Creating a paycheck in retirement isn’t just about collecting stock dividends and bond interest. But selling stocks to cover living expenses in a volatile market can be fraught — all the more reason to have an income plan in place. After decades of saving and...
Best Investments to Hedge Against Inflation
Investing in these asset classes can help you stay ahead of inflation. Consumers around the world are all too familiar with inflation by now. More than two years into the pandemic, companies are contending with supply chain disruptions, which are affecting...
The Best Ways to Jump into Dividend Stocks
The best ways to jump into dividend stocks. Lured by the prospect of steady income, investors are pouring billions into these inflation hedges without always understanding how they work. Fidelity Insights:...
Retiring? Don’t Overlook Taxes
Here's how eight types of income are taxed. Fidelity Insights: https://www.fidelity.com/insights/retirement/how-retirement-income-is-taxed
What Every Investor Should Know About Direct Indexing
Fidelity Insights: https://www.fidelity.com/insights/investing-ideas/learning-about-direct-indexing
Are Dividend Stocks the Best Path to Income in a Bear Market?
Options and inverse ETFs can complement dividend stocks in client accounts. Fidelity Insights: https://www.fidelity.com/insights/investing-ideas/dividend-stocks-bear-market
An Investing Strategy for Down Markets
When stock prices fall, it can potentially be a buying opportunity for investors—just like when something goes on sale at the grocery store. A dollar-cost averaging approach can help take emotions out of investing by encouraging you to commit regular sums of money to...
Investing in Energy’s Middlemen
Midstream energy infrastructure companies generate lots of cash and typically pay large dividends. What's more, while these companies -- engaged in the processing, storage, and transportation of oil and natural gas through pipelines -- are less sensitive than other...
9 Retirement Distribution Strategies That Will Make Your Money Last
Want long-term financial security? Don't tap into your retirement savings without a plan. Saving money for retirement is only part of ensuring a financially secure future. The other half involves making smart decisions about withdrawing that cash. Fidelity...
Protecting Yourself from Fear of Loss
See 2 ways for investors to help balance growth with protection of principal. Excessive fear of loss causes many investors to act counterproductively. An anchor strategy could protect a portion of your investments. If your financial goal is 10+ years away, a protected...
6 Habits of Successful Investors
For most people, achieving success as an investor means reaching their financial goals, like owning a home, paying for college, or having the retirement you want. What separates the most successful investors from the rest? Here are the 6 habits of successful investors...
3 Strategies to Help Reduce Risk
Your capacity for risk of loss depends on your financial and emotional situation. There are 3 basic ways to deal with risk: avoid, manage, or transfer it. Know how much exposure to risk makes sense for you and develop a plan on your own or with a financial...