If you’re wondering how managed accounts actually work, this session is for you. We’re going behind the scenes to take a deeper look at how money can be professionally managed. We’ll cover different account types, how investments are typically chosen and maintained, and how to help evaluate your account’s performance at Fidelity. 00:00 Introductions 01:07 Where in the planning process do managed accounts come into play and when do we build an investment strategy? 06:13 What type of help with managed account ...

Market Focus - Fidelity leaders discuss the escalating conflict in the Middle East and its potential impact on oil prices, markets, and the global economy [1] - The discussion covers topics such as the Iran conflict, Middle East situation, oil prices, and the global economy [1] - Fidelity provides insights on managing portfolios in the context of geopolitics [1] Economic Impact - The analysis includes short and long-term perspectives on oil prices [1] - The relationship between oil prices and inflation is examined [1] - Global reactions to the Middle East conflict are considered [1] Investment Strategy - Fidelity touches on international stocks and interest rates [1] - Fidelity encourages viewers to bookmark their Market Insights webpage for updates on market headlines and volatility [1]

Debt Management Strategies - Highlights strategies for managing and paying off debt, including discussions on curbing spending and planning for the future [1] - Features an individual, Sheyna, who successfully paid off $45,000 in debt, offering a real-world example [1] - Explores the snowball and avalanche methods for debt repayment, detailing the benefits of each approach [1] Financial Planning - Addresses the question of balancing debt repayment with investment opportunities [1] - Fidelity Investments provides financial consulting services and resources for debt management and financial planning [1] Fidelity Investments Resources - Fidelity Investments uses platforms like YouTube, Reddit, Instagram, TikTok, Facebook, LinkedIn, Discord, and X (formerly Twitter) to engage with and provide information to its audience [1]

Trading Stocks and ETFs on Fidelity Platforms - Fidelity provides guidance on trading stocks and ETFs via its mobile app and website [1][2] - The platforms offer tools to research investments, including price charts, news articles, and dividend information [3][4] Order Types and Execution - Investors can choose between market orders for immediate execution at the current price and limit orders for trading at a specific price [5][6][8] - Limit orders can be set for a day or extended up to approximately 180 days using the "Good Till Canceled" (GTC) option [9] Platform-Specific Instructions - On the mobile app, users select an account, search for a stock or ETF symbol, and choose to buy in dollars or shares [3][5] - On Fidelity's website, users navigate to the trade section, select an account, enter the stock or ETF symbol, and choose the order type [7][8]

Run a small business with less than 100 employees? The Savings Incentive Match Plan for Employees (SIMPLE) IRA could be the right retirement savings solution for your workforce. Any questions? Ask away. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1194784.5.0 ...

Recent volatility in the Treasury market doesn't mean bonds can't offer benefits to investors. On this episode of Market Sense, a Fidelity portfolio manager who specializes in fixed income explains why the current climate of higher yields and the potential for lower interest rates could deliver attractive returns. Plus, we dig into all the latest market headlines and trade news. Topics covered: • Bond opportunities • Bond ETFs • Active and passive bond funds 01:18: Middle East Conflict 02:50: Federal Reserv ...

IRA Products - Fidelity is commemorating the 50th anniversary of the Traditional IRA [1] - Fidelity is highlighting the Rollover IRA [1] Regulatory Information - Fidelity Brokerage Services LLC is a member of NYSE and SIPC [1] - The address of Fidelity Brokerage Services LLC is 900 Salem Street, Smithfield, RI 02917 [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 inflation and equity markets as well as a potential breakdown in the bond market. He then shares a trade idea for a retail giant and looks back to a recent trade for a computer tech company. Questions? Drop them below 👇 and we’ll reply right in the comments. - For more about In the Money: https://www.fidelity. ...

It's the perfect example of how doing something is doing something Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1183652.3.1 ...

Market Trends & Concerns - The discussion revolves around whether U S Treasuries are losing their safe-haven appeal, focusing on a recent selloff in long-term Treasuries and its potential impact on global markets [1] - The report highlights bond market volatility and concerns surrounding Treasuries [1] - It addresses the potential effects of tariffs, taxes, and increasing government debt on the market [1] Fiscal Policy & Investment Considerations - The analysis includes a closer look at current fiscal policy and the implications of more government debt in a volatile market [1] - It explores the role of foreign investors in the U S Treasury market [1] - The report considers the relationship between interest rates and inflation [1] Future Outlook & Opportunities - Fidelity encourages viewers to register for a 6/17/25 episode on bond opportunities and to bookmark the Fidelity Viewpoints 2025 Midyear Investing Outlook webpage for market insights [1]