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Manage Your Wealth

Fidelity provides comprehensive support for your unique planning needs.

Attend a three-part seminar for the investor who wants to get more from their bond investing:

Learn about current key economic and credit market trends
Dive deeper in bond search and research - going beyond yield
See how different bond investing strategies can be used to build a bond portfolio

Before investing, consider the fund's investment objectives, risks, charges and expenses. Contact Fidelity for a prospectus containing this information. Read it carefully.

Although bonds generally present less short-term risk and volatility than stocks, bonds do entail interest-rate risks (as interest rates rise, bond prices usually fall and vice versa) and the risk of default, or the risk that an issuer will be unable to make income or principal payments. Additionally, bonds and short-term investments entail greater inflation risk, or the risk that the return of an investment will not keep up with increases in the prices of goods and services, than stocks. Any fixed-income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

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In this seminar, we’ll help you to:

Understand the charitable giving landscape
Learn about donor-advised funds
Understand new and efficient ways to support charitable causes

Fidelity Charitable is the brand name for Fidelity^® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo are service marks, and Fidelity is a registered service mark, of FMR LLC, used by Fidelity Charitable under license.

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Learn how:

Fidelity can assist in simplifying the process of fixed income investing
This seminar covers how the fixed income markets operate and available tools and services that Fidelity provides to help you build and monitor a fixed income portfolio.

Before investing, consider the fund's investment objectives, risks, charges and expenses. Contact Fidelity for a prospectus containing this information. Read it carefully.

In general, the bond market is volatile, and bond prices rise when interest rates fall and vice versa.

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In this seminar, we’ll discuss:

The basics of estate and gift taxes
Revocable, credit shelter, charitable, and life insurance trusts
Where to get more information to assist you in estate planning

The tax and estate planning information provided is general in nature and for informational purposes only. It should not be considered legal or tax advice. Fidelity does not provide legal or tax advice. Always consult an attorney or tax professional regarding your legal or tax situation.

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Is a Professionally Managed Account Right for You?^1,2

Attend this seminar to help you:

Learn about the markets and how professionals meet the challenges of investment management
Evaluate your current approach to investing, and decide if professional portfolio management makes sense for you¹
Discover how Fidelity can help you simplify the investment decision process

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Fidelity Portfolio Advisory Service^® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity Private Portfolio Service^® may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPT"), a federal savings bank or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPT and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.

Brokerage services provided by Fidelity Brokerage Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC. Custody and other services provided by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC.

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This seminar is designed to help you:

Understand the impact of taxes on your portfolio
Identify strategies to help you plan for taxes in your portfolio
Review some upcoming changes in tax law and understand how they impact you

Keep in mind, investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Be sure you understand the tax consequences of any withdrawal or distribution before you initiate one. You may want to consult your tax adviser about your situation.

Fidelity Brokerage Services, Member NYSE, SIPC