Viewpoints: 4 tips on transferring wealth

Talking about money and values, especially during the COVID pandemic, can strengthen family ties, affirm your plans to leave a personal legacy, and help you create a shared purpose.

February 25, 2021 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: February 25, 2021

4 tips on transferring wealth Talking about money and values, especially during the COVID pandemic, can strengthen family ties, affirm your plans to leave a personal legacy, and help you create a shared purpose. Read more PERSONAL FINANCE What to do about tax uncertainty Are you concerned about the potential for federal tax increases? Are you wondering what you might do now to take advantage of current laws? Consider some strategies that may help to reduce taxes on income, capital gains, and estates—just in case. Read more MARKET INSIGHTS The rotation in stocks may not be over The bull market and the rotation to small caps, value, and non-US stocks may still have legs if the effects of monetary and fiscal stimulus repeat the 1940s playbook, says Jurrien Timmer. Read more INVESTING IDEAS How to find sustainable investing ideas Are you interested in investing based on your personal principles? Integrating sustainable investing factors—environmental, social, and corporate governance—into your research might enhance your ability to align your investments with your values. Read more

Health care: What's next? Our pros take a look at how the pandemic may have altered planning for long-term health care needs for yourself and your loved ones. Watch the webcast → Get answers instantly with our Virtual Assistant Fidelity's Virtual Assistant can help find tax forms, check trade order status, and provide answers to over 500 common questions instantly. Ask a question now →

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