Progress doesn’t always require big moves. Often, it’s about refining what you already have. A mid‑year check‑in can help you put unused cash to better use, confirm your plan still reflects your goals, and ensure your investment strategy is one you can stay committed to—regardless of market conditions. Read more in this month's issue of Points of Interest.
Fidelity Wealth Management
Financial Services
Boston, Massachusetts 15,526 followers
We’re here to help you protect, grow, and understand the potential of your wealth.
About us
Welcome to Fidelity Wealth Management. This is your home to find the latest insights and perspectives from Fidelity’s financial advisors, portfolio managers, and thought leaders, as well as timely wealth strategies to help you protect and grow your wealth now and into the future. We encourage you to use this community as a place to connect and share, because when it comes to managing your wealth, there is always more to discover. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
- Website
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http://go.fidelity.com/LIterms
External link for Fidelity Wealth Management
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Boston, Massachusetts
Updates
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The GDP is up and inflation is down. So, what does that mean for the markets? https://lnkd.in/eT2zBi9n
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Trusts can help manage wealth, protect what you’ve built, and plan ahead. Here’s how different types work and how they let you pass assets on to heirs on your terms: https://lnkd.in/epF2UpPA
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For high earners, Roth accounts and conversions can unlock real tax flexibility. Here are advanced strategies that may help create more control and potential savings: https://lnkd.in/eUCAgsEi
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Putting your home in a trust can offer more control, privacy, and estate planning benefits, but it also comes with tax considerations. Here’s what you need to know: https://lnkd.in/eSDDwF-E
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When one stock makes up a large share of your portfolio, it can quietly increase risk—even if that stock has performed well. In the latest episode of 5 Questions with Fidelity, Suzie Allen and Andrew Fabrizio break down what concentrated positions are, and how to manage the impact it can have on your overall investment strategy. Learn more: https://lnkd.in/eMwJmTUR
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Earnings are strong, but do rising oil prices mean a Fed rate hike is coming? Catch up on the week’s news in our Market Roundup. https://lnkd.in/eN4jFijb
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A good estate plan review doesn’t have to be a dramatic overhaul. It should be about confirming that things are as you want them to be—who should inherit, who will represent you when you’ve passed, and how they should carry out your wishes. Here are some questions to ask yourself. https://lnkd.in/e77ey865
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Last week brought updates on inflation, US manufacturing, and the job market. Here are the biggest stories in our latest Market Roundup: https://lnkd.in/eC8sxuaH