Investment Strategy & Planning - Fidelity Wealth Management emphasizes building and maintaining a flexible investment strategy tailored to individual circumstances to navigate market volatility [1] - The firm guides clients through financial planning, assessing risk tolerance and comfort levels to determine appropriate asset allocation [1] - Tax-smart investing techniques are utilized to help clients retain more earnings, with Fidelity offering assistance in tax-efficient investing [1] - Portfolio monitoring considers personal situations, market conditions, and the overall economy [1] - Balancing professional management with self-guided tools is key to achieving desired life goals [1] Asset Allocation & Portfolio Management - Asset allocation should be based on time horizon, growth objectives, and the need for protection [1] - International stocks play a role in portfolio diversification [1] - Investment strategies should align with the client's time horizon [1] Market Perspective & Outlook - The webinar addresses managing money during periods of market volatility [1] - Expectations for interest rates are discussed [1] - Fidelity offers various ways to help clients implement their financial plans [1]

Fidelity's Asset Allocation Research Team shares with you a few insights on the latest market developments and reviews the second quarter of 2025 in the markets, as well as a look ahead. Questions? Drop them below 👇 and we’ll reply right in the comments. • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelit ...

If you’re investing in your 401(k), that's awesome. But what if you want to do more? See the investing strategies you can use to help you reach your goals. #investing #strategy 1190929.2.0 ...

Crypto Market Overview - The crypto space has gained significant attention as Bitcoin's price surpassed $100,000 [1] - The discussion covers various aspects of crypto investing beyond Bitcoin, including altcoins, crypto ETPs and ETFs, memecoins, and stablecoins [1] - The panel addresses customer questions about investing in crypto and assessing its suitability [1] Investment Considerations - The discussion highlights the importance of considering factors beyond current price action when investing in crypto [1] - Investing risk & volatility are key considerations [1] - Dollar cost averaging is mentioned as a potential investment strategy [1] Alternative Cryptocurrencies - The panel touches on altcoins, memecoins, and stablecoins [1] - Bitcoin & alternative coins are discussed [1] Fidelity's Crypto Services - Fidelity Digital Asset Services, LLC provides Fidelity Crypto accounts and custody and trading of crypto [1] - Fidelity Crypto and Fidelity Digital Assets are registered service marks of FMR LLC [1] - Brokerage services for securities trading are provided by Fidelity Brokerage Services LLC [1]

_Before trading options, please read the Options Disclosure Document: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document._ The major indexes have hit more all-time highs as earnings season gets underway, but there may be signs of exhaustion on the S&P 500 and Nasdaq. With that market backdrop, Tony shares what he believes to be a rare opportunity to capture potential upside in a mega-cap tech stock. - For more about In the Money: https://www.fidelity.com/learning-c ...

1190497.2.2 ...

Market Overview - NASDAQ has shown a significant recovery despite a challenging start to the year [1] - Fidelity's Director of Quantitative Market Strategy remains bullish on technology stocks, identifying areas of value [1] Key Discussion Points - Q2 Corporate Earnings were a key topic of discussion [1] - The impact of tariffs on markets and technology stocks is analyzed [1] - The potential broadening of the market is explored [1] - The effects of tax cuts on earnings are considered [1] - Federal Reserve policies and interest rates are examined [1] Investment Opportunities - The report encourages researching technology stocks and other sectors aligned with individual investing objectives [1]

Annuity Basics - Annuities are often misunderstood but could be a key component of retirement savings [1] - The discussion covers what an annuity is, when it fits into a financial plan, and common misconceptions [1] - Different types of annuities are explored [1] Annuity Features & Considerations - Income annuities may offer guarantees [1] - The presentation addresses how to determine if an annuity is suitable for an individual [1] - Factors to be aware of when considering investing in an annuity are highlighted [1] - The discussion compares annuities to bonds and CDs [1] - Funding options for annuities are reviewed [1] - The impact of annuity payments on Required Minimum Distributions (RMDs) is explained [1] - Annuity beneficiaries are discussed [1]

Check out a quick rundown from our latest Market Sense panel gauging where the market's been in recent months and where it might be going. https://www.fidelity.com/marketsense 1215145.1.0 ...

1183652.5.0 ...