The Best Investment Company: A Tutorial on Fidelity Investments

by | May 9, 2023 | Fidelity IRA | 6 comments

The Best Investment Company: A Tutorial on Fidelity Investments




Navigating the Fidelity website and “I guarantee” you will learn something new about Fidelity!

#FidelityInvestments #FidelityInvest #FidelityBrokerage

0:00 Fidelity Investments Tutorial
2:23 Fidelity Investments IRA Accounts
3:41 Fidelity Health Savings Account (HSA)
5:22 Fidelity Cash Management Account
6:12 Fidelity Rewards Visa Signature (no annual fee and 2% cash back)
7:17 Fidelity Brokerage Account
8:27 529 College Savings Account
8:50 Fidelity Bloom Account
9:40 Fidelity Charitable Giving Account (Donor Advised Fund)
11:00 Fidelity Mutual Funds Research Tool
13:00 Stock, ETF, Sector Research Tool
14:35 IPO Trading
15:08 Life Events (Getting Divorced, Having a Baby, Changing jobs,,, etc.)

If you are new to the channel @TheSavingSecret I am working toward financial independence. On this channel I share some of the insights that I have learned as I have been on this journey and my goal is to help you reach your financial goals and help you be more intentional with your money. I post new videos every week!

Feel free to check out my other videos for help on your financial journey.

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Jamie Beath 👇

I am a father of three who is working toward financial independence.

Outside of time with my family, watching people succeed with money is one of my greatest joys. So many people have challenges with personal finance. I create videos that have a simple, practical approach that anyone can apply to win with money. I have been practicing what I preach in my own personal financial life, and can help you immediately in yours.

Whether you need help organizing your finances or making progress on the path toward financial independence, retire early (FIRE), I can help you be more intentional with your money. Thanks for subscribing!

Other topics I discuss include:
-Fidelity Investments
-Getting out of Debt
-Building Savings (Building an Emergency fund)
-Budgeting (reducing expenses)
-Saving First
-Saving Everything (Automatic Savings)
-Home Payoff
-Retirement Savings (401k, Roth, HSA)
-Wealth Building
-Financial Independence

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion….(read more)


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Fidelity Investments Tutorial (Best Investment Company)

If you are looking for a reliable and trustworthy investment company, then look no further than Fidelity Investments. Fidelity is an American multinational financial services company that operates as a mutual fund, retirement, and investment services provider. The company was founded in 1946 and is headquartered in Boston, Massachusetts.

Fidelity is known for its innovative tools and resources that help investors make informed decisions about their investments. The company offers a variety of investment products and services, including mutual funds, exchange-traded funds, stocks, bonds, and more. Fidelity has a team of expert financial advisors who can help guide investors throughout the investment process.

Fidelity also offers tutorials and educational resources that can help investors learn more about investing and the stock market. These tutorials cover a range of topics, from the basics of investing to more advanced strategies, such as options trading and portfolio management.

One of the key features of Fidelity’s investment tutorials is their accessibility. The tutorials are available online, making them accessible to anyone with an internet connection. Additionally, Fidelity offers in-person workshops and seminars at their regional offices throughout the United States. These workshops cover a range of investment topics, and attendees have the opportunity to ask questions and interact with Fidelity’s financial advisors.

Another advantage of Fidelity’s investment tutorials is their interactive nature. The tutorials are designed with interactive elements, such as quizzes and case studies, which allow investors to test their knowledge and apply what they have learned.

Fidelity’s investment tutorials are not only helpful for beginners, but also for experienced investors who are looking to expand their knowledge and skills. The tutorials cover a range of investment strategies, which can help investors diversify their portfolios and achieve their financial goals.

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In conclusion, Fidelity Investments is a top-performing investment company that offers a variety of investment products and services. Their investment tutorials and educational resources are a valuable tool for investors who are looking to learn more about investing and the stock market. Whether you are a beginner or an experienced investor, Fidelity’s investment tutorials can help you make informed decisions and achieve your financial goals.

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6 Comments

  1. The Saving Secret

    Fidelity Investments has great products, amazing customer service & low fees is a recipe for success !!

  2. Reginald Marselus

    I am new to Fidelity. I transferred my trading from TD Ameritrade. I would like a tutorial on Fidelity's Activity Statement. Can you go over the jargon on the statement. Like" what is "Journaled"? And other use of terms. Thank you

  3. Mark Keeler

    When do you think Fidelity will come out with a FLAT debt card? New design? There is so much chat about it, for years but I dont ever think its coming!

  4. Chetan Jilhewar

    There is also a fidelity crypto account too. I don’t know if you are going to discuss about it for YouTube.

  5. Rajun

    Hello, question about the health savings account. I have a health equity savings account with my employer funding it from my salary. Do you have automatic transfers from health equity to fidelity or is it something you do periodically?

  6. Lynn Durrant

    I had no idea they had resources like that for major life events

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