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.
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.
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. This easy-to-read guide breaks down common traits of annuity contracts to show how they often don’t work in investors’ best interests.
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.
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.
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.
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!
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.
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.
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!