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Fourth Quarter 2019 Quarterly Market Update
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
How advisors can influence change in client behaviors
Sometimes, simply educating people about how to save and budget isn’t enough to incentivize healthy choices with their money. There are deeper, more advanced strategies that advisors can use to help clients improve their financial security and wellness.
Thought Leadership Report: Enforcement and Litigation Risks
This article provides a high-level overview of how the SEC enforces the federal securities laws and the rules thereunder, and the enforcement and litigation risks presented by the rulemaking package.
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
What Money Matters Keep Wealth Creators Up at Night?
Debt, children's education, dream business, vacation home, retirement. Wealth creators know that smart money decisions hinge upon prioritizing financial goals that compete for a finite amount of dollars. Yet, even for HNW primary income earners, it can be challenging to prepare for the future when money is still addressing the past.
Delivering Better Outcomes: Today's Top Advisors Are Doing These 3 Things
The demand for financial advisors’ time has never been greater. With only so many hours in a day, how can advisors deliver a standout client experience?
A Macro View: The Fundamentals of Bitcoin Investing
Last Friday, October 25, was a big day for bitcoin, rallying as high as 42% and closing out the day up almost 30%. This was the third-largest, single-day run-up in bitcoin’s history! The strong price appreciation came on the back of comments from Xi Jinping, president of the People’s Republic of China, on the potential of blockchain technology, stating that China needs to “seize the opportunity… and accelerate the development of blockchain technology…”1
A Macro View - October Monthly Recap
The domestic equity markets returned to a more risk-on posture from the more defensive tone of the previous month. Interest rates were cut for a third consecutive time, planned tariffs on Chinese goods were postponed, and Brexit was delayed for another three months.
Washington Update: Could Antitrust Slay Tech?
It has been a difficult year for major tech companies. To demonstrate, consider what the news and polling firm Morning Consult wrote in June 2017: Google and Facebook “are enjoying high favorability ratings among U.S. consumers …”
Washington Update: The President’s Man
Eighteen years ago this week, in the wake of the Sept. 11, 2001 terrorist attacks against his city, Rudy Giuliani’s approval ratings stood at an incredible 79 percent. He was dubbed “America’s Mayor,” appeared on Saturday Night Live, and was named by Time as its “Person of the Year” in 2001.
Fourth Quarter 2019 Quarterly Market Update
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Weekly Investment Commentary: The equity outlook likely hinges on corporate earnings
Stock markets rose yet again last week, boosted by decent corporate earnings results and optimism over the near-term phase one U.S./China trade deal. The S&P 500 Index climbed 1.2%.