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https://www.fidelity.com/annuities/new-york-life-clear-income-annuity/overview
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https://www.fidelity.com/branches/investor-center-albany-new-york-12205
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https://www.fidelity.com/direct-indexing/customized-investing/overview
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https://www.fidelity.com/etfs/active-equity-etfs
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https://www.fidelity.com/etfs/learn-about-etfs
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https://www.fidelity.com/go/alternative-investments/private-alternative-investments
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• 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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• Tech stocks
• Valuations
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• 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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• Cash Investments
• CDs, short-term bonds, fixed annuities & money market funds
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• 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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• Q3 performance & earnings
• AI/Tech stocks, International/small caps
• Consumer spending & confidence
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https://www.fidelity.com/learning-center/investment-products/etf/fixed-income-key-things-video
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https://www.fidelity.com/learning-center/investment-products/etf/how-trade-etfs-video
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/bond-investing-beyond-yield
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/buying-and-selling-municipal-bonds-video
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/cd-barbells
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/cd-ladders
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/cds-and-cuscs
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/corporate-bonds
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/navigating-interest-rates-video
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/new-fi-dashbaord
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• 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)
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https://www.fidelity.com/learning-center/investment-products/fixed-income-bonds/new-fixed-income-dashboard
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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
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https://www.fidelity.com/learning-center/investment-products/investing-basics-video
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https://www.fidelity.com/learning-center/investment-products/options/knowing-the-strategies-replay
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Download transcript (PDF)]]>
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https://www.fidelity.com/learning-center/investment-products/options/oic-options-basics-recording
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https://www.fidelity.com/learning-center/investment-products/options/oic-options-in-portfolio-recording
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https://www.fidelity.com/learning-center/investment-products/options/options-101-webinar-series-recording
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Learn more about the Baker Family’s mission at www.baylieswish.org
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From careers to caregiving, paying for college to planning for retirement, we’re looking at the personal side of finance—jargon and judgment free. Get a sneak peek of what's on the way from Money Unscripted, a new bi-weekly podcast from Fidelity Investments. Join host Ally Donnelly and see how you can do more for your family and your future. After all, it’s your life. Get your money’s worth.
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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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® to learn how you can have a bigger impact on the causes you care about.
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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
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https://www.fidelity.com/learning-center/personal-finance/maximizing-benefits
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https://www.fidelity.com/learning-center/personal-finance/retirement/annuities-pros-and-cons
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https://www.fidelity.com/learning-center/personal-finance/retirement/claiming-your-benefit-video
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https://www.fidelity.com/learning-center/personal-finance/retirement/selecting-small-business-plan-video
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https://www.fidelity.com/learning-center/personal-finance/retirement/time-to-talk-video
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https://www.fidelity.com/learning-center/personal-finance/self-care-and-compassion
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https://www.fidelity.com/learning-center/personal-finance/sequence-of-returns
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https://www.fidelity.com/learning-center/personal-finance/spending-plan-30
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https://www.fidelity.com/learning-center/personal-finance/video-managing-family-finances
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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
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https://www.fidelity.com/learning-center/smart-money/investing-101
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https://www.fidelity.com/learning-center/smart-money/portfolio-management
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®, 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://www.fidelity.com/learning-center/trading-investing/adam-benjamin-tech-video
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https://www.fidelity.com/learning-center/trading-investing/asset-allocation-explained-video
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® now supports crypto transfers—both deposits (bringing crypto in) and withdrawals (sending crypto out). 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®.]]>
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https://www.fidelity.com/learning-center/trading-investing/crypto/ethereum-vs-bitcoin
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® 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.]]>
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https://www.fidelity.com/learning-center/trading-investing/crypto/q12025-recap-outlook-vid
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https://www.fidelity.com/learning-center/trading-investing/crypto/q3-2025-recap-and-lookahead-vid
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https://www.fidelity.com/learning-center/trading-investing/crypto/smart-contracts-explained
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https://www.fidelity.com/learning-center/trading-investing/crypto/types-of-crypto-scams
