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Fidelity Viewpoints ®

Estate plan pitfalls to avoid

Estate plan pitfalls to avoid

Why choosing the right accounts and forms of ownership is key. How to get them right.

Remember credit risk

Unconventional bond strategies may help manage rate risk, but could fall short for investors.

Beware of cashing out

There are better alternatives than cashing out your 401(k) or other workplace account.

Takeaways for Q2 2015

Increased volatility is likely, a rate spike is unlikely, and European stocks look favorable.

Market and Economic Insights

Europe turning the corner

U.S. and eurozone strength bolsters global growth, but market volatility likely to rise.

See all Market and Economic Insights articles

The end of 0%?

What may be ahead: a rate hike later in the year, seesaw volatility, increased muni supply.

Investing Ideas

Time for munis

Higher tax rates and relative interest rates may make munis worth a look.

See all Investing Ideas articles

Demographic trends

History shows investors which industries may benefit as a country’s economy matures.

Retirement

Roth or traditional?

Taxes and how you manage your money can help you in figuring out a better way to save.

See all Retirement articles

Consider a Roth IRA

Get tax-free growth potential, tax-free withdrawals, no required distributions, and more.

Personal Finance

Family money lessons

Stories to help you navigate tough conversations about money, health, and estate planning.

See all Personal Finance articles

Last-minute tax tips

How to help avoid mistakes, speed up a refund, and save some of what you get back.

Active Trader

ETF myths explained

Aspects of ETFs can sometimes be misunderstood, especially costs, dividends, and taxes.

See all Active Trader articles

Consider stochastics

This indicator can generate buy and sell signals. Here’s what it says about stocks now.

NEW: Winter 2015 Edition

  • In the Money: Fall 2014

    Check out In the Money, a new publication for more investing ideas and strategies.

Mutual fund performance (PDF)

Returns for Fidelity funds and 529 college savings plans.
Before investing, consider the investment objectives, risks, charges, and expenses of the fund, exchange-traded fund, or annuity and its investment options. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available for the options, a prospectus or summary prospectus containing this information. Read it carefully.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.

Past performance is no guarantee of future results.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading.  Supporting documentation for any claims, if applicable, will be furnished upon request.
There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, and collars, as compared to a single option trade.

Investing involves risk, including risk of loss.

Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.)  Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible.

Diversification cannot ensure a profit or protect against loss.
Fidelity does not provide legal or tax advice and the information provided above is general in nature and should not be considered legal or tax advice. Consult with an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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