Fidelity Predicts Low Large U.S. Returns — so Why Is So Much Client Money Still There?

Fidelity is forecasting relatively weak returns for large U.S. stocks over the next 10 years. Yet, much of the money it manages remains heavily invested in that same category. In this episode, Paul and Evan examine why the financial industry continues to treat large U.S. stocks as the center of the investing universe and explain how these companies use “professional market forecasts” to encourage market timing, product sales, and portfolios that may leave investors with less than the market has to offer.   Later in the episode, Paul shares why confident investors don’t feel the need to predict which companies, sectors, or asset classes will win next.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.