What Every Fidelity Investor Needs to Know
With more than $1.1 trillion in mutual fund assets and more than nineteen million shareholders, Fidelity Investments has long ruled the mutual fund industry. But its services extend far beyond mutual funds to include discount brokerage services, retirement services, estate planning, securities execution and clearance, life insurance, and venture capital.While Fidelity offers both novice and sophisticated investors some of the most innovative financial tools, products, and platforms currently available, the degree to which you'll benefit from your relationship with Fidelity depends upon how much you're willing to put into it. That's why James Lowell—one of the most trusted names in the investment business and a self-described Fidelity fanatic—has writtenWhat Every Fidelity Investor Needs to Know.When it comes to investment know-how and guidance, Lowell's advice—some of which can be found in his multiple award-winning, independent newsletterFidelity Investor(www.fidelityinvestor.com)—has helped hundreds of thousands of investors consistently outperform the market with less risk. And now he wants to show you how to do the same.What Every Fidelity Investor Needs to Knowis a clear and distinct guide that will help you get the best out of what Fidelity has to offer—whether it be through taxable accounts, IRAs, or 401(k)s. Using his proven investment experience and professional insights, Lowell walks you through the process of:Opening and understanding your Fidelity accounts—from reading your statements to investing onlinePlanning for your retirement, saving for your child's education, and making charitable donationsthrough FidelityChoosing from more than 300 actively managed,index-focused, and ETF-based funds—including Fidelity's Magellan Fund, Spartan Funds,and the ONEQTailoring a portfolio to your specific needs,risk tolerance, and investment objectivesAnd much moreWhile firmly focused on the financial issues that matter to you most, this practical guide also takes the time to familiarize you with the distinct culture that has allowed Fidelity—and its investors—to prosper for more than fifty years. Not only will you learn about the distinguished history of this great company, but you'll also discover some of its long-standing traditions, such as why Fidelity prefers to develop its own management talent.Engaging and accessible, informed and actionable,What Every Fidelity Investor Needs to Knowcontains the information you need to secure your financial future today.