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.


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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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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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 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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Stock Market Outlook

Which direction is the market headed? The 2018 Q2 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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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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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 and blunders, you may save yourself a great deal of anguish, money and regret.

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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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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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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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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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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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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 the unique destinations below and find our full list of top picks!

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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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The 15-Minute Financial Plan

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.

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5 Pitfalls of Mutual Funds

In this must-read 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 hidden fees may have on your portfolio and much more!

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