Fidelity Charitable has recently approved an update to their Program Guidelines that requires donors to recommend at least one grant, every two years.

Mortgage rates are at record lows, and clients may wish to explore re-financing if they have not already.

Fidelity Debit Card owners have been automatically enrolled in Fidelity's 2-Way Connect text alerts. Notifications will be sent, in real-time, to alert of possible fraudulent transactions. Clients are able to respond directly to the text to confirm the transaction or report as fraudulent.