_Before trading options, please read Characteristics and Risks of Standardized Options here: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document_ As investors navigate the divergence between a cooling economy and optimism over earnings, this week’s CPI and PCE data drop could give us an idea of what to expect in the near term. Tony discusses the potential for a market rally and a new trade idea in health care. Questions? Drop them below 👇 and we’ll reply right in th ...

Gifting Strategies - Discusses tax-savvy and heartfelt gift ideas for kids, adults, and charities [1] - Explores financial gift ideas for friends and family [1] - Addresses contribution limits and tax implications for retirement accounts and HSAs [1] - Explains how charitable giving impacts taxes and deduction limits [1] Financial Planning for Children - Highlights the impact of financial gifts on a child's future [1] - Provides guidance on saving for a child's education and future retirement [1] - Suggests general financial gift ideas for children and how to pick them [1] Charitable Giving - Introduces Fidelity Charitable and donor-advised funds [1] - Details what assets can be donated to charity [1] Self-Investment - Encourages buying gifts for oneself and financially "treating yourself" [1]

Charitable Giving Strategies - Fidelity discusses tax-smart charitable giving strategies, influenced by recent tax legislation [1] - The discussion includes new opportunities in charitable giving due to recent tax law changes [1] - The video addresses the benefits of donating stocks or cryptocurrency [1] - Fidelity explains how to maximize the tax benefits of charitable giving [1] - Charitable giving can assist with required minimum distributions (RMDs) [1] Tax Legislation Impact - New tax legislation affects charitable giving strategies [1] - The video advises on how new tax laws should influence charitable giving this year [1] Resources and Engagement - Viewers can ask questions in the comments section [1] - Additional insights and market perspectives are available on Fidelity's website [1] - Fidelity encourages viewers to subscribe on YouTube and follow them on various social media platforms [1]

2025 Market Performance - S&P 500 hit record highs, driven by AI growth in the tech sector [1] - Discussion of best and worst performing sectors in 2025 [1] - Analysis of key factors driving the bull market in 2025 [1] - Examination of tech stock valuations [1] - Review of large caps vs small caps performance [1] 2026 Outlook - Assessment of whether the market will remain bullish in 2026 [1] - Jobs outlook for 2026 [1] - Consideration of diversification needs for 2026 [1] Fidelity Initiatives - Fidelity is hosting an event to discuss investment strategies for the new year [1] - Fidelity encourages viewers to subscribe to Viewpoints and follow them on various social media platforms [1]

Holiday gifting doesn't have to hurt your wallet. In this Women Talk Money: Playback, Alex Roca recaps gifts that grow, like savings bonds or contributions to a 529 account, HSA, or IRA. Plus, learn ways to give back to good causes that might also do some good for your tax bill. Watch now. #Gifts #Growth #Invest Fidelity.com/Gifting 1229589.1.0 ...

Market Overview - Discusses the Fed's 25 bps (0.25%) rate cut and small caps [1] - Presents a trade idea for an AI infrastructure company [1] - Reviews a previous trade involving an American multinational tech company [1] Educational Resources - Recommends reading "Characteristics and Risks of Standardized Options" [1] - Directs users to "In the Money" for more information on options [1] - Invites users to join Friday's at 1:30 pm ET for weekly trade ideas [1] - Encourages users to sign up for more tips and insights [1] Social Media Engagement - Promotes Fidelity's presence on various social media platforms including YouTube, Reddit, Instagram, TikTok, Facebook, LinkedIn, Discord, and X (formerly Twitter) [1] Risk Disclosure - Highlights that options trading entails significant risk and is not appropriate for all investors, with certain complex strategies carrying additional risk [1]

Overview of Cryptocurrencies - The report introduces four major types of cryptocurrencies: Bitcoin, Ethereum, Litecoin, and Solana [1] - It aims to educate beginners and those seeking deeper knowledge about crypto assets [1] Comparative Analysis - The analysis contrasts different coins, explaining their unique characteristics, potential pros and cons, and their roles in the digital asset ecosystem [1] - The report explains consensus mechanisms and use cases for Bitcoin, Litecoin, Ethereum, and Solana [1] Deep Dives into Specific Cryptocurrencies - The report provides in-depth analysis of Bitcoin, Ethereum, Litecoin, and Solana, covering their potential pros and cons [1] Fidelity's Crypto Services - Fidelity Digital Asset Services, LLC provides Fidelity Crypto accounts and custody and trading of crypto [1] - Fidelity Digital Asset Services, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services [1] Regulatory Information - Fidelity Digital Asset Services, LLC is engaged in virtual currency business (NMLS ID 1773897) [1] - Brokerage services in support of securities trading are provided by Fidelity Brokerage Services LLC ("FBS"), and related custody services are provided by National Financial Services LLC ("NFS"), each a registered broker-dealer and member NYSE and SIPC [1] Additional Resources - Fidelity Learn offers crypto articles, videos, and infographics [1] - Fidelity provides access to upcoming and past Covering Crypto Livestreams [1]

Tax Policy - The State And Local Taxes (SALT) deduction cap is 4 times higher than last year [1] - Individuals may want to consider itemizing deductions instead of taking the standard deduction [1]

On this episode of Market Sense, we are talking about interest rates and whether this rate cutting cycle could continue in 2026. We also delve into the end of quantitative tightening and how it may impact the bond market. Plus, what's next for Fed and monetary policy as Chair Powell's term ends in May. 02:12 Latest market news 05:03 Market Resiliency 06:54 AI 09:42 Tariffs 12:58 International stocks 14:54 Weaker dollar 17:49 Federal Reserve & interest rates 19:38 Gold rush 21:03 Bitcoin boom or bust? 22:21 ...

DeFi Overview - DeFi is defined as apps, platforms, and organizations enabling users to lend, borrow, stake, and trade cryptocurrencies and crypto assets [1] - DeFi solutions operate on smart contracts and leverage blockchain technology [1] - Fidelity Digital Assets offers Fidelity Crypto [1] Risk Disclosure - Investing in crypto involves risk, including the risk of total loss [1] Regulatory and Compliance - Fidelity Digital Asset Services, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services [1] - Fidelity Digital Asset Services, LLC engages in virtual currency business (NMLS ID 1773897) [1] - Brokerage services for securities trading are provided by Fidelity Brokerage Services LLC ("FBS"), a registered broker-dealer and member NYSE and SIPC [1]