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https://www.fidelity.com/learning-center/trading-investing/crypto/understanding-crypto-taxes-2025-vid
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https://www.fidelity.com/learning-center/trading-investing/fresh-invest-podcast-crypto-in-flux-now-what
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https://www.fidelity.com/learning-center/trading-investing/fundamental-analysis/valuation-methods-video
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https://www.fidelity.com/learning-center/trading-investing/how-to-buy-stocks-etfs-mutual-funds
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® account. We’ll review how to buy or sell a stock and ETF, types of orders, and time in force.]]>
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https://www.fidelity.com/learning-center/trading-investing/important-to-diversify-investments
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https://www.fidelity.com/learning-center/trading-investing/managed-fidfolios
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® work?]]>
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https://www.fidelity.com/learning-center/trading-investing/market-vs-limit-order-video
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Viewpoints Market Sense: 2025 midyear outlook roundtable]]>
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https://www.fidelity.com/learning-center/trading-investing/options-trading-for-beginners-video
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https://www.fidelity.com/learning-center/trading-investing/personalized-coverage-model-bonds
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Download transcript (PDF) | Download slides (PDF)
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https://www.fidelity.com/learning-center/trading-investing/priyanka-singh-cybersecurity-video
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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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5 Questions with Fidelity: Understanding annuities]]>
Annuities can be a potential source of retirement income. But there are many types, and most people have questions about how they work. Watch this 5 Questions with Fidelity video to learn all about annuities, including who might benefit from them, what you should look for in an annuity, the questions you should ask, how much of your savings you should annuitize, and more. This episode features Christian Jeeves, Regional Vice President, Planning Solutions, Fidelity Investments, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth Management ℠.]]>
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5 Questions with Fidelity: Income strategies for early retirement]]>
Whether retiring early is a long-held dream or a consequence of a life event, it’s important to make sure you’re financially prepared. The latest 5 Questions with Fidelity video examines this important topic. We’ll cover account withdrawal strategies, preparing for the unexpected, determining whether your savings will last, and more. This episode features Stefne Lynch, Vice President, Fidelity Investments Life Insurance Company, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth ManagementSM.
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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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5 Questions with Fidelity: Family conversations on estate planning]]>
5 Questions with Fidelity shares “conversation cues” that can help your family have heartfelt and constructive estate-planning discussions.]]>
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5 Questions with Fidelity: Avoiding estate planning mistakes]]>
Creating an estate plan is a necessary process. To do it effectively, however, you need to make sure you consider taxes and estate laws, select the right team, communicate your plan, and more. The latest 5 Questions with Fidelity looks at the most common mistakes people make when creating an estate plan and shows you how to avoid them.]]>
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5 Questions with Fidelity: A blueprint for your estate plan]]>
Estate planning is a critical part of your overall financial planning because it provides a framework to help you transfer your wealth to loved ones and the causes you care about. The latest 5 Questions with Fidelity examines this important subject. We’ll go over the different estate planning documents everyone should have, why you might want to consider a trust, and discuss how to choose the people who will carry out your wishes. This episode features David Peterson, Head of Advanced Wealth Solutions at Fidelity Investments, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth ManagementSM.]]>
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5 Questions with Fidelity: Strategies to help manage estate taxes]]>
Careful estate tax planning can help protect your legacy. The latest 5 Questions with Fidelity looks at this subject in detail. We go over everything that could be included in your estate, how different types of assets are valued, the effect of current tax legislation, what gifts are considered taxable, and more. This episode features Michelle Caffrey, CFP®, Vice President, Advanced Planning at Fidelity, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth Management ℠.]]>
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5 Questions with Fidelity: Family discussions around money]]>
Having conversations with loved ones about money is important. After all, there are real risks to not discussing financial matters. It’s critical to make loved ones aware of intentions, estate plans, gifts, and much more. Watch this 5 Questions with Fidelity video, in which we discuss how families can communicate better about finances and articulate their money goals.]]>
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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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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/insights-live-on-demand
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Download slides (PDF)
Download transcript (PDF)]]>
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https://media.fidelity.com/assets/Fidelity.com_VMS/650/187/041025_InsightsLive_EstatePlanning_v4.mp4
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https://www.fidelity.com/learning-center/wealth-management-insights/long-term-care-insurance-video
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5 Questions with Fidelity: Funding long-term care]]>
5 Questions with Fidelity looks at ideas that can help you cover its potentially high costs, which aren’t generally covered by Medicare. You’ll hear answers to common questions about paying out of pocket versus using different types of long-term care insurance, factors to consider when purchasing a policy, when it’s recommended to start planning, and more. This episode features Stefne Lynch, Vice President, Fidelity Insurance Agency, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth Management ℠.]]>
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https://www.fidelity.com/learning-center/wealth-management-insights/market-outlook-video
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5 Questions with Fidelity: Your 2025 investing preview]]>
