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.

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.

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.

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.

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.

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