Event Overview - Weekly live show every Wednesday at 1 p.m ET focusing on investing and market trends [1] - The show aims to explain how market trends could affect trades [1] Hosts and Expertise - Hosts include a Reddit + Discord Community Manager, a Market Technician from Fidelity Trading Strategy Desk (Andrew McGowin, CMT), and a Market Technician from Charting Product Team (Jonathan Lord, CMT) [1] - Fidelity Brokerage Services LLC is a member of NYSE, SIPC [1] Show Format - The show includes market updates, breakdowns of top financial storylines, and a lightning round for stock ticker charting requests [1] - It encourages live audience participation through questions and comments in the chat [1] Regulatory Information - Fidelity Brokerage Services LLC address: 900 Salem Street, Smithfield, RI 02917 [1] - The provided document number is 122466420 [1]

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

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

Leftover 529 funds? A new rule could help you repurpose them for retirement. Now, under certain conditions, up to $35,000 from a 529 plan can be transferred to a Roth IRA for the same beneficiary—without taxes or penalties. Watch to learn how it works and who qualifies. Get the deep dive: https://www.fidelity.com/learning-center/personal-finance/529-rollover-to-roth 1212813.1.0 ...

Check out this comprehensive walkthrough of the full, end-to-end process describing how to open, fund, and use a Fidelity Crypto® account. This episode starts with an explanation of who’s eligible for an account and then offers a step-by-step demonstration of how to buy and sell spot cryptocurrencies. The team also takes viewers through the process of transferring crypto into and out of an account. Using viewer questions to guide the discussion, this shared-screen experience explains how to use Fidelity Cry ...

Short-term bonds can offer income, flexibility, and stability in a diversified portfolio. This episode of Market Sense explores how short-term bonds have performed in the current economic environment, especially with more rate cuts on the table. A Fidelity bond fund manager will also discuss how inflation, tariffs, and Fed policy are shaping bond market dynamics. Topics covered: • Interest rate cuts • Bonds & short-term bonds • Tariffs, Government debt, and Fed Independence • Active vs. Passive 00:00 Introd ...

A Health Savings Account (HSA) can not only help you save for medical expenses, but it can also create a financial cushion for the future. Here’s how ➡️ 1207291.2.0 ...

What's just as important as having a trading strategy? Having an exit strategy. ⏰ See how. 1204662.1.0 ...

Here’s a helpful recap of our latest Market Sense panel discussion. This time, we covered different ideas for making the most out of your cash. https://www.fidelity.com/marketsense 1230334.1.0 ...

Market Trends & Investment Strategies - The Federal Reserve is shifting towards lower interest rates, presenting a challenge for investors to maximize cash returns [1] - Investors are exploring investments that can thrive in a declining interest rate environment [1] - The discussion covers strategies for reinvesting cash in response to potentially diminishing returns from traditional savings vehicles [1] Investment Options - Potential reinvestment options are being explored, including mutual funds, ETFs, and separately managed accounts [1] - The report references CDs, short-term bonds, fixed annuities, and money market funds as cash investment options [1] - Stock performance, international stocks, and small-cap stocks are discussed as potential investment avenues [1] Portfolio Allocation - The report mentions 60/40 and 70/30 portfolios, suggesting a discussion around asset allocation strategies [1] Resources & Disclaimer - Fidelity provides resources for researching rates, including CUSIP numbers, bond yields, and CDs via a bond search tool [1] - The webcast is for educational purposes only and should not be considered investment advice [1]