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.


401(k) & 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 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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The 15-Minute Retirement Plan

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

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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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Premier Retirement Destinations

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 unique destinations and find our full list of top picks!

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10 Tips for Navigating Stock Market Bubbles

You don’t have to look hard to find the term “stock market bubble” being thrown around. But what is a market bubble? How do they form, and how do they burst? This is your guide to understanding market bubbles, including the signs one is coming and tips for investing during it.

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6 Pitfalls of Funds

In this guide, you will learn the following: Whether or not mutual funds are the best choice for your portfolio, how mutual funds may ignore your unique investing goals, what impact complex fees may have on your portfolio and much more!

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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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Annuities in Retirement: Understanding the Trade-Offs

While “guaranteed income” may sound promising, annuities often have complex contracts that could keep you from meeting investment goals. This easy-to-read guide breaks down common traits of annuity contracts to show how they often don’t work in investors’ best interests.

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The 15-Minute Financial Plan

For many investors, a financial plan plays a key role in 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 answer key financial planning questions.

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99 Retirement Tips

Benefit from the collective knowledge of highly successful retirees. Get helpful tips on lifestyles, investing and much more!

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A Retirement Guide for Couples

Have you planned how long your money might last in retirement? Have you discussed this financial plan with your significant other? Get A Retirement Guide for Couples to start talking about your retirement plan together.

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The Investor's Guide to a Comfortable Retirement

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!

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Is a Lump Sum Pension Withdrawal Right For You?

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.

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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.

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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.

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Retirement GPS

The amount of detail involved 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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13 Retirement Blunders to Avoid

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, you may save yourself a great deal of anguish, money and regret.

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Stock Market Outlook

Which direction is the market headed? The 2021 Q1 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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Surviving Market Volatility

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.

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The Investor's Guide to Bear Markets

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.

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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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When To Retire: A Quick and Easy Planning Guide

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.

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