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Portfolio Construction Insights
How rates rise matters
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In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity.
Client Experience
Market Downturn: Progress Report
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With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Behavioral Finance
Win the day
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As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Portfolio Construction Insights
Quarterly Market Update
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Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.