_2023_8.13_Webcast_Hub_16x9.mp4 https://www.fidelity.com/learning-center/personal-finance/good-vs-bad-debt https://media.fidelity.com/assets/Fidelity.com_VMS/255/799/09_GoodVSBad_704x396.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/255/799/V04-Good_Debt_vs._Bad_Debt.mp4 https://www.fidelity.com/learning-center/personal-finance/how-to-start-saving-money https://media.fidelity.com/assets/Fidelity.com_VMS/971/191/11_StartSavingMoney_704x396.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/971/191/V02-How_to_build_smart_saving_habits.mp4 https://www.fidelity.com/learning-center/personal-finance/hsa-101 https://media.fidelity.com/assets/Fidelity.com_VMS/896/731/091825_HSA_Thum_80.jpeg Download slides (PDF) Download transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/896/731/091825_HSA_Replay_720__287873.mp4 https://www.fidelity.com/learning-center/personal-finance/humanness-during-pandemic https://media.fidelity.com/assets/Fidelity.com_VMS/234/279/ALL_Seg01_Intimacy-80px.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/234/279/The need for intimacy.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/232/327/ALL_Seg02_Behavior-80px.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/232/327/Behavior follows beliefs.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/234/279/ALL_Seg03_Hierachy-80px.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/234/279/Stay out of hierarchy.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/236/731/ALL_Seg04_Humility-80px.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/236/731/Skills of Humility.mp4 https://www.fidelity.com/learning-center/personal-finance/inflation-30 https://media.fidelity.com/assets/Fidelity.com_VMS/695/191/QFCM3372000H_43899_EDU_In30_Inflation_Poster_704x396.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/695/191/QFCM3372000H_43899_EDU_In30_Inflation_00.35_Social_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/personal-finance/investing-game-plan-tim-tebow https://media.fidelity.com/assets/Fidelity.com_VMS/553/822/Tebow_Thumbnail_80x45.png
Within the hour, you’ll walk away with tips from Fidelity and Invesco professionals on:

• Setting goals and creating your investing strategy
• Building a portfolio
• Level setting on risk and ways to help reduce it
• Foundational investing strategies
• Staying on track over time
Download Presentation (PDF) Download transcript (PDF)
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https://media.fidelity.com/assets/Fidelity.com_VMS/464/751/31715_small_business_update_2017_intro_060817_thumb.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/464/751/31715_small_business_update_2017_intro_060817_platformHD.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/466/202/31715_small_business_update_2017_sarah_060817_thumb.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/466/202/31715_small_business_update_2017_sarah_060817_platformHD.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/464/751/31715_small_business_update_2017_lauren_060817_thumb.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/464/751/31715_small_business_update_2017_lauren_060817_platformHD.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/464/751/31715_small_business_update_2017_jim_060817_thumb.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/464/751/31715_small_business_update_2017_jim_060817_platformHD.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/462/199/45211-peps-video-refresh-thumb_80x45__316546.png View full transcript (PDF)]]> https://media.fidelity.com/assets/Fidelity.com_VMS/462/199/45211-peps-video-refresh_9212023.mp4 https://www.fidelity.com/learning-center/personal-finance/retirement/time-to-talk-video https://media.fidelity.com/assets/Fidelity.com_VMS/233/147/28382_Time_To_Talk_v8_082321_platform.mp4 https://www.fidelity.com/learning-center/personal-finance/self-care-and-compassion https://media.fidelity.com/assets/Fidelity.com_VMS/362/99/SELF_Seg01_SelfComp80px.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/362/99/02_SelfCare Seg 01.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/362/99/SELF_Seg02_Beliefs80px.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/362/99/02_SelfCare Seg 02.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/362/99/SELF_Seg03_CoCreate80px.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/362/99/02_SelfCare Seg 03.mp4 https://www.fidelity.com/learning-center/personal-finance/sequence-of-returns https://media.fidelity.com/assets/Fidelity.com_VMS/713/743/45022_Thumbnail1.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/713/743/QFCM4298000H_45022_PI_2022_FILI_SOR_Video_02.16_Fidcom_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/personal-finance/spending-plan-30 https://media.fidelity.com/assets/Fidelity.com_VMS/664/435/QFCM3375000H_43899_EDU_In30_Spending-Plan_Poster_704x396.