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Investors Should Stick with Their Plan for the Long Term


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Minnesota (1:08) -- by Rob White, vice president of financial wellness and planning (Twin Cities region)
MP3 format | Ogg Vorbis format | QuickTime (MPEG-4/AAC) format | Windows Media Audio 9.2 format

"EVERY DAY IN OUR OFFICES, INVESTORS ASK:  'AM I ON TRACK FOR RETIREMENT?'  'AM I SAVING ENOUGH?'  'AM I INVESTED PROPERLY?'  THEY'RE LIKELY ON THE RIGHT TRACK, IF THEY'VE TAKEN THE TIME TO MAP OUT THEIR GOALS FOR THE FUTURE; IF THEY HAVE A PLAN IN PLACE TO INVEST THEIR SAVINGS, IN ORDER TO ACHIEVE THESE GOALS; AND IF THEY REVISIT THAT PLAN, ON A REGULAR BASIS.  OUR RESEARCH SHOWS THAT AMERICANS ARE SAVING SIGNIFICANTLY MORE THAN THEY WERE JUST A FEW YEARS AGO.  HOWEVER, MORE THAN HALF MAY STILL FACE A SHORTFALL TO COVER ESSENTIAL EXPENSES, IN RETIREMENT.  THE GOOD NEWS IS, THERE ARE STEPS THAT PEOPLE CAN TAKE, TO JUMPSTART THEIR RETIREMENT-PREPAREDNESS--REGARDLESS OF AGE OR INCOME.  THREE STEPS THAT STAND OUT ARE: RAISING THEIR SAVINGS; REVIEWING THEIR ASSET-MIX; AND RETIRING LATER.  USING THESE THREE PARTICULAR 'ACCELERATORS'--EITHER INDIVIDUALLY OR IN COMBINATION--CAN HAVE A SUBSTANTIAL IMPACT ON ACHIEVING RETIREMENT-GOALS.  AS INVESTORS CONSIDER MAKING THEIR I-R-A CONTRIBUTION THIS YEAR, THEY CAN FIND OUT WHERE THEY STAND ON THAT RETIREMENT-READINESS SPECTRUM, BY VISITING OUR NEW ONLINE-TOOL--AT 'FIDELITY'-DOT-COM-SLASH-'SOMEDAY'--OR BY STOPPING BY ONE OF OUR INVESTOR-CENTERS."

Texas (1:06) -- by Scott Staples, Katy-based vice president and branch-office manager
MP3 format | Ogg Vorbis format | QuickTime (MPEG-4/AAC) format | Windows Media Audio 9.2 format

"AS THIS YEAR'S TAX-DEADLINE APPROACHES, MANY INVESTORS STILL HAVE AN OPPORTUNITY TO MAKE ANNUAL CONTRIBUTIONS TO THEIR I-R-A'S.  WE WANT TO REMIND THEM THAT--DESPITE RECENT MARKET-VOLATILITY--IT PAYS TO SAVE, TO HAVE A PLAN, AND TO STICK WITH THAT PLAN.  NOTHING CAUSES PEOPLE TO WORRY ABOUT THEIR MONEY LIKE DRAMATIC MOVES IN THE MARKETS.  AND, A NATURAL REACTION TO THAT CONCERN MIGHT BE TO REDUCE OR ELIMINATE ANY EXPOSURE TO STOCKS--EVEN THOUGH IT MAY NOT MAKE SENSE, IN THE LONG RUN.  IN FACT, THE MARKET'S SINGLE-BEST FIVE-YEAR RETURN BEGAN IN 19-32--IN THE MIDST OF THE 'GREAT DEPRESSION'.  AND, THE SECOND-BEST PERIOD BEGAN IN 19-82--AMID DOUBLE-DIGIT UNEMPLOYMENT AND INTEREST-RATES.  THAT'S WHY IT'S BEST TO TAKE A LONG-TERM VIEW, WHEN IT COMES TO THE MARKET.  WE URGE INVESTORS TO HAVE A STRATEGY; TO DIVERSIFY; TO AVOID TRYING TO TIME THE MARKET; AND TO INVEST REGULARLY.  RATHER THAN FOCUSING ON TURBULENCE, INVESTORS SHOULD FOCUS ON DEVELOPING AND MAINTAINING A SOUND PLAN--WHICH CAN HELP THEM RIDE OUT THE PEAKS AND VALLEYS, AND MAY BETTER POSITION THEM TO ACHIEVE THEIR FINANCIAL-GOALS.  FIDELITY-CUSTOMERS AND NON-CUSTOMERS, ALIKE, CAN LEARN MORE--BY VIEWING OUR ONLINE EDUCATIONAL-RESOURCES, AT '"FIDELITY"-DOT-COM'."

Washington state (:56) -- by Ryan Hurst, Bellevue branch-office manager
MP3 format | Ogg Vorbis format | QuickTime (MPEG-4/AAC) format | Windows Media Audio 9.2 format

"WE WANT TO REMIND INVESTORS THAT--DESPITE RECENT MARKET-VOLATILITY--IT PAYS TO HAVE A PLAN, AND TO STICK WITH IT.  NOTHING CAUSES PEOPLE TO WORRY MORE ABOUT THEIR MONEY THAN DRAMATIC MOVES IN THE MARKETS.  AND, A NATURAL REACTION TO THAT FEAR MIGHT BE TO REDUCE OR ELIMINATE ANY EXPOSURE TO STOCKS--EVEN THOUGH IT MAY NOT MAKE SENSE, IN THE LONG RUN.  IN FACT, THE MARKET'S SINGLE-BEST FIVE-YEAR RETURN BEGAN IN 19-32--IN THE MIDST OF THE 'GREAT DEPRESSION'.  AND, THE SECOND-BEST PERIOD BEGAN IN 19-82--AMID DOUBLE-DIGIT UNEMPLOYMENT AND INTEREST-RATES.  THAT'S WHY IT MAKES SENSE TO TAKE A LONG-TERM VIEW, WHEN IT COMES TO THE MARKET.  WE URGE INVESTORS TO HAVE A STRATEGY; TO DIVERSIFY; TO AVOID TRYING TO TIME THE MARKET; AND TO INVEST REGULARLY.  RATHER THAN FOCUSING ON TURBULENCE, INVESTORS SHOULD FOCUS ON DEVELOPING AND MAINTAINING A SOUND PLAN--WHICH CAN HELP THEM RIDE OUT THE PEAKS AND THE VALLEYS, AND MAY HELP THEM ACHIEVE THEIR FINANCIAL-GOALS.  FIDELITY-CUSTOMERS AND NON-CUSTOMERS, ALIKE, CAN LEARN MORE--BY VIEWING OUR ONLINE EDUCATIONAL-RESOURCES, AT '"FIDELITY"-DOT-COM'."



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