Should You Use Fidelity’s BrokerageLink® Option?

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it.

The Future Is Here

Though my last science course was a biology class taken in 11th grade - whose tests are still the source of my most vivid nightmares - I am in awe of the technological breakthroughs in so many areas of our world. While we still don’t have flying cars (yet), advancements in genomics, artificial intelligence, automation and communication continue to boggle my mind. Below are two that I find particularly fascinating.

The Power of Compound Interest

Albert Einstein called compound interest “the eighth wonder of the world.” He went on to say, “He who understands it, earns it; he who doesn’t, pays it.”

Should You “Take a Flyer” on Boeing Stock?

We’ve received a handful of phone calls from clients asking if they should purchase some Boeing stock in the wake of the recent grounding of the 737 MAX 8 aircraft. The stock price declined nearly 12% over a two-day period from Monday, March 11th through Tuesday, March 12th, falling from $422.54/share to $375.41/share.

Biff Tannen and 2018 Market Predictions

It’s a brand new year, and that means champagne, Auld Lang Syne, weight loss resolutions, and lots of predictions.

3 Lessons I’ve Learned from Having Adult Braces

“Nothing exudes manly confidence like a mouthful of adult braces!” This was a hook for an advertisement I heard recently by an invisible aligner company.

How Long Should I Keep This?

While helping a family member declutter her paper files last year, I found records that were nearly as old as I am.

How to Simplify Your Charitable Giving

Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund.

Three Election Night Investing Lessons

Regardless of political views or feelings about the election result, there’s a fascinating case study on stock market behavior here, and it is worth unpacking what happened purely from an investment perspective.

Rainfall in Ethiopia

A meeting with a prospective client several weeks ago has stuck with me in a way that few meetings have in my career. As we learn about the goals and aspirations of the people with whom we work, we also hear about their frustrations with previous financial advisors.

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