Investing Principles

Help your clients achieve their long-term goals.

Leverage Fidelity insights to create an investment plan

  1. Market Volatility

    Focus on Long-Term Goals during Periods of Volatility

    Equity markets rise, decline, and trade sideways. They rarely go straight up. While declines can be difficult, they are a normal part of equity markets, and staying the course may prove to be beneficial.

    MISSING OUT ON JUST FIVE GOOD DAYS IN THE MARKET CAN COST YOU

    Hypothetical growth of $10,000 in the S&P 500: 1/1/80 to 1/1/19

    Missing 50best daysMissing 30best daysMissing 10best daysMissing 5best daysAll days$57,382$125,080$318,036$426,993$659,515-35%-91%

    Clients shouldn't bail out at the first sign of a declining market.

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  2. BUILDING PORTFOLIOS

    Avoid Making Common Mistakes When Building Portfolios

    After conducting thousands of portfolio reviews for advisors, Fidelity uncovered seven common myths to avoid to help you build better portfolios. No longer are the days of searching solely for optimal risk and return when building portfolios for your clients.

    AVERAGE SOURCE OF RETURNS FOR U.S. STOCKS 1990–2020

    7%68%25%CompanySectorSize/Style93%of performance is drivenbysectorandcompanyfactors

    Explore Fidelity's seven common myths.

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  3. Tax-efficient investing

    Utilize Tax-Efficient Investment Strategies

    Tax laws have resulted in higher taxes for many and may significantly impact an individual's overall investment performance. Consider tax-efficient investment vehicles when assessing client needs.1

    The Power of Tax Deferral

    Tax deferral may help clients' portfolios grow faster. Tax deferred Taxable $82,931 $73,004

    Help clients develop a tax-efficient investment strategy.

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Investing Insights

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