Investing Guides from Fisher Investments

The world of investing can seem like a giant maze, especially when planning your path to retirement. At Fisher Investments, we have developed several informational and educational brochures tackling a variety of investing topics. To download each, simply click on the links below.

Most Popular Guides

The 15-Minute Retirement Plan

Running out of money in retirement is one of the biggest risks, and fears, investors may face.   Working your whole life to gather enough wealth for retirement, only to realize too late it's just not enough, can be devastating. This guide addresses some key questions many face when planning for retirement.

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Quarterly Stock Market Outlook

Fisher Investments publishes a quarterly Stock Market Outlook with in-depth analysis of current investing conditions and a forecast for the period ahead. This timely report looks at key stock market drivers including market, political, and economic factors—and can be useful whether you manage your own investments or work with an investment professional.

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The Eight Biggest Mistakes Investors Make—And How to Avoid Them

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 planning.

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A Guide to Making Investing Decisions

The purpose of this guide is to help investors avoid potential unknown risks, offer insight to what "savvy  investors" do, and know when to get help—and how to get it. Time horizons, inflation, and an aging population—all of these factors and more help determine your nest egg goal. Get valuable insights into how to potentially achieve your investing expectations.

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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.   Diversification is an important part of risk management, and can be vital to long-term investment success.

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401(k) and IRA Tips and Answers

This guide sets out many of the things you should know about selecting, investing in and rolling your 401(k) over into an IRA. 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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Your Net Worth

Understanding your net worth is smart. Why? When you know your net worth you'll gain clear insight into your financial situation. Further, understanding your net worth will help determine if you're on the right track to reach your investment goals or if you need to put a plan in place.

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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. So before buying an annuity, be sure to completely understand the specifics of the annuity your considering.

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Investors' Guide to American Politics

This guide helps investor understand how Washington politics can influence market returns. Nothing in this guide is intended to promote ANY political party – rather, to help investors navigate today’s political landscape and make better investing decisions.

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Premier Retirement Destinations

Many people want something fresh in retirement, whether it's more thrills or winters without blizzards. This guide contains our top cities for retirement that meet our criteria: tax friendliness, reasonable cost of living, proximity to a major airport, desirable activities and overall quality of life.

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The 2015 Essential Investment Kit

This guide contains essential information for reviewing your financial situation in 2015, with tips and insights from The 2015 Stock Market Outlook, Your Net Worth, and 401(k) & IRA Tips and Answers.

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That Four Letter Word - Debt

Debt. That four-letter word is responsible for a wide range of fears and misperceptions about America's economy. How much do we owe? Is America's solvency in question? Does China own us? We'll answer all that and more in this report.

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