College Savings - 529 accounts are useful for covering college expenses [1] - It's important to be careful about how 529 accounts are used to avoid penalties [1] Withdrawal Rules - There are specific withdrawal rules for 529 accounts that must be followed [1]

Long-Term Care Needs & Costs - Government data indicates that approximately 70% of individuals turning 65 today are likely to require some form of long-term care services [1] - Long-term care, whether due to injury, illness, or aging, can be financially burdensome [1] - The podcast episode addresses the financial implications of long-term care without insurance [1] Long-Term Care Insurance - Long-term care insurance is presented as a strategy to safeguard personal and family finances [1] - The discussion covers the definition, cost, and coverage aspects of long-term care insurance [1] - The content explores both traditional and hybrid long-term care insurance policies [1] - The podcast aims to answer questions about long-term care insurance, including eligibility and timing [1] Resources & Support - The Alzheimer's Association is mentioned as a resource, providing a helpline at (800) 272-3900 and online information [1] - Fidelity Investments provides resources on hybrid life insurance with long-term care benefits [1] - Fidelity Investments encourages engagement through various social media platforms [1]

Investment Portfolio Management - Fidelity provides tools to track portfolio performance and financial goals [1] - The platform allows users to monitor accounts, check balances and returns, and review asset mix [1] - Key insights are available on both desktop and the Fidelity mobile app to understand financial picture [1] Fidelity Resources and Services - Fidelity offers resources for evaluating investments and performance [1] - Users can open a brokerage account at Fidelity [1] - Fidelity encourages users to ask questions in the comments section [1] Fidelity Social Media Presence - Fidelity maintains an active presence on various social media platforms including YouTube, Reddit, Instagram, TikTok, Facebook, LinkedIn, X (formerly Twitter), and Discord [1]

_Before trading options, please read Characteristics and Risks of Standardized Options here: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document_ Tony discusses the escalating trade tensions, October rate cut, and more. He then shares a trade idea for a gas & electric company and looks back to a recent trade for an investment bank. Questions? Drop them below 👇 and we’ll reply right in the comments. - For more about In the Money: https://www.fidelity.com/learning-cen ...

Market Volatility Management - During market volatility, individuals can control their financial planning and investment strategies [1] - Determining risk tolerance is crucial for navigating market dips [1] - Market volatility can present potential investment opportunities [1] Retirement Planning - Market dips can affect retirement savings [1] - Pulling out of the market can significantly impact retirement plans [1] - Staying the course with investments or making adjustments should be considered during market volatility [1] Resources and Engagement - Fidelity offers resources on market volatility overview and tips for navigating volatile markets [1] - New episodes of Money Unscripted are released bi-weekly on Tuesdays [1] - Fidelity encourages audience engagement through comments, email, and social media platforms [1]

Crypto Market Overview & Future Outlook - Fidelity's panel recapped 2025 crypto headlines, discussing Bitcoin vs stocks & altcoins [1] - The panel explored crypto's future in mainstream finance & payments and as a portfolio diversifier [1] - Fidelity's experts shared insights on what could be coming in Q4 [1] Regulatory & Legislative Impact - The panel explored the potential impact of the GENIUS Act and other pending legislation and regulations on the crypto markets [1] Investor Considerations - The livestream addressed viewer questions about how interest rate cuts and the equity markets are connected to cryptocurrency's present and future [1] - Fidelity provided information about crypto's possible role in an investor's portfolio [1] Risk Management - The panel discussed crypto and criminal activity [1]

Market Focus - The discussion centers on blue chip investing strategies in an unpredictable economic environment [1] - The report explores the impact of artificial intelligence (AI) on established and emerging companies, identifying potential winners and losers [1] - The analysis includes navigating tariffs and uncertainty in the market [1] Investment Strategies - The report features insights on stock picking from a portfolio manager [1] - It addresses handling risk versus growth in investment decisions [1] - The content emphasizes the power of compounding [1] AI Analysis - The report discusses the future of AI and AI innovation [1] - It raises the question of whether there is an AI bubble [1] Global Market Perspective - The discussion includes a comparison of U S versus global stocks [1] Disclaimer - The views expressed are for educational purposes and should not be considered investment advice [1]

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]

HSA Basics - An HSA is explored as a potential tool for both current and retirement financial planning [1] - HSA offers a triple tax advantage [1] - Eligibility for an HSA requires a high-deductible health plan [1] - Unlike FSAs, HSA funds do not expire [1] HSA Management & Contributions - Individuals can open an HSA independently, not solely through employers [1] - Contribution limits to HSAs are defined [1] - The amount to save for medical expenses in retirement should be considered [1] - HSA funds can be invested [1] HSA Usage & Planning - HSAs can be used for various expenses [1] - Considerations for HSA usage amounts are discussed [1] - An advisor is not necessarily needed to set up an HSA [1] - The process of opening an HSA is outlined [1] Important Considerations - The information provided is general and not legal or tax advice; consulting a tax advisor is strongly encouraged [1] - IRS resources, including Publication 969 and Publication 502, are recommended for review [1]

Introducing Fidelity Basket Portfolios - a faster and easier way to build and manage your portfolio with baskets. Build each basket with the stocks and ETFs you want and manage it as one investment. Invest any amount you want using fractional shares and trade or rebalance each basket with one click. See how it works in this short video. 00:14 Introducing Fidelity Basket Portfolios 00:21 Getting Started 00:39 Monitor and Manage 00:48 One Click Rebalancing Questions? Drop them below 👇 and we’ll reply right in ...