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 Investing 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? The 2016 Q4 Stock Market Outlook 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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Retirement GPS

The amount of detail in retirement planning makes it easy to miss something.  To give you an easy introduction to the process, Fisher Investments developed Retirement GPS, an interactive guide to financial planning in retirement.

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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.

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Personal Investing Guides

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Investors' Guide to the 2016 Presidential Election

The 2016 Presidential election is heating up, but what does all the sensationalism really mean for your portfolio? This guide helps investors understand how Washington politics can influence market returns.

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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.

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Your Net Worth

Everything you wanted to know about your net worth, but didn’t know who to ask. Whether you’re starting to plan for retirement or are already there, this guide will cast light on financial mistakes you can’t afford to make.


Financial Planning 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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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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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

Indexed Annuities vs. Stock Market Returns

Indexed annuities are complex investment products that often are too good to be true—not always able to provide the “safety” or “returns” they promise.

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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.