Fidelity.com/summary – Fidelity Summary – Portofolio Review
There is now an innovative means by which you can review your portfolio by using the resources noted on Fidelity.com/summary. If you are like me, you want a easy way to look at your investment portfolio and to understand it. When you are investing, you truly need to know where you are at and how you are progressing. Specifically, I will usually check my retirement investment funds once a month because I want to make sure I will be able to retire when I get to the age of sixty five. However, I hope that I will be able to retire sooner if my retirement planning does better. One such company that has a superb way for you to examine your portfolio is Fidelity. This is the company that has the enjoyable commercials featuring the helpful green line. They truly are a helpful company in my opinion because they not only provide their portfolio summary for accounts you hold with them, but it appears they will even provide a means by which to analyze your investments held in different accounts outside of the company. I think this is important, because if you are like my family, you have retirement and portfolio funds scattered all over the place.
Many people might not even know where they stand in terms of their retirement and investing accounts. If you have a Fidelity account, you should definitely take advantage of their tools for viewing your account noted on the www.Fidelity.com/summary site. If you are over forty, you should definitely be cognizant of where you stand. The time will go by quickly and you don’t want to wake up and regret not being more actively involved in retirement and investment planning. I have a heightened level of importance of this because I see how my parents have had to work well beyond retirement years just to have enough to survive. Simply put, their savings and social security does not seem to be enough often times. As a result, they have gotten part time jobs to help with their expenses in their senior years. It is really sad to see my parents having to work when they should be having fun and resting. In fact, to make sure that they are getting by and have enough money, I will even help pay many of their expenses for them some months. I don’t want them to worry and I definitely don’t want to worry about who is going to take care of me.
Thus, if you are wondering how is my portfolio doing, check out your Fidelity summary to get a better idea of how you are progressing. Go to the fidelity.com summary page to learn more about this exciting tool. One of the features associated with it includes the ability to get a snapshot of your portfolio or the ability to explore it in a much more detailed manner. I am the type of person who wants to know where every last penny is. More importantly, I want to see what things are working and what things aren’t growing fast enough for me. By knowing these items, I feel I can have a better conversation with investment advisors and friends about this all important topic. They even mention, it seems, that their tool can potentially identify areas that you might want to review. Staying on track with my portfolio is important to me. Log in to your Fidelity account to begin an assessment of your current investment holdings. If you don’t have an account or Fidelity login, I would definitely encourage you to get one as soon as possible.
With retirement just around the corner, you should be an active saver and investor in my opinion. If you are interested in starting, but don’t know where to begin, a toll free number is made available on the Fidelity.com/summary page to contact a representative. This might be one of the most important phone calls you ever make. Keep in mind, the sooner you start saving for your future, the better it can conceivably be. Another feature I appreciate about the Fidelity portfolio summary tool is that it seems you might be able to create a report version you can print. However, it is footnoted that restrictions may pertain to this. No matter how you like to examine your account, be sure you actively do it. You work hard for your money and you shouldn’t just forget about it once you have earned it. Play an active role in your investments and constantly review your portfolios to see if you are hitting your investment benchmarks. You may not be and you might want to consult with a professional to make changes. It is important that you know how you are doing so that you can make changes as necessary before it conceivably too late.
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