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.
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 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 Retirement 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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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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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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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
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)
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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