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Retirement Income And Withdrawal Strategies | Insights Live℠ | Fidelity Investments
Fidelity Investments· 2025-11-06 15:22
Join the Insights from Fidelity Wealth Management team for the second of a 3-part series on retirement planning. We will focus on helping you manage many of the questions you may face during your retirement, such as “How do I make my money last?” and “How do I get comfortable actually spending the money I have saved?” Specific topics we'll cover include: - Retirement income planning and the different sources that can help create your cash flow - Optimizing your withdrawals, including drawdown strategies for ...
Are We In An AI Bubble? - 11/04/25 | Market Sense | Fidelity Investments
Fidelity Investments· 2025-11-05 15:28
Market Performance & Earnings - S&P 500 上市公司第三季度财报季表现强劲,超过一半的公司业绩超出预期,平均超出 5 个百分点 [2][7][8] - 2022 年 10 月开始的牛市已进入第四年,盈利增长是关键驱动因素,继去年盈利增长 11% 之后,预计今年将再次增长 11% [10][11] - Magnificent Seven (Mag Seven) 股票占 S&P 500 盈利增长的 70% 以上,但同时也带来了集中风险,因为它们占 S&P 500 的 36% [24][28] AI & Technology - 市场对大型科技公司在人工智能 (AI) 基础设施上的巨额投资回报率表示担忧,引发了对 AI 估值和潜在泡沫的讨论 [13][14][15] - 嘉宾认为,从长远来看,AI 仍处于早期阶段,可能被低估,但短期内可能存在泡沫,因为技术转型通常伴随周期性调整 [19][20][22] - 嘉宾提出 "DARP" 投资理念,即 "durability at a reasonable price(以合理的价格实现持久性)",强调对公司产品需求、竞争壁垒和估值的评估 [32][36] - AI 可能对数字化业务产生重大影响,特别是那些采用 "per seat subscription model(按席位订阅模式)" 的公司,以及那些产品复杂度较低、可扩展性较差的公司 [40][41] - 生成式 AI,如 ChatGPT,能够以低成本按需生成内容,具有广泛的应用前景,例如个性化电影生成和癌症治疗 [49][50][51][53] - 未来一年,AI 领域值得关注的关键点包括模型是否持续改进、公司能否通过 AI 产品盈利以及企业能否更好地采用 AI 技术 [54][55][56][57] Economic Factors - 嘉宾认为,AI 可能会取代某些工作岗位,特别是信息类工作,但目前 AI 更多地被视为一种智能助手,而不是完全取代人类 [43][45][46] Other Factors - 嘉宾认为,当前最值得关注的是美国最高法院对政府通过《国际紧急经济权力法》(IEEPA) 征收关税的听证会,这可能会对当前的贸易关系产生影响 [59][60]
How To Prepare For Retirement | Insights Live℠ | Fidelity Investments
Fidelity Investments· 2025-11-04 16:32
Join the Insights from Fidelity Wealth Management team for the first of a 3-part series on retirement. We’ll not only address some classic retirement questions (such as, “How much money do I need to retire?”) but we’ll also examine those questions within the context of inflation and market volatility. And we’ll discuss how you can mentally prepare for retirement. Specific topics we'll cover include: - Estimating your "retirement cost of living" and how your retirement spending might evolve - Investing strat ...
Talking To Your Family About Transferring Generational Wealth | Fidelity Investments
Fidelity Investments· 2025-11-04 16:01
How and where do you want to live in retirement? What if you have a major health incident? And who will help you if you can’t manage your own finances as you age? These are hard questions, but the answers can impact generations of your family. That’s why Dr. Tim Habbershon, head of Fidelity’s Center for Family Engagement, says we need to stop avoiding the conversations and start talking about generational wealth and planning together. Tim joins Ally to share ways we can build the skills to have better conve ...
Market Strength Or AI Hype? - 10/30/25 | In The Money | Fidelity Investments
Fidelity Investments· 2025-10-31 20:37
_Before trading options, please read Characteristics and Risks of Standardized Options here: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document_ AI stocks continue to push the market to new highs, masking poor breadth and the underlying economic weakness driving the need for rate cuts. Tony shares his outlook on the state of the market and a bullish trade in AI. Questions? Drop them below 👇 and we’ll reply right in the comments. - For more about In the Money: https ...
Using Fidelity’s Tax-Loss Harvesting Tool For Potential Tax Savings
Fidelity Investments· 2025-10-31 19:00
Company Information - Fidelity Brokerage Services LLC is a member of NYSE and SIPC [1] - The company's address is 900 Salem Street, Smithfield, RI 02917 [1]
Following The Fundamentals
Fidelity Investments· 2025-10-31 18:58
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...
Special Event – Knowing Your Options: Options Trading Fundamentals & Strategies
Fidelity Investments· 2025-10-31 18:54
Company Information - Fidelity Brokerage Services LLC is a member of NYSE and SIPC [1] Contact Information - The company's address is 900 Salem Street, Smithfield, RI 02917 [1]
Trends & Trades
Fidelity Investments· 2025-10-31 18:51
Join us every Wednesday at 1 p.m. ET as we explain the investing and market trends of the week and how they could affect your trades. Our hosts, Michael, Andrew, and Jonathan, give market updates, break down the top financial storylines of the week, and top it off with the lightning round—during which the chat shares what stock tickers they want us to chart. This is a live show, so let us know your questions and comments in the chat—we may answer them on air! *Hosts:* Host: FidelityMichael - Reddit + Discor ...
The Opportunity For Short And Intermediate Bond Funds
Fidelity Investments· 2025-10-31 18:51
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...