Dave Ramsey Fidelity Mutual Funds Strategy (Backtested)

Before building a portfolio based on Dave Ramsey’s investing strategy, you must decide which mutual funds to include. Assuming you have an account with Fidelity Investments, we have that list handy. Dave recommends spreading your investments evenly among the four categories listed below: Fidelity has a large selection of mutual funds that meet Dave Ramsey’s … Read more

Is Fidelity FDIC Insured & SIPC Protected in 2023? The Truth!

fidelity fdic insured fine print

Before you deposit your hard-earned money into a Fidelity account, you may want to know if it’s insured like a traditional bank account. The short answer is yes – the cash position in your Fidelity account is FDIC insured. It’s worth noting that Fidelity brokerage accounts are also generally SIPC-insured. In the case of Fidelity’s … Read more

Fidelity Fractional CD: Is It Worth It?

fidelity fractional cd

For individuals looking to grow their saving account, investing in a certificate of deposits (CD) is a great way to get started. Recently, Fidelity introduced fractional CDs that allow anyone to participate in buying their first federally insured savings deposit at reduced minimums and increments. Specifically, the Fidelity fractional CD starts at $100 as the … Read more

Fidelity Starter Pack Promotion 2023: $100 Sign Up Bonus

What’s better than getting an investment account at one of the best brokerages? Getting paid to sign up.
If you’re in the market for a new trading account, cash management account, or even a retirement account, Fidelity has got you covered…

Fidelity Net Insider Shares Bought Screener

insider buying stock screener

Fidelity customers can easily track insider buying through a screener called Net Insider Shares Bought. This screener shows the number of shares purchased by a company’s director, officer, or executive. Large insider purchases are noteworthy because they show that the insider has confidence in the company and anticipates that their stock price will rise. How … Read more

How to Find Overlapping ETFs in your Fidelity Portfolio

Fidelity has many index funds that cover different markets. However, some of these funds overlap significantly in terms of the underlying holdings.
For example, the Fidelity ZERO Large Cap Index Fund (FNILX) and the Fidelity ZERO Extended …

VFIAX vs. VOO: Which Is the Better Vanguard 500 Fund?

Many investors wonder whether they should put their money into the Vanguard 500 Index Fund (VFIAX) or the Vanguard S&P 500 ETF (VOO).
Both are great options, but which one is right for you? This post will compare and contrast these two…

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