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Black Chips

Equity Investor

Stock Trading Graph

Stocks & Equity

  1. Reliable Income & Growth - Historical evidence shows dividends as a reliable source of income and additional portfolio growth over time.
  2. Mitigate Market Volatility - Dividends can act as a cushion during market turbulence, offering comfort to equity investors and encouraging them to stay invested.
  3. Potential for Share-Price Gains - Companies increasing dividend payouts to reward investors may lead to share-price appreciation, offering additional benefits for shareholders.

Exchange Traded Funds (ETFs)

ETFs, or Exchange-Traded Funds, are like a hybrid of stocks and mutual funds. They're open-ended mutual funds that trade like stocks throughout the trading day. Unlike traditional mutual funds, ETFs can be bought or sold at any time when the market is open, just like shares of a company. This offers investors flexibility and liquidity. ETFs are bought and sold at market prices, which can sometimes differ from their net asset value.Exchange Traded Funds (ETF) Terminology

Non-Principal Protected Structured Notes (NPPN)

NPPNs: Tailored Investment Solutions

Non-Principal Protected Notes (NPPNs) offer a personalized approach to investment returns. Unlike traditional equity investments, NPPNs provide flexibility. They can yield enhanced returns when markets rise and varying levels of principal protection in market downturns.

Key Features:

  • Customizable to match your investment preferences.

  • Linked to various underlying assets like indices, stocks, and more.

  • Provides a balance between potential returns and capital protection.

  • Discover NPPNs: Explore investment alternatives that align with your unique financial goals.

Business Meeting

Closed Ended Funds

Closed-Ended Funds: A Unique Investment Approach

Explore the world of Closed-Ended Funds (CEFs), where traditional mutual fund principles meet a distinctive twist. Managed by investment experts, CEFs house diverse portfolios of securities, just like mutual funds. However, CEFs stand apart in their structure: once the initial public offering (IPO) concludes, capital no longer flows in or out through purchases or sales of shares. Instead, shares are traded on an exchange, with other market participants stepping in as buyers or sellers. This distinctive setup adds a layer of market dynamics to CEFs, offering an intriguing investment avenue.

Benefits:

  • Exchange Trading: CEF shares are traded on exchanges, enhancing flexibility and accessibility.

  • Diversification: CEFs pool resources to invest in various securities, spreading risk.

  • Unique Market Dynamics: Unlike traditional mutual funds, CEF prices can differ from their net asset value.

Insightful Videos

How Could The Election Affect The Stock Market? - 10/8/24 | Market Sense | Fidelity Investments
24:30

How Could The Election Affect The Stock Market? - 10/8/24 | Market Sense | Fidelity Investments

On this episode of Market Sense, our Fidelity pros are answering viewers' questions about the 2024 election and how proposed policies could affect your finances. Plus, Fidelity’s V.P. of Government Relations will recap what she’s seeing and hearing on Capitol Hill as we countdown to election day. 00:00 Intro 01:48 Bull Market 2 Year Anniversary 05:43 How Tight will the Presidential Election Be? 09:22 GOP Policy Proposals 12:50 Dems Policy Proposals 15:11 Debt Ceiling Debate 17:37 Could National Debt Impact the Markets/Economy? 20:31 Tariff Impact on Markets/Economy? 21:27 Social Security 22:53 Impact of Election on the Markets? 23:27 Timmer’s Take: Q3 Earnings Questions? Drop them below 👇 and we’ll reply right in the comments. Like what you see? Register for the next event: https://fidelityevents.com/allevents/special/filtered?hubFilter=tags|market%20sense Subscribe to Fidelity Viewpoints: https://www.fidelity.com/signup/viewpoints_wkly • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelity • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelity/ • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelity • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on X (Twitter): https://www.twitter.com/Fidelity • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Follow Fidelity on Pinterest: https://www.pinterest.com/fidelityinvestments/ Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1168628.1.0
BMO Guaranteed Investment Funds
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BMO Guaranteed Investment Funds

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