ACCOUNTS & TRADING
PREMIUM CONTENT & TOOLS
Fidelity InstitutionalSM
Staying committed to the fundamental principles of investing can help you and your clients achieve long-term goals.
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. Maintaining a long-term horizon may help investors keep their perspective and stick to an asset allocation suitable for their long-term goals.
Clients shouldn't bail out at the first sign of a declining market.
A Look at S&P 500 history: Over the past 20 years, stocks have experienced bull markets, corrections, bear markets, and crashes. Despite the ups and downs, the stock market has trended higher—recovering again and again.
Together, active and passive funds have the potential to complement one another in a portfolio. With actively managed funds providing the potential to outperform market benchmarks, passively managed investment options can provide low-cost exposure to market segments. Understand the value of incorporating both into a portfolio strategy.
Give your investment plan a checkup and uncover areas of opportunity.
High-income investors have limited options for tax-advantaged accounts. Consider a variable annuity that provides tax-deferred growth and a guaranteed stream of income. 1
The Power of Tax Deferral
Past performance is not a guarantee of future results.
Hypothetical example assumes an annual contribution of $1,000, a tax rate of 25%, and an annual return of 7%. State and local taxes and account fees and expenses are not taken into account. This example also does not take into account capital loss carryforwards or other tax strategies used to reduce taxes that could be incurred in a taxable account. This example is not guaranteed, and you may have a gain or loss when you sell.
Help clients develop a tax-efficient investment strategy.
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