Robbie How has the stock market performed since the October 2022 lows? The S&P 500’s market’s recovery has been fueled by strong performances in technology and communications services. Despite various monetary policy, macro-level business, political and geo-political setbacks, the S&P 500 has recovered 22% these past 24-months and shown resilience, driven by strong earnings in strategic … Read more
Holding cash on the sidelines in a Fidelity SPAXX money market account? You may be wondering how fed funds rate cuts impact your savings rate. Fidelity’s SPAXX government money market fund is your Fidelity.com account’s cash sweep account, where your money is held before it’s deployed into buying stocks. Thru Fidelity’s bank partner UMB Bank … Read more
On August 12, 2024, Fidelity Investments implemented a significant change to its transaction fee structure, impacting investors who trade mutual funds from the Vanguard and Dodge & Cox fund families. The online trading fee for purchasing these funds has increased from $75 to $100 per transaction. What’s Changed? Previously, the online transaction fee for purchasing … Read more
Choosing the right robo-advisor can be a game-changer for your investment journey. Today, let’s compare two heavyweights in this arena: Schwab Intelligent Portfolio and Fidelity Go. Each has its strengths, so let’s dive into the details to help you make an informed decision. Fidelity Go Fidelity Go impresses with its proprietary Flex Funds, offering unique … Read more
Welcome to our guide on how to get TurboTax for free from Fidelity for the 2023-2024 tax season. Fidelity customers have the opportunity to take advantage of this exclusive offer, which allows them to file their taxes with TurboTax Premier Online at no cost. In this tutorial, I will be covering two things: Fidelity Free … Read more
I recently made the switch to Roth contributions in my Fidelity employer 401k and had some questions about how these contributions would be displayed. After reaching out for insights, I received valuable information from other users that I’d love to share. Combined or Separate Account? When I switched to Roth contributions, I was curious to … Read more
Are you facing the issue of your Fidelity NetBenefits 401k not showing up in the Fidelity Full View? Don’t worry; here’s a step-by-step guide to resolve this and have all your financial information in one place. Sometimes, specific accounts like the NetBenefits 401k might not automatically show up. Enrolling Your NetBenefits 401k to Fidelity Full … Read more