Investing Principles

Staying committed to the fundamental principles of investing can help you and your clients achieve long-term goals.

Strategic building blocks to help you help your clients

  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 CAN IN THE MARKET 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 that may help you build better portfolios for today. 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 drivenbysectorandcompanyfactors

    Explore Fidelity's seven common myths.

    Learn more
  3. Tax-efficient investing

    Utilize Tax-Efficient Investment Strategies

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

    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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