Table of Contents
Preface.
Acknowledgments.
PART ONE: Fidelity: Past, Present, and Future.
Chapter 1: Fidelity: Past, Present, and Future.
Chapter 2: Navigating Fidelity in the Real World: Your Guide to Opening and Understanding Your Fidelity Accounts.
Chapter 3: You’ve Got Mail! Understanding Your Fidelity Statement.
Chapter 4: Fidelity.com: Online Investing at Fidelity.
PART TWO: Fidelity’s 401(k) Focus: Retirement Planning and Platforms.
Chapter 5: Your Golden Years Begin with Copper: Planning Your Retirement through Fidelity.
Chapter 6: Charitable Giving/Trust and Estate Planning: At the End of the Day, Giving Is as Good as Receiving.
PART THREE: Fidelity’s Famous Funds and Hidden Gems.
Chapter 7: Fidelity’s Managers: Cultivating the Best Managers and Money Management Culture.
Chapter 8: Fidelity’s Growth Funds.
Chapter 9: Fidelity’s Growth and Income Funds: Fidelity’s Growth and Income Funds Aren’t Created Equal.
Chapter 10: Fidelity’s International Funds: The World Is Fidelity’s Oyster.
Chapter 11: Fidelity’s Select Funds: Sector Funds for Active Traders and Long-Term Investors.
Chapter 12: Fidelity’s Bond Funds: Fidelity’s Hidden Strength.
Chapter 13: Fidelity’s Money Market Funds: From These Small Acorns Grow Mighty Oaks.
Chapter 14: Fidelity’s VIP Funds: Variable Insurance Products from Fidelity.
Chapter 15: Fidelity Advisor Funds: Broker-Sold Funds for Everyone, Fidelity Style.
Chapter 16: Fidelity Index Funds.
Chapter 17: Exchange Traded Funds: Fidelity’s Playing Catch-Up, or Not.
PART FOUR: Securing Your Financial Future Using Fidelity’s Funds.
Chapter 18: Model Portfolios: Getting a Return on Your Investment in Fidelity.
Chapter 19: Fidelity Hot Hands Funds: Chasing Performance Can Work.
Chapter 20: Your Own Fidelity Mutual Fund: Fidelity’s Top 100 Holding.
Conclusion The Fidelity Way.
Appendix A: Fidelity Investor Centers.
Appendix B: Fidelity’s 2006 Fund Manager Map.
Appendix C: Lowell and Lynch.
Glossary of Investment Terms.
Glossary of Fidelity Investors’ Terms for Quick Reference.
About the Author.
Index.