Viewpoints: 10 estate plan pitfalls to avoid
Review your estate plan regularly to ensure it meets your needs.
June 03, 2021
June 03, 2021
WEEKLY EDITION: June 03, 2021
|Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, an offering circular, or, if available, a summary prospectus containing this information. Read it carefully.|
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments.
Foreign investments involve greater risks than U.S. investments, including political and economic risks and the risk of currency fluctuations, all of which may be magnified in emerging markets.
Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.
Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.
Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Past performance is no guarantee of future results.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
This email may be considered advertising under federal law.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
The trademarks and service marks appearing herein are the property of their respective owners.
Investment advisory services, including non-discretionary financial planning and discretionary investment management, are provided through Fidelity Personal and Workplace Advisors LLC, a registered investment adviser, for a fee. Brokerage services provided through Fidelity Brokerage Services LLC, Member NYSE, SIPC. [Both are Fidelity Investments companies.] Fidelity does not provide legal or tax advice.
Fidelity advisors are typically registered with Fidelity Brokerage Services LLC and licensed with Fidelity Personal and Workplace Advisors LLC. Whether a Fidelity advisor provides advisory or brokerage services to you will depend on the products and services you choose.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
EMAIL REF# 8829726012.2369040
© 2021 FMR LLC. All rights reserved.