Markets wrapped Q1 on solid footing, though volatility and inflation remain elevated. Scott McAdam, CFA, Institutional Portfolio Manager for Strategic Advisers at Fidelity unpacks the effects of ongoing uncertainties in the Middle East, and what investors may want to watch next. Questions? Share them in the comments. https://lnkd.in/e6rEebgE
Fidelity Wealth Management
Financial Services
Boston, Massachusetts 13,999 followers
We’re here to help you protect, grow, and understand the potential of your wealth.
About us
Welcome to Fidelity Wealth Management. This is your home to find the latest insights and perspectives from Fidelity’s financial advisors, portfolio managers, and thought leaders, as well as timely wealth strategies to help you protect and grow your wealth now and into the future. We encourage you to use this community as a place to connect and share, because when it comes to managing your wealth, there is always more to discover. 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. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
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https://www.fidelity.com/wealth
External link for Fidelity Wealth Management
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- Financial Services
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- 10,001+ employees
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- Boston, Massachusetts
Updates
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Lobstering and planning for your financial future have more in common than you might expect. Frank Maltais, CFP®, VP Financial Consultant at Fidelity Investments, shares how life on the water has shaped the way he guides clients through market volatility and long‑term investing. How have your own experiences influenced the way you invest?
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2026 is already offering a mix of optimism and uncertainty—but it can be hard to separate meaningful signals from noise. What economic trends are you watching this year? https://lnkd.in/e-Ba3Umi
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Despite higher oil prices, many global economic activity measures remain resilient. Naveen Malwal, CFA, Institutional Portfolio Manager for Strategic Advisers at Fidelity, highlights what’s held up—and what could matter next. Questions? Share them in the comments. https://lnkd.in/gfvhVh35
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Converting some of your traditional retirement plan assets to a Roth IRA can offer long-term tax flexibility—but only if you understand the process. Watch the full conversation with Suzie Allen and Christine Chase, CFP®, here: https://lnkd.in/e3h3Nhd4
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On this week’s Market Roundup: Scott McAdam, CFA, institutional portfolio manager at Strategic Advisers, examines how markets have responded to recent geopolitical tensions—and what investors are watching across energy, transportation, and global supply chains. Questions? Drop them in the comments. https://lnkd.in/eMhcN2TG
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Geopolitical tensions have the potential to affect markets. Naveen Malwal, CFA explains the data so you can keep a steady hand on your investments. Questions? Drop them in the comments. https://lnkd.in/dA5Mn-mN
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Thinking about making a Roth conversion this year? New tax rules may affect how much you can deduct—and how much you ultimately owe. Get the full picture here: https://lnkd.in/ejXy8JaK
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Trillions of dollars are set to change hands during the Great Wealth Transfer. Here’s how talking about money as a family can help you stay prepared—and connected: https://lnkd.in/e-UxQeeW
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Missed our last Insights Live webinar about how to approach real estate in 2026? Catch the replay here: https://lnkd.in/gPMX-4Jk
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