Fidelity Trust vs. Estate Account – My Story

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I’ve been trying to figure out the difference between a Fidelity Trust account and an Estate brokerage account. Even after chatting with a Fidelity rep, things still seemed a bit unclear. So, let me share my own experiences to help you get a handle on this financial puzzle. Fidelity Trust Account: What Is It? A … Read more

Vanguard vs. Fidelity: Picking the Best Brokerage (2023)

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When my wife and I decided to open a Roth IRA, we faced the classic choice: Vanguard or Fidelity. I’d like to share my experiences and give insights into these two giants in the investment world. Platform Comparison For me, the decision initially felt like choosing a favorite color. I settled on Vanguard for its … Read more

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!

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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?

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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

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