Fidelity Investments


  • What Is Your Investment Style?
    Knowing what your risk tolerance and investment style are will help you choose investments more wisely. While there are many different types of investments that one can make, there are really only three specific investment styles - and those three styles tie in with your risk tolerance. The three investment styles are conservative, moderate, and aggressive. Naturally, if you find that you have a low tolerance for risk, your investment style will Read More...
  • Tax Free Investments
    Tax-free investments are the investments that are exempted from tax. Generally, there are two types of tax-free investments namely fixed and variable. In the case of a fixed investment the investor is assured with the guarantee of return of the original sum on maturity. Sometimes the income is kept as a fixed amount. In a variable investment, the value of the amount varies according to the fortunes and marketability of the underlying shares in a Read More...
  • Tapping Home Equity in Retirement
    Americans are saving less and less for retirement these days, which is a big problem all around. As a result of this, many are now looking at their home as the source of their income for their golden years. By the time most homeowners are ready to retire, they have probably built up a significant amount of equity to tap into to supplement their income when they are not working. The biggest dilemma for most homeowners ready to retire and ready Read More...
  • The Four Stages of an IRA
    With all these different names and terms being thrown around in the financial community, it can get very confusing on what something is, and what it is not. How many times has it happened to you? Let me go through and explain the four stages of an IRA. Stage 1 – Regular IRA Everyone knows what the traditional IRA is. It is what most of us have our money in. We call up Fidelity, Charles Schwab, or Merrill Lynch and give them our money. With Read More...
  • Using Sector Funds to Construct Diversified Mutual Fund Portfolios
    ‘Sector funds are too risky.’ ‘I doubled my money with Fidelity Select Technology in 12 months!’ ‘Avoid sector funds.’ If all of this sounds confusing, you are not alone. Sector funds are among the more misused and misunderstood investments. So, how should you use sector funds? Before looking at one of the uses of sector funds in detail, let’s review what sector funds really are: Sector funds confine their investments to a particular sector of t Read More...