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—and 4 Signs of When One Might Burst
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
Where Might the Market Go Next?
Our fact-based forecast looks at key factors that can move the market—like the political and economic environment—and helps investors with $1,000,000 prepare for possible changes.
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Market Analysis
Learn Ways to Spot—and Avoid—Investment Mistakes
If you have a $1,000,000 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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Market Analysis
6 Pitfalls of Funds: Why You May Need a New Approach
If you have a $1,000,000 portfolio, download this must-read guide by best-selling author and money manager Ken Fisher's firm. You may be increasing your risk without knowing it! Perhaps it's time to graduate to a better strategy.
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Retirement
4 Ways to Avoid Running Out of Money in Retirement
If you have a $1,000,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm. It’s called The 15-Minute Retirement Plan. Even if you have something else in place right now, it still makes sense to request your guide!
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Financial Planning
Get Help Navigating Challenging Markets With This Guide
When markets swing wildly, it can be tempting to change your strategy in an attempt to avoid losses. After all, you may be watching the value of your life savings drop dramatically. But how can you be sure making changes is the right thing to do? In volatile times, it’s all too easy to make emotional decisions that result in selling low when stocks are falling or buying high after stocks have recovered. Portfolio moves like that could keep you from meeting your long-term investing goals—or worse, cause you to run out of money in retirement.
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Financial Planning
Why Should You Worry About Your Net Worth?
Typically, net worth is a yardstick of choice for measuring financial success. You wouldn’t be human if you didn’t wonder how yours stacked up against your peers. Maybe you’ve self-consciously poked around on the Internet or eyed your neighbor’s new sports car and tried to guess if you were ahead or behind the curve.
It doesn’t have to be a mystery. It’s okay to want to know! In fact, it’s smart to know exactly what you’re dealing with so you can put a successful strategy in place.
Once you know your net worth, the next questions should be obvious… Is it enough to ensure a comfortable lifestyle for the rest of your and your loved ones’ lives? And what is your strategy to achieve this—or if you’re on track, to help keep you there?
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Annuities
Annuities May Not Be Your Best Choice
For investors with $1,000,000 or more in investable assets, Fisher Investments’ free copy of Annuities in Retirement may offer some surprising facts about annuities. Their high fees, confusing guarantees and fixed payments can derail your retirement plans. This guide can help you determine the best options as you plan for your retirement.
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Annuities
Are You Considering or Do You Already Own an Annuity?
Created by best-selling author Ken Fisher’s firm, Annuity Insights offers some startling facts about this often complex investment product. Download our must-read guide to learn more—you may be shocked!
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Retirement
When to Retire: A Quick and Easy Planning Guide
How many times have you pondered, “When will I be able to retire?” 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
Establish Income Streams. Achieve Your Goals. Retire Comfortably.
If you have a $1,000,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm. It’s called The Definitive Guide to Retirement Income. Even if you have something else in place right now, it still makes sense to request your guide!
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Retirement
To Investors Who Want to Retire Comfortably
The purpose of this guide is to help you avoid the heartache and regret that can come from making certain financial decisions. Ironically, some of the “blunders” listed in this guide are often just what Wall Street and certain money managers are actively selling. Avoid making the same mistakes that many others make and download this must-read guide!
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Retirement
Retirement Planning Can Be Complicated—These Tips Can Help
If you have a $1,000,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm. It’s called 99 Retirement Tips from Ken Fisher. Even if you have something else in place right now, it still makes sense to request your guide!
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Market Analysis
Retire Comfortably With the Right Adviser on Your Side
Finding the right financial adviser can be an intimidating, complex process—this guide can help simplify it.
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Market Analysis
8 Reasons to Rely on Fisher
You deserve to achieve the retirement you’ve saved for—and we believe we can help you get there. From proactive service to tailored portfolios, learn what sets us apart from other money managers.
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Retirement
Your Comprehensive Guide to a Comfortable Retirement
If you have a $1,000,000 portfolio, use A Retirement Guide for Couples as a resource for you and your significant other to start talking about your retirement plan.
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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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