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.
Which direction is the market headed? The 2020 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.
Reacting to market volatility could hurt your chances of reaching your long-term investing goals. The trouble is that many people don’t understand stock market volatility and how it impacts their portfolio strategy. Use this guide to learn more about volatility and how to survive the market’s ups and downs.
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.
For many, a financial plan plays a key role in their overall investment strategy. However, financial plans can vary widely, making it challenging to determine whether a financial plan is right for you. This guide helps to answer key financial planning questions.
Many people want something fresh in retirement, whether it’s more thrills or winters without blizzards. Planning can start years out, so don’t be afraid to do some daydreaming if retirement is on the horizon. Learn more about the unique destinations below and find our full list of top picks!
Benefit from the collective knowledge of highly successful retirees. Get helpful tips on lifestyles, investing and much more!
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.
It probably took you a lifetime of saving and investing to accumulate your retirement nest egg and, at this stage of your life, you simply don’t have time to recover from investment blunders. If this guide helps you avoid a handful of these common mistakes and blunders, you may save yourself a great deal of anguish, money and regret.
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.
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.
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.
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.
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.
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.
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.
Maybe you’re still working and you haven’t thought about retirement much, or maybe retirement is right around the corner and you’re simply waiting for the right time to take the next step. No matter your age or where you are in your career, the time to think about your retirement is now.
While “guaranteed income” may sound promising, annuities often have complex contracts that could keep you from meeting investment goals. But this easy-to-read guide breaks down common traits of annuity contracts to show how they often don’t work in investors’ best interests.
Do you know how long your nest egg will last in retirement? Download The Investor’s Guide to a Comfortable Retirement to help you align your finances with your retirement goals. Learn creative ways to generate income with your portfolio, when to take social security benefits and more!
When a bear market strikes, how should you react? Many investors don’t know the answer to this question, and as a result, make poor decisions when their portfolio drops. Read The Investor’s Guide to Bear Markets to help you better understand what to do during a bear market.
Do you have a pension plan? A lump sum pension withdrawal may provide more freedom to customize your retirement plan to your needs. Read this guide to help you understand if you need more investing flexibility than your pension can provide.
Have you planned how long your money might last in retirement? Have you discussed this financial plan with your significant other? Get the Retirement Guide for Couples to start talking about your retirement plan, together.