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/664/435/QFCM3375000H_43899_EDU_In30_Spending_Plan_00.37_Social_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/personal-finance/video-managing-family-finances https://media.fidelity.com/assets/Fidelity.com_VMS/326/851/41407_Advisor_Series_010721-Platform_THUMB.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/326/851/41407_Advisor_Series_010721-Platform_704x396.mp4 https://www.fidelity.com/learning-center/personal-finance/what-does-the-federal-reserve-do https://media.fidelity.com/assets/Fidelity.com_VMS/387/219/How_the_Fed_Affects_Your_Money_-_v03_-_UPDATED.mp4 https://www.fidelity.com/learning-center/smart-money/compounding-explained https://media.fidelity.com/assets/Fidelity.com_VMS/1016/635/80x45_Compounding.jpg
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https://www.fidelity.com/learning-center/smart-money/investing-101 https://media.fidelity.com/assets/Fidelity.com_VMS/775/19/Smart_Money_Thumb_Logo_80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/775/19/SMP_240717.mp4 https://www.fidelity.com/learning-center/smart-money/portfolio-management https://media.fidelity.com/assets/Fidelity.com_VMS/846/851/Market_Volatility_704x396.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/846/851/V02-MARKET-VOLATILITY_Non-Stereo.mp4 https://www.fidelity.com/learning-center/smart-money/ways-to-invest-money https://media.fidelity.com/assets/Fidelity.com_VMS/75/31/48611-09-Replay_Thumbnail-704x396.jpg ®, Private Wealth Management Advisor, and Chase Cotnoir, Principal Editor, Brokerage Education, share investing tips, tools, and insights to help boost your investing skills. They cover:
  • Historical stock market trends to keep in mind
  • Ways to break down investing barriers
  • Tactics for choosing your accounts and investments
  • Common investing mistakes to avoid
  • Ways to minimize investing costs
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https://media.fidelity.com/assets/Fidelity.com_VMS/75/31/051525_Smart_Money_investing_webinar_v2.mp4
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https://media.fidelity.com/assets/Fidelity.com_VMS/506/147/StockAnalysis_CoDividends_Thumbnail.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/506/147/StockAnalysis_CoDividends.mp4 https://www.fidelity.com/learning-center/tools-demos/research-tools/using-key-statistics-options-research-video https://media.fidelity.com/assets/Fidelity.com_VMS/424/435/KeyStatistics_Thumbnail.JPG https://media.fidelity.com/assets/Fidelity.com_VMS/424/435/Key Statistics _020318_MT.mp4 https://www.fidelity.com/learning-center/tools-demos/research-tools/using-profit-and-loss-calculator-video https://media.fidelity.com/assets/Fidelity.com_VMS/510/351/ProfitLossCalculator_Thumbnail.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/510/351/ProfitLossCalculator (2).mp4 https://www.fidelity.com/learning-center/tools-demos/research-tools/using-the-strategy-evaluator-video https://media.fidelity.com/assets/Fidelity.com_VMS/259/655/StrategyEvaluator_Thumbnail.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/259/655/StrategyEvaluator_2017.mp4 https://www.fidelity.com/learning-center/tools-demos/trading-tools/nextgen-balances-video https://media.fidelity.com/assets/Fidelity.com_VMS/454/186/AccountBalances_1_Thumbnail__317659.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/454/186/AccountBalances_1__605567.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/454/687/AccountBalances_2_Thumbnail__777630.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/454/687/AccountBalances_2__991247.mp4 https://media.fidelity.com/assets/Fidelity.com_VMS/469/827/AccountBalances_3_Thumbnail__273076.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/469/827/AccountBalances_3__040291.mp4 https://www.fidelity.com/learning-center/tools-demos/trading-tools/tools-for-all-traders https://media.fidelity.com/assets/Fidelity.com_VMS/384/899/Tools_80x45_Poster.jpg Download transcript (PDF)
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Whether you're moving assets from another exchange or to a personal wallet, here’s what you need to know about how to complete a cryptocurrency transfer with Fidelity Crypto®.]]> https://media.fidelity.com/assets/Fidelity.com_VMS/222/843/101425_Crypto_replay_PI_1920x1080_V1.4.mp4 https://www.fidelity.com/learning-center/trading-investing/crypto/crypto-in-an-ira-vid%20 https://media.fidelity.com/assets/Fidelity.com_VMS/890/439/48360_02_EP53-Crypto_Learn_80x45.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/890/439/061025_Crypto_replay_v2_Learn.mp4 https://www.fidelity.com/learning-center/trading-investing/crypto/dapps-explained https://media.fidelity.com/assets/Fidelity.com_VMS/533/427/45566_Poster2_dApps-80x45.png https://media.fidelity.com/assets/Fidelity.com_VMS/533/427/QFCM4961000H_45566_PI_dApps_0157_Fidcom_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/trading-investing/crypto/ethereum-vs-bitcoin https://media.fidelity.com/assets/Fidelity.com_VMS/665/1019/45566_Poster2_BTCvsETH_704x396_v1.png https://media.fidelity.com/assets/Fidelity.com_VMS/665/1019/QFCM8468000H_48587_PI_Two_Coins_1.35_YT_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/trading-investing/crypto/how-to-account-open-2025-vid https://media.fidelity.com/assets/Fidelity.com_VMS/953/950/48360_02_EP59-Crypto_Learn_Cut1_80x45.jpg ® Account]]> https://media.fidelity.com/assets/Fidelity.com_VMS/953/950/101425_Crypto_replay_PI_1920x1080_V1.2.mp4 https://www.fidelity.com/learning-center/trading-investing/crypto/how-to-add-money-2025-vid https://media.fidelity.com/assets/Fidelity.com_VMS/214/535/48360_02_EP59-Crypto_Learn_Cut2_704x396.jpg ® Account]]> ® account, you’ll need to fund it in order to buy cryptocurrencies. This video walks you through the process of adding money to your Fidelity Crypto® account, via a Fidelity brokerage account. With shared-screen demonstrations from both mobile devices and desktop computers, this livestream explains how to transfer money from your external bank and into your Fidelity accounts to get you trading in just minutes.]]> https://media.fidelity.com/assets/Fidelity.com_VMS/214/535/101425_Crypto_replay_PI_1920x1080_V1.5.mp4 https://www.fidelity.com/learning-center/trading-investing/crypto/how-to-open-an-account-vid https://media.fidelity.com/assets/Fidelity.com_VMS/115/459/47269_06_EP43-YT-Poster2_80x45.jpg ® Account]]> https://media.fidelity.com/assets/Fidelity.com_VMS/115/459/HOW_TO_OPEN_AN_ACCOUNT.mp4 https://www.fidelity.com/learning-center/trading-investing/crypto/how-to-store-safely-vid https://media.fidelity.com/assets/Fidelity.com_VMS/410/667/EP57-Crypto-Learn-80x45.jpg ®.
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We’ll review how to buy or sell a stock and ETF, types of orders, and time in force.]]> https://media.fidelity.com/assets/Fidelity.com_VMS/7/687/QFCM6428000H_47474_BRK_How_to_place_a_stock_or_ETF_trade_1m37s_YT_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/trading-investing/important-to-diversify-investments https://media.fidelity.com/assets/Fidelity.com_VMS/546/431/08_Diversify_704x396.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/546/431/V09-FIDELITY-DIVERSIFICATION_10_2023.mp4 https://www.fidelity.com/learning-center/trading-investing/john-dance-tariffs-video https://media.fidelity.com/assets/Fidelity.com_VMS/379/943/QFCM8513000_48821_John-Dance-Tariffs-_3.08_Fidelity.com_704x396_704x396_704x396_2445315651632.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/379/943/QFCM8512000_48821_John_Dance_Tariffs__3.08_IFC_16x9_H2.64_audio_AAC__NC.mp4 https://www.fidelity.com/learning-center/trading-investing/managed-fidfolios https://media.fidelity.com/assets/Fidelity.com_VMS/535/963/42400-66-BNR-FidFolio-DirectIndx-704x396.jpg ® work?]]> https://media.fidelity.com/assets/Fidelity.com_VMS/535/963/QFCM7708000H_48539_How_do_Fidelity_Managed_FidFolios_work_2.02_COM_16x9_NC.mp4 https://www.fidelity.com/learning-center/trading-investing/market-vs-limit-order-video https://media.fidelity.com/assets/Fidelity.com_VMS/914/763/04_MarketLimit_704x396.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/914/763/QFCM7277000H_OrderTypes_120_COM_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/trading-investing/midyear-roundtable https://media.fidelity.com/assets/Fidelity.com_VMS/111/287/48557-09_YT-Thumb-80x45_V1.jpg Viewpoints Market Sense: 2025 midyear outlook roundtable]]> ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/111/287/QFCM8208000H_48557_PI_MS_2025_Outlook_View_Points_47.00_COM_16x9_REMIX.mp4 https://www.fidelity.com/learning-center/trading-investing/naveed-rahman-value-video https://media.fidelity.com/assets/Fidelity.com_VMS/71/619/QFCM9061000H_49045_AM_Naveed-Rahman-Value-Investing-Fid.com_333_FIDCOM_16x9_80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/71/619/QFCM9061000H_49045_AM_Naveed_Rahman_Value_Investing_Fid.com_333_FIDCOM_16x9.mp4 https://www.fidelity.com/learning-center/trading-investing/options-trading-for-beginners-video https://media.fidelity.com/assets/Fidelity.com_VMS/534/718/Fid.com-Thumbnail-Video4-80x45.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/534/718/QFCM7312000H_46864_PI_4_questions_to_ask_when_building_an_options_trading_plan__6.40_COM_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/trading-investing/personalized-coverage-model-bonds https://media.fidelity.com/assets/Fidelity.com_VMS/45/251/HNWBondDeskWebinar_1280x720poster.jpg Download transcript (PDF) | Download slides (PDF)
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|Download slides (PDF)
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https://www.fidelity.com/learning-center/trading-investing/trading-platforms/how-to-use-trader-plus-web-video https://media.fidelity.com/assets/Fidelity.com_VMS/149/507/What-is-Fidelity-Trader-Web-how-does-it-work-80x45.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/149/507/What-is-Fidelity-Trader-Web-how-does-it-work.mp4 https://www.fidelity.com/learning-center/trading-investing/what-are-liquid-alternatives-video https://media.fidelity.com/assets/Fidelity.com_VMS/560/851/Market-Sense_80x45-THUMB.png https://media.fidelity.com/assets/Fidelity.com_VMS/560/851/Alternative_Alts_Market_Sense_Cut_Down.mp4 https://www.fidelity.com/learning-center/trading-investing/when-to-sell-stocks-investments https://media.fidelity.com/assets/Fidelity.com_VMS/512/423/07_WhenToSell_704x396.jpg https://media.fidelity.com/assets/Fidelity.com_VMS/512/423/FINAL-How_and_When_to_Sell_Investments-NO-STEREO.mp4 https://www.fidelity.com/learning-center/wealth-management-insights/5-questions-estate-planning-trusts https://media.fidelity.com/assets/Fidelity.com_VMS/567/911/45397-11-WM-Insights-2023-5_Questions-Video-APR-STILL-80x45.jpg ]]> https://media.fidelity.com/assets/Fidelity.com_VMS/567/911/QFCM4614000H_45397_PI_Apr_5_Q_0.7.37_Fidcom_16x9_WEB_NC.mp4 https://www.fidelity.com/learning-center/wealth-management-insights/5-questions-health-care https://media.fidelity.com/assets/Fidelity.com_VMS/890/11/45397_20_WM_Still_80x45.jpg Health care costs in retirement often add up beyond what many people expect. In this conversation we’ll look at the average expenses facing retirees today and discuss ways to help pay for them. Featuring Benjamin Isgur, Vice President, Health Care Thought Leadership at Fidelity, and our host, Suzie Allen, Vice President, Insights from Fidelity Wealth ManagementSM.


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https://www.fidelity.com/learning-center/wealth-management-insights/emotional-investing-video https://media.fidelity.com/assets/Fidelity.com_VMS/476/191/48418_07_WM-Insights_July-Thumbnail_80x45.jpg 5 Questions with Fidelity: How to keep emotions out of investing]]> In turbulent markets, it’s best to avoid making emotional investment decisions. Unfortunately, humans are hardwired to react to uncertainty in ways that may not benefit us financially. The latest 5 Questions with Fidelity shares strategies that can help you stick to your plan through market ups and downs.

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https://www.fidelity.com/learning-center/wealth-management-insights/how-to-prepare-for-retirement-video https://media.fidelity.com/assets/Fidelity.com_VMS/934/383/48418_05_WM-Insights_MAY-Thumbnail_80x45.jpg 5 Questions with Fidelity: Preparing for your retirement]]> It’s normal to feel some anxiety when retirement is approaching. So to help you get ready, we have some recommended to-dos. You need to get your finances in order, envision your new lifestyle and what it may cost, calculate your predictable sources of income, review the positioning of your portfolio, and more. Watch the latest 5 Questions with Fidelity if you want to feel both financially and emotionally prepared for retirement.

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https://www.fidelity.com/learning-center/wealth-management-insights/hsas-explained-video https://media.fidelity.com/assets/Fidelity.com_VMS/422/955/48418_08_WM-Insights_AUG-Thumbnail_80x45.jpg 5 Questions with Fidelity: Making the most of a health savings account]]> Currently, a single person retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement. The latest 5 Questions with Fidelity explains how you can leverage health savings accounts (HSAs) to help you deal with ever-rising health care expenses.

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https://www.fidelity.com/learning-center/wealth-management-insights/roth-conversion-video https://media.fidelity.com/assets/Fidelity.com_VMS/221/686/46983-16-WM-Insights-Oct-Thumbnail-80x45.jpg 5 Questions with Fidelity: The benefits and costs of Roth conversions]]> Roth IRAs have many benefits, including potential tax-free withdrawals, no required minimum distributions (RMDs), and tax diversification of your retirement benefits. But whether it makes sense for you to convert your traditional IRA to a Roth IRA depends on many important factors. Watch the latest 5 Questions with Fidelity to learn strategies for making the most of this financial move. This episode features Rita Assaf, Vice President, Retirement Products, Fidelity Investments, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth Management ℠.

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