Pairing SCHD with FDVV offers a compelling blend of income stability and growth. Read how these ETFs fit into a portfolio.
With the S&P 500 ( SP500) ( SPY) up 16% in 2025, only 31% of active U.S. stock funds managed to beat comparable index funds over the past 12 months, down from 44% a year earlier, according to ...
That market backdrop shows up clearly in Fidelity's latest Q3 2025 analysis — which has data from over 50 million retirement ...
Young and the Invested on MSN
9 best Fidelity index funds to buy for 2026
The best Fidelity index funds for 2026, of course, boast all of these qualities—all while tracking well-built indexes that ...
The public dispute between Fidelity Investments and technology firm Pontera Solutions Inc. has become a flashpoint for plan sponsors, caught between participants’ calls for choice and fiduciary ...
Fidelity has data on average 401(k) account balances by age. It's hard to know exactly how much you need to save for retirement. People's ideas of how they'll spend their retirement years vary widely, ...
Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...
Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...
The number of 401(k) millionaires hit a record — and retirement-account balances reached new peaks — during the third quarter, fueled by overall market gains and consistently high retirement-savings ...
According to Fidelity Investments®’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs in Q3, driven by consistent savings and positive stock ...
saying it planned to block credential-sharing applications that enable external investment advisors to gain access to their clients’ retirement accounts held at administrators such as Fidelity.
As a major investment company and financial technology (fintech) platforms fight over access to client retirement accounts, some customers caught in the middle are discovering that the “K” in 401(k) ...
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