Fresh Invest

It’s the season finale! We’re taking time to reflect on this year’s biggest learnings and answer some final audience questions. From insights on financial wellness for women to AI’s influence on the financial landscape, we’re touching on topics that can have a big impact on your portfolio. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

In the penultimate episode of the season, we address significant life stages and how each stage can correlate to its own investing style. These include college life, investing with your partner, and preparing for retirement. We hit on starting or adjusting your investing style, understanding each phase’s needs, and how it all varies from person to person.

In this episode, we explore how AI is transforming the global investing experience. We discuss AI-based tools available to investors and the potential advantages that come with them.

The AI boom has raised countless questions, concerns, and possibilities. We explore how AI is impacting the economy and how investors can navigate these changes.

Investing can have a huge impact on both your ability to save money and the way you spend it. This episode builds on episode 4 by exploring ways to live off your investments, with a focus on looking forward to retirement. We’ll discuss the ins and outs of generating income, and we’ll also explore some alternative ways to build revenue streams from real estate investments to other passive-income opportunities. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

 2023 has been a year of soaring prices and rising inflation rates. In tough markets like today’s, fixed-income maturities can help provide stability and growth. We review traditional income strategies—such as bonds, deferred fixed annuities, and CDs—as well as new innovations in the space, like fractional CDs.

Every generation approaches their money differently. We dive into the current generational investing trends and examine each generation’s strategies for short-term and long-term wealth building.

Women and men can have very different lived experiences when it comes to money. We talk through what some of these differences are, discuss how they impact financial planning, and explore investing strategies that support women’s unique financial goals.

Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.

It’s the season finale! We’re taking time to reflect on this year’s biggest learnings, and answer some final audience questions. From over-diversification to retirement planning, we’re touching on topics that can have a big impact on your portfolio. Bonus; you can watch and listen to this episode. Check out the video version here: https://www.youtube.com/watch?v=7_CEkfUVKyY

We discuss the ways investors like you can add crypto to your portfolio and actually use it. We also get into what the regulatory market looks like and how the Fed plans to tax all your hard-bought coins.

We explore crypto in light of its recent performance and assess where it’s at as an asset class. We also dig into the key factors impacting its mid- to long-term outlook and what that could mean for investors.

We dive into the ways you can incorporate thematic investing into your portfolio. We examine thematic categories, investing strategies, and how you can leverage these investments in your overall financial planning (including retirement).

Thematic investing has emerged as a popular alternative to more traditional approaches. We break down the basics of this strategy, its appeal, the risks, and how to determine whether this method aligns with your financial goals.

Passive income isn’t just rental properties and bond ladders anymore. There are plenty of modern, innovative opportunities out there and available to everyday investors. We break down what they are, how they’ve performed so far, and ways you can get involved. 

Passive income is within reach for investors now more than ever. We break down how you can get in on some of the quintessential passive income strategies, plus how to leverage this capital once you have it.

We dive into market volatility, alternative currencies, and inflation hedges, and examine the differences between market speculation and economic reality—and what it all means for investors like you. Custom music by Davis Jones.

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jones.

Season 3 is coming soon to help you find financial confidence during economic uncertainty. Join Morning Brew co-founder and executive chairman Alex Lieberman on weekly deep dives with Fidelity professionals. They’re talkin’ passive income streams, navigating inflation, emerging asset classes, and more. Come for the learnings, stay for the actionable takeaways. The new season launches September 8. Subscribe now. Custom music by Davis Jones.

Alex talks through his biggest insights and takeaways from Season 2 of Fresh Invest. Visit Fidelity for more information and resources. Check out the latest Fresh Invest episodes here. Custom music by Davis Jones. This podcast was created on behalf of Fidelity Investments by the Morning Brew Creative Studio, and does not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informational and reference purposes only. They are not an endorsement of Fidelity Investments or Fidelity Investments’ products.