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Browsing Tag

Fidelity

24 posts
PPersonal finance
Fidelity says average 401(k) balances surged 11% to a record $155K in Q2 — why some savers are falling behind
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Fidelity says average 401(k) balances surged 11% to a record $155K in Q2 — why some savers are falling behind

  • September 6, 2026
If you have a workplace retirement savings account, then you might be happy to hear that — despite…
PPersonal finance
America’s Population of 401(k) Millionaires Keeps Growing, Buoyed by Markets
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America’s Population of 401(k) Millionaires Keeps Growing, Buoyed by Markets

  • September 4, 2026
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) — Retirement feels…
BBusiness
Peter Lynch Beat the S&P 500 in 11 of His 13 Years Running Magellan. Here's Why He Says "Turning Over the Most Rocks" Is the Key to Winning.
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Peter Lynch Beat the S&P 500 in 11 of His 13 Years Running Magellan. Here’s Why He Says “Turning Over the Most Rocks” Is the Key to Winning.

  • August 22, 2026
Before exchange-traded funds (ETFs) took over the investing world, mutual funds were the investment of choice for most…
PPersonal finance
Fidelity’s 401(k) benchmark leaves many 50-year-olds short
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Fidelity’s 401(k) benchmark leaves many 50-year-olds short

  • August 21, 2026
Fidelity Investments’ first-quarter data puts the average balance in employer-sponsored 401(k) retirement plans for savers aged 50 to…
BBusiness
SpaceX's biggest investors are finally visible — just as millions more shares unlock: Chart of the Day
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SpaceX’s biggest investors are finally visible — just as millions more shares unlock: Chart of the Day

  • August 17, 2026
The curtain is finally lifting on who owns SpaceX (SPCX), and the stock is surging over 5% Monday.…
HHealthcare
Fidelity (FHLC) vs. iShares (IXJ): Which Healthcare ETF Delivers Better Value?
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Fidelity (FHLC) vs. iShares (IXJ): Which Healthcare ETF Delivers Better Value?

  • June 27, 2026
Fidelity MSCI Health Care Index ETF (NYSEMKT:FHLC) offers a low-cost, domestically focused portfolio, whereas iShares Global Healthcare ETF…
PPersonal finance
Average 401(k) Balances in Your 50s: See How Your Retirement Savings Compare and What Affects Your Total
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Average 401(k) Balances in Your 50s: See How Your Retirement Savings Compare and What Affects Your Total

  • June 25, 2026
Credit: courtneyk / Getty Images Key Takeaways The median retirement balance for middle-income workers in their 50s is…
PPersonal finance
Fidelity, Vanguard and BlackRock are all adding annuities to 401(k) plans — betting retirees want pension-like income
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Fidelity, Vanguard and BlackRock are all adding annuities to 401(k) plans — betting retirees want pension-like income

  • June 13, 2026
If you crave more predictability when you retire, a trending 401(k) plan option could be the answer to…
PPersonal finance
Fidelity, AARP flash warning over 401(k) plans: ‘You could lose 25% to 35%.’ Here’s the big risk Americans face
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Fidelity, AARP flash warning over 401(k) plans: ‘You could lose 25% to 35%.’ Here’s the big risk Americans face

  • May 23, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Tapping into…
PPersonal finance
My wife retired 2 years ago and I’m still working – is our $12 million net worth enough for me to join her in retirement?
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Transferring Retirement Accounts: Why Timing Your Move to Fidelity or Schwab Won’t Beat the Market

  • May 18, 2026
Transferring a retirement account between custodians is one of those mundane logistical tasks that triggers outsized emotional reactions.…
PPersonal finance
Moneywise
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We lost $185K in retirement savings within a matter of months — and discovered no one had been managing our account. What can we do about it?

  • May 5, 2026
Mature couple reviewing their finances Retirement money is accrued over the course of a career. It’s that special…
PPersonal finance
A couple lost $185K in retirement savings because no advisor was actually managing their account
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A couple lost $185K in retirement savings because no advisor was actually managing their account

  • May 4, 2026
Retirement money is accrued over the course of a career. It’s that special account that can’t be touched…
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