Economic indicators point to a strong economy, but a cultural historian at Fidelity explains why a growing number of people have a distorted view of the economy and their financial reality. A branch leader explains how this can lead to poor decisions, and how to not let it sidetrack you. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved ..read more

The Market Sense team discuss tax sensitive strategies designed to help keep more money in your portfolio and explain how our Fidelity professionals can help. Plus, they provide an economic “check-up" with the release of several new key gauges of economic data including some new inflation numbers. Fidelity does not provide tax advice. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved ..read more

Our Fidelity Professionals explain why they believe we’re now shifting to an environment of falling interest rates and accelerating earnings and weigh in on which investments, sectors and themes historically tend to do well in a falling rate environment. Plus, get all your latest market news in 20 minutes. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved ..read more

Our Fidelity professionals discuss some of the most attractive potential options for income in the current interest-rate environment, the risks and rewards of income investing, plus how income investments can fit into a portfolio. As always, they also tackle the latest market headlines, including the Fed’s March meeting. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved ..read more

Our Fidelity professionals discuss the options and strategies for income investing and the risks and rewards of each. And they explain why this may be the time to act. Plus, as always, they’ll cover the latest market headlines, including the Fed’s March meeting. Download transcript (PDF) | Download slides (PDF ..read more

Our professionals break down Fidelity’s latest “State of Retirement Planning” and a variety of retirement savings strategies. Plus, they discuss where the U.S. economy may be in the business cycle and whether a recession may be farther out than previously thought. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved ..read more

On this Super Tuesday episode of Market Sense, we’re speaking with Fidelity’s V.P. of Government Relations from Washington D.C., where a potential Government Shutdown is still a possibility. She’ll lay out areas where the 2024 Presidential Election could impact U.S. policies at home and abroad. Then, our Director of Global Macro will explain whether, historically, elections have impacted stock returns and the markets. Plus, a Fidelity branch leader will share questions she’s been getting from customers about what it all means for their portfolios. Read the full transcript View the slides Watch ..read more

It’s that time of year again! What are the tax changes for this year? In 20 minutes, we'll cover 5 areas where there are changes that might impact filing your taxes this year. Plus, what to keep in mind throughout the year to help reduce your taxes for next year's filing. And as always, we’ll cover all the market and economic news including when interest rate cuts may come. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved ..read more

Money can’t buy love, but money can complicate love! In addition to the market and economic headlines, our Fidelity professionals will dig into the findings from our “Couples and Money Study” – which Fidelity started conducting 17 years ago. They’ll discuss what happens when couples have mismatched financial perspectives and leave viewers with key takeaways to help them find harmony. Read the full transcript View the slides Watch the video replay ..read more

A new Calendar year can be a great opportunity to reflect on your financial progress and review your portfolio and goals for the future. What are the principles of a financial check-up? Plus, the Fed has been signaling that it may not be ready to cut rates in March. What does it mean for the markets? A Fidelity Branch leader and our Director of Global Macro weigh in. Read the full transcript View the slides Watch the video replay ..read more