How has the stock market performed since the October 2023 lows? Sector performance since the October 2023 lows, the S&P 500 has shown a mixed performance. In October, the index fell by 2.20%, continuing a downward trend from September and August, which saw declines of 4.87% and 1.77% respectively1. This decline was attributed to a … Read more
Industrial Sector Coming soon: Industrials , Financials , Materials , Health Care , Utilities , Consumer Staples , Consumer Discretionary , Energy , Communications , Real-Estate. Fidelity’s FTEC Technology ETF: Up 46% since Q4-2022, Up 29% 2024 YTD Finviz: Fidelity FTEC Technology ETF Market Sentiment: While there is optimism about the long-term potential of AI … Read more
Learn how to maximize your 2025 investment potential and start building personal wealth with these game-changing strategies, including automating investments, fractional shares, ETF’s, and diversification. 3 Investment Strategies for New Vanguard Investors Whether you’re investing with Vanguard, these three powerful strategies are perfect for new investors to start securing your bag for your future. With … Read more
It’s that time of year again – tax season is upon us! In this blog post, we’ll look at the timeline for when 2024 Fidelity tax documents will be available and walk you through the process of getting them. When Will My Fidelity 1099 Tax Document Be Available? 1099 tax forms will be made available … Read more
Below is the VFIAX index fund calculator, which you can use to calculate the potential investment return for the Vanguard S&P 500 Index Fund (Admiral Shares). Vanguard’s VFIAX large-cap index fund, is an market-cap weighted index fund designed to measure the performance of the S&P 500, the five hundred largest publically-traded US companies. Year-to-date, VFIAX … Read more