Fidelity Viewpoints: Market Sense

As we get ready to watch the ball drop on 2023, tax filing season is quickly approaching! Our Fidelity professionals offer strategic year-end tax tips for investors and look ahead to changes coming in 2024. Plus, will we end the year with a Santa rally? Our Fidelity professionals weigh in on all the latest economic headlines and what might happen at the next Fed meeting in December.

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The holidays mean family, food, and shopping! Even the most financially responsible people can find themselves going over budget this time of year. But our Fidelity professionals are here to help. We have tips on how to stay on the right track and avoid big credit cards bills -- with big interest rates -- in January. Plus, the stock market is enjoying a hot streak after inflation cooled. But jobless claims are up. We’ll have all the latest economic headlines as we wait to see if the Fed will raise rates in December or continue its four-month pause.

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The Federal Reserve’s aggressive rate-hiking campaign appears all but over, but doubt is starting to creep in as we await another key inflation report. Our Fidelity Professionals are breaking down all the latest economic headlines. Plus, we’re entering the season of giving. A Vice President of Corporate and Executive Giving for Fidelity Charitable explains what “Fidelity Charitable” is and why donating stock, instead of cash can be a win-win strategy.

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If the current economy has you feeling nervous about your investments, you’re not alone! This week on Market Sense, a Fidelity portfolio manager explains how that widespread nervousness has actually created surprising investing opportunities--particularly among certain income investments paying high interest rates. Find out where those opportunities lie and how he's able to find unique investing ideas in any economy. Plus, catch up on the latest on markets and the Fed.

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Usually, you can estimate how much you’ll pay in federal, state, and local taxes at the end of the year, but there are several lesser-known taxes and surcharges that could give you a ghoulish surprise if you owe them! On this Halloween episode, our Fidelity professionals reveal some “ghost taxes” that investors might not think of and recommend ways to tackle them. Plus, we break down the latest economic news and what it means for the markets, including the Federal Reserve’s much anticipated November policy meeting.

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Bond yields are high, and prices have been falling. Our Fidelity professionals take a closer look at what's been driving these moves and investing in this new market. Plus, they answer your viewer questions about bonds.

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October is Cyber Security Awareness month and scammers, and identity thieves have the potential to do significant damage to our finances. Our Fidelity professionals discuss ways to protect your money from these threats. They also discuss the latest data points for the economy including new inflation data and the outlook for stocks and bonds over the rest of the year.

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The Fed’s plan to tamp down inflation while trying to avoid recession is being tested as bond yields near 20-year highs. Our Fidelity professionals weigh in on the latest economic developments both in the U.S. and globally as we monitor for any potential impacts from the crisis in the Middle East. Plus, it’s open enrollment season, and health care decisions can be one of the more costly and stressful decisions to make. Our professionals let us know which contribution limits have changed this year, offer suggestions for ensuring you have enough coverage, and suggest ways to invest for the future.

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With interest rates so high and the Fed saying they will stay "higher for longer," it can be tempting to park your money in short-term options – like short-term CDs or bonds. During this episode, our Fidelity professionals explore what to consider doing with any extra cash and the questions you need to answer when developing a financial plan.

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The Federal Reserve has paused interest rates for the month of September, but their messaging is loud and clear: inflation hasn’t gone away. This episode, our Fidelity Professionals react to indications inflation is more persistent than the markets had been assuming, and what it means for investors. Plus, we share Fidelity research on where inflation might be going, and some steps you can take to help control spending and investment considerations in this new environment.

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© 2023 FMR LLC. All rights reserved