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In The Money
Fidelity Investments· 2025-08-18 14:34
Risk Disclosure - Options trading involves significant risk and may not be suitable for all investors [1] - Complex options strategies carry additional risk [1] - Investors should read "Characteristics and Risks of Standardized Options" before trading options [1] Regulatory Information - Fidelity Brokerage Services LLC is a member of NYSE and SIPC [1] - Fidelity Brokerage Services LLC's address is 900 Salem Street, Smithfield, RI 02917 [1] Documentation - Supporting documentation for any claims will be furnished upon request [1]
Bullish Outlook Driven By Small Caps And Tech - 8/14/25 | In The Money | Fidelity Investments
Fidelity Investments· 2025-08-15 16:47
Market Overview & Strategy - The market breadth is improving overall [1] - Expectations are for interest rate cuts [1] - A trade idea is shared for a global financial services firm [1] - A recent trade for a data storage company is reviewed [1] Risk Disclosure & Compliance - Options trading entails significant risk and is not appropriate for all investors; certain complex options strategies carry additional risk [1] - Supporting documentation for any claims will be furnished upon request [1] - Fidelity Brokerage Services LLC is a Member of NYSE, SIPC [1] Resources & Engagement - Before trading options, please read Characteristics and Risks of Standardized Options [1] - Join weekly sessions for more details on trade ideas [1] - Sign up for more tips and insights from the team [1] - Follow Fidelity on various social media platforms including YouTube, Reddit, Instagram, TikTok, Facebook, LinkedIn, Discord, and X (formerly Twitter) [1]
What Is Dollar-Cost Averaging? | Fidelity Investments
Fidelity Investments· 2025-08-14 19:30
Dollar-Cost Averaging (DCA) Definition and Mechanics - Dollar-cost averaging involves investing a fixed amount of money at regular intervals, regardless of market conditions [1] - This strategy promotes consistency in investing rather than focusing on specific investment choices [1] - It can be implemented manually or through automated recurring investments in stocks, ETFs, or mutual funds [3] Benefits of Dollar-Cost Averaging - DCA helps establish a consistent investing routine and a strong financial foundation [5] - It can potentially lower the average cost of investments by buying more shares when prices are low and fewer when prices are high [9][10] - DCA can help remove emotion from investing, promoting adherence to a plan and reducing the temptation to time the market [7][8] - Staying invested in the market for the long term is generally better than trying to time the market [8] Considerations and Potential Drawbacks - DCA does not guarantee profit or protect against loss in declining markets and requires continuous investment [7] - If a lump sum is available and the market rises, DCA may result in missing out on potential growth [10] - Regular transactions can lead to increased commission or fee charges from brokerage companies [11] - DCA requires a commitment to consistent investing [11] Practical Application - Many 401(k) plans utilize dollar-cost averaging through automatic paycheck contributions [2] - Setting up recurring investments allows for automated share purchases of stocks, ETFs, or mutual funds [3] - Fidelity offers resources to help investors set up recurring investments [12] Illustrative Example - Investing $100 per month into an S&P 500 Index fund with an average 7% return could result in $7,200 after five years [5] - Continuing this investment for ten years could potentially double the money to $17,300 [6]
Keep on investing on.
Fidelity Investments· 2025-08-14 16:00
Investment Strategy - Investing emphasizes consistent progress, highlighting the importance of continuous action [1] - The document mentions a numerical value of 1183652.5, potentially representing a financial figure of $1.18 million, although context is lacking to determine its specific meaning [1]
How Stocks Might React to Interest Rate Cuts - 8/12/24 | Market Sense | Fidelity Investments
Fidelity Investments· 2025-08-13 20:57
Market Outlook - Markets anticipate the Federal Reserve to cut interest rates in September following a disappointing jobs report [1] - Fidelity leaders discuss the likelihood of a rate cut in September and its potential implications for investors [1] - The discussion includes the potential impact of tariffs [1] Historical Analysis - The report examines historical data to understand the effects of rate cuts on the markets [1] Investment Strategies - The discussion covers the bond market and the 60/40 portfolio strategy [1] - The report identifies potential investment opportunities [1] Economic Factors - The report analyzes the relationship between rate cuts and inflation [1] - The future actions of the Federal Reserve are considered [1]
Denise Chisholm On Tech, Tariffs, & Data | Quant & Colleagues | Fidelity Invesments
Fidelity Investments· 2025-08-13 20:48
In the past quarter, stocks across the S&P 500 remained relatively expensive, with one key exception — the tech sector. Interesting. So what's happening with the tech sector.Well, tech's a massive sector, so let's talk about some key names, some of which are semiconductor stocks. Think about those companies that make builder design those small chips that go into electronic devices. These stocks are more volatile but when they rally they can often carry the entire sector to big gains.I see. But how come they ...
The right investment strategy starts with the right mix of ingredients. Get cooking.
Fidelity Investments· 2025-08-11 17:39
Smart investment strategies and diversification explained with…dumplings. See how to try and cook up your own recipe for success. Watch now. #investing #strategy Diversification and asset allocation do not ensure a profit or guarantee against loss. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1190929.2.0 ...
Third Quarter 2025 Quarterly Sector And Investment Research Update | Fidelity Investments
Fidelity Investments· 2025-08-08 19:00
Report Overview - The report is a recurring "Quarterly Sector and Investment Research Update" [1] - It includes insights from Denise Chisholm, Director of Quantitative Market Strategy [1] - The report provides a view of the current state of the markets [1] Engagement Channels - Fidelity encourages questions and comments on the report [1] - Fidelity promotes its YouTube channel for more videos [1] - Fidelity promotes its presence on various social media platforms including Reddit, Instagram, TikTok, Facebook, LinkedIn, X (formerly Twitter), and Discord [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] - The document number is 121443120 [1]
Rate Cuts Incoming: What It Could Mean For Options - 8/7/25 | In The Money | Fidelity Investments
Fidelity Investments· 2025-08-08 17:54
Market Overview - The markets experienced a challenging week due to concerns about a slowing economy [1] - Poor jobs numbers, souring sentiment, and persistent inflation are leading the market to anticipate three rate cuts by the end of the year [1] - The reasons behind the anticipated rate cuts are not favorable for the markets [1] Investment Opportunity - A bullish opportunity in the retail sector is identified [1] Risk Disclosure - Options trading involves significant risk and may not be suitable for all investors [1] - Certain complex options strategies carry additional risk [1] Resources - Information on Characteristics and Risks of Standardized Options is available at the provided link [1] - Additional information about "In the Money" options is available at the provided Fidelity link [1] - Weekly trade ideas are discussed on Fridays at 1:30 pm ET via the provided Fidelity link [1]
RMDs explained | 5 Questions with Fidelity | Fidelity Investments
Fidelity Investments· 2025-08-07 17:24
Starting at age 73, the IRS requires you to make annual withdrawals from your tax-deferred retirement accounts. But how much should you withdraw? Should you make a large withdrawal in January or smaller ones throughout the year? Are there tax implications? Should you reinvest the money? This episode of 5 Questions with Fidelity has answers to all these questions and is full of strategies to help you manage your RMDs. prepared for retirement. 00:00: Welcome to 5 Questions with Fidelity 00:31: What are requir ...