Does your company offer an employee stock purchase plan (ESPP)? If so, it could be a way to help save for a new house, your child’s education, or build your retirement nest egg—all while investing in your company. Money Unscripted host Ally Donnelly and Fidelity pro Emily Cervino walk through the potential advantages, crunch the numbers, and break down the tax implications behind this often-overlooked workplace benefit. Watch now. 00:00 Welcome to Money Unscripted 01:04 What is an Employee Stock Purchase Pl ...

The SEP IRA can be a powerful retirement savings tool for small business owners and the self-employed—let’s take a closer look. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1194784.5.0 ...

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 markets recover all YTD losses and eye potential new all-time highs, we discuss the many factors in play and the possible downside risks of tariff uncertainty and souring consumer sentiment. Tony shares a new trade idea in a tech company potentially poised to break out and looks back at a prior trade in an EV company. Que ...

During this webinar, Braxton Rhone, CFP®, Private Wealth Management Advisor, and Chase Cotnoir, Principal Editor, Brokerage Education, share investing tips, tools, and insights to help boost your investing skills. They cover: - Historical stock market trends to keep in mind - Ways to break down investing barriers - Tactics for choosing your accounts and investments - Common investing mistakes to avoid - Ways to minimize investing costs 00:00: Introductions 02:00: How can investors feel more confident? 05:00 ...

2025 has hit the halfway point. Our Market Sense experts take a look back while discussing what might be in store for the rest of the year. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1209004.1.0 ...

Prepare for the back half of 2025 during our annual midyear outlook conversation with Fidelity leaders. How can investors help protect their money? Are there opportunities in this climate? Where are the greatest risks? Our team is breaking it down for investors. Topics covered: • Stock & bond markets • Potential risks and opportunities • Trump administration policies: tariffs, taxes & deregulation • Federal Reserve & interest rates • Tech stocks, gold, & Bitcoin 00:00 Introduction 2:43: Where does the econo ...

Next up on our tour of IRA types: the Roth IRA. Do you have a Roth? If so, what do you like the most about it? Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1194784.5.0 ...

Estate Planning Essentials - Estate planning is a necessary process that requires consideration of taxes, estate laws, and team selection [1] - Effective estate planning involves communicating the plan to loved ones [1] Common Mistakes & Solutions - Individuals often make mistakes in estate planning, highlighting the need to understand and avoid these pitfalls [1] - Minimizing gift, estate, and inheritance taxes is a crucial aspect of estate planning [1] - Choosing the right team to execute the estate plan is essential for its success [1] Fidelity's Insights - Fidelity offers insights on common estate planning mistakes and how to avoid them [1] - Fidelity provides resources for learning about wealth management and estate planning [1]

The new year is a great time to revisit your financial plan and make sure all aspects of your financial house are in order. Join the Insights from Fidelity Wealth Management℠ team as we address this broad subject. Specific topics we'll cover include: - Choosing short, medium, and long-term goal and strategies for achieving them - Creating plans for unexpected events like market volatility, job loss, and inheritance - Ensuring your investment strategy and asset allocation are aligned with your goals - Tax ti ...

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1183652.3.1 ...