Investing Guides from Fisher Investments

The world of investing can seem like a giant maze. Fisher Investments has developed several informational and educational guides tackling a variety of investing topics. To download each, simply click on the links below.

If you are looking for guides for your retirement, like The 15-Minute Retirement Plan, visit our Retirement Guides section.

Popular Guides

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The 15-Minute
Retirement Plan

Running out of money in retirement is one of the biggest fears for many investors. This guide addresses some key questions many face when planning for retirement.

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Stock Market Outlook

Which direction is the market headed? This timely report looks at key stock market drivers and can be useful whether you manage your own investments or work with an investment professional.

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Annuity Insights

Annuities may seem like simple long-long term investment products. However, deep in the fine print, there are many terms, conditions and variables that can affect annuity returns.


Retirement Investing Guides

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The Definitive Guide to Retirement Income

Do you know how much your retirement will cost? Do you know how to generate the retirement income you’ll need? This guide will help you find answers to these and other important questions.

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401(k) and IRA Tips and Answers

If you don’t know where to start, you’re not alone. But whether you’re already retired or still building your career, we aim to answer some of the most pressing 401(k) and IRA questions.

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The 15-Minute
Retirement Plan

Running out of money in retirement is one of the biggest fears for many investors. This guide addresses some key questions many face when planning for retirement.


Financial Planning Guides

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The 15-Minute
Financial Plan

A financial plan plays a key role in your overall investment strategy. However, they can vary widely, making it challenging to determine whether a financial plan is right for you.

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The 9 Biggest Mistakes in Financial Planning

For many, financial planning is something they were sold based on glossy-charts and slick sales presentations. It doesn't have to be this way.

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Maximize Your Social Security for Retirement

Social Security benefits can be an important source of cash flow in retirement, and the amount you'll receive is directly affected by the decisions you make leading up to retirement. 


Annuity Investing Guides

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Annuity Insights

Annuities may seem like simple long-long term investment products. However, deep in the fine print, there are many terms, conditions and variables that can affect annuity returns.

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Annuity Pros and Cons

Before you purchase an annuity, make sure you understand how they work. While annuities may seem like simple long-term investment products, there may be many terms and conditions that can affect your returns.


Other Investing Guides

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Investors' Guide to American Politics

This guide helps investors understand how Washington politics can influence market returns. It isn't intended to promote ANY political party – rather, to help investors navigate today’s political landscape.

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A Quick Guide to Global Investing

Most seasoned investors understand diversification has its benefits, and as the investment arena becomes more global, the spectrum of opportunities outside of the US continues to expand. 

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The Eight Biggest Mistakes Investors Make

In the world of investing, there are many common mistakes investors might make. Over time, these mistakes may have a larger negative impact than anticipated, especially when it comes to retirement.