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.


10 Tips for Navigating Stock Market Bubbles

Market Analysis

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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Market Analysis

Stock Market Outlook

Which direction is the market headed? The 2022 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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MARKET ANALYSIS

The 8 Biggest Mistakes Investors Make

If you have a $500,000 portfolio, download the guide by Forbes columnist and money manager Ken Fisher’s firm. It’s called The Eight Biggest Mistakes Investors Make. Even if you have something else in place right now, it still makes sense to request your guide!

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Financial Planning

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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Financial Planning

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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Financial Planning

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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Financial Planning

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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Image that reads Your Net Worth, Everything you ever wanted to know about year net worth but didn't know who to ask

Financial Planning

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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Image that reads Annuities in Retirement, Understanding the Tradeoffs

Annuities

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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Image that reads Annuity Insights: 9 questions every annuity investor should ask

Annuities

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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Retirement

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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Retirement

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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Retirement

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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Retirement

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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Retirement

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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Retirement

Three Questions Every Investor Should Ask

If you have a $500,000 portfolio, download the guide by best-selling author and money manager Ken Fisher's firm. It's called The Three Questions Every Investor Should Ask. This guide is written to help you better understand these three principles developed after years of studying financial markets.

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Retirement

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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Business 401(k)

Tax Savings Strategies for Small Businesses

What if you could move $250,000 or more directly from your business profits to your retirement savings, pre-tax? With the right retirement plan in place, the IRS says you can. Download the Tax Savings Guide to learn more.

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Business 401(k)

Cash Balance for Small Businesses

Depending on your age, you could be eligible to put away up to $433,500 each year, tax-deferred by maximizing contributions to a 401(k) and a Cash Balance Plan. Download the Cash Balance Guide to learn how to unlock huge savings.

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Business 401(k)

The 401(k) Plan Cost Guide

As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable.

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Business 401(k)

Provider Evaluation Checklist

8 Questions to Ask When Evaluating a Plan Advisor

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Business 401(k)

Fund Lineup Checklist

Quickly Audit Your Fund Lineup With This Checklist

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Business 401(k)

Roth 401(k) Guide

Tax Diversification - what you need to know. Download the Roth 401(k) to get started.

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Business 401(k)

401(k) Plan Checklist For Plan Administrators

Is your 401(k) Plan maximized?

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Business 401(k)

Profit Sharing Plans for Small Businesses

Profit Sharing is a type of employer contribution that can be utilized within a 401(k) plan to help business owners maximize their tax benefits in the plan and reward employees. Learn how to maximize your Profit Sharing Plan to reduce plan costs and capture more tax savings by downloading the guide.

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