Can the markets continue to perform well in 2025? How could government policy affect the economy? What’s the outlook for bonds in the year ahead? Watch this 5 Questions with Fidelity video to get answers about what could be in store for the stock markets, the international sector, bonds, and more.]]>
https://media.fidelity.com/assets/Fidelity.com_VMS/723/803/QFCM7507000H_Dec_5Qs_Full_Video_COM_16x9_WEB_NC.mp4
https://www.fidelity.com/learning-center/wealth-management-insights/quarterly-market-perspective
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5 Questions with Fidelity: Protection strategies for your retirement]]>
As retirement approaches, most people are concerned about how to best protect their family’s financial future. And the choices can be complicated. Watch this month’s 5 Questions with Fidelity for an examination of some different protection strategies you could consider. Get an explanation of the role that life insurance, guaranteed income sources, and long-term care insurance could play in your financial plan.]]>
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https://www.fidelity.com/learning-center/wealth-management-insights/rmds-explained-video
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5 Questions with Fidelity: Understanding and managing your RMDs]]>
Starting at age 73, the IRS requires you to make annual withdrawals from your tax-deferred retirement accounts. But how much should you withdraw? Should you make a large withdrawal in January or smaller ones throughout the year? Are there tax implications? Should you reinvest the money? This episode of 5 Questions with Fidelity has answers to all these questions and is full of strategies to help you manage your RMDs.]]>
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https://www.fidelity.com/learning-center/wealth-management-insights/roth-conversion-video
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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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https://www.fidelity.com/learning-center/wealth-management-insights/succeed-on-your-own-terms
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https://www.fidelity.com/learning-center/wealth-management-insights/tax-efficient-investing-video
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5 Questions with Fidelity: Tax smart ideas for your portfolio]]>
Taxes can take a real toll on your investment returns, but there are different strategies you can use to help ease your tax burden. The latest 5 Questions with Fidelity reviews a range of tax-smart investing ideas. You’ll learn how you can use investment losses to help reduce your tax bill, why the type of account you hold your assets in matters, and much more. This episode features Naveen Malwal, Institutional Portfolio Manager, Strategic Advisers LLC, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth Management ℠.]]>
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5 Questions with Fidelity: Understanding taxes in retirement]]>
Many retirees assume they’ll be in a lower tax bracket later in life and that their tax returns will get simpler. But often that’s not the case. This 5 Questions with Fidelity explains how different types of income are taxed in retirement. We also discuss how to estimate your tax rate, manage your tax brackets, and take advantage of tax-smart planning strategies.]]>
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5 Questions with Fidelity: Preparing for potential tax changes]]>
There could be significant changes coming to our tax laws at the end of 2025. The latest 5 Questions with Fidelity examines some possibilities and discusses how you can prepare now. You’ll get answers to common questions about what could happen if 2018’s Tax Cuts and Jobs Act is allowed to sunset, why it could be beneficial to do a Roth conversion now, and much more. This episode features Ajay Sarkaria, Regional Vice President, Advanced Planning, Fidelity Investments, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth Management ℠.]]>
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5 Questions with Fidelity: Managing your transition to retirement]]>
This episode of 5 Questions with Fidelity is designed to help you envision and prepare for your retirement. We’ll discuss creating an income plan, making the transition from saving to spending, preparing for future health care costs, and more. This episode features Keri Dogan, Senior Vice President, Financial Wellness & Retirement Income, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth ManagementSM.
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https://www.fidelity.com/learning-center/wealth-management-insights/what-to-do-with-cash-video
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5 Questions with Fidelity: Balancing cash in uncertain markets]]>
Many people find it hard to invest their extra cash, especially in uncertain markets. But once you’ve established an emergency fund, there can be certain risks in holding too much cash in your portfolio. Watch this 5 Questions with Fidelity video to get a sense of these risks, learn about the long-term benefits of a balanced asset mix, and hear why it can be a mistake to wait for the “right” time to invest.]]>
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https://www.fidelity.com/managed-accounts/managed-fidfolios
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What are actively managed strategies?]]>
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https://www.fidelity.com/managed-accounts/portfolio-advisory-service/tax-sensitive-video
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https://www.fidelity.com/mutual-funds/videos-podcasts/investing-sustainable-future-with-green-bonds
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https://www.fidelity.com/sector-investing/health-care/manager-insights
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https://www.fidelity.com/security/third-party-app-protection/venmo
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https://www.fidelity.com/spend-save/bill-pay/ebills
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https://www.fidelity.com/spend-save/fidelity-cash-management-account/cash-manager
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https://www.fidelity.com/trading/margin-loans/overview
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Margin Calculator]]>
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https://www.fidelity.com/trading/trading-dashboard-video
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https://www.fidelity.com/trading/trading-platforms
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https://www.fidelity.com/viewpoints/active-investor/put-a-collar
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https://www.fidelity.com/viewpoints/personal-finance/special-needs-savings
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https://www.fidelity.com/viewpoints/quarterly-fixed-income-perspectives
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https://www.fidelity.com/viewpoints/retirement/transition-to-medicare
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https://www.fidelity.com/wealth-management/investment-management-services
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https://www.fidelity.com/wealth-management/portfolio-manager-insights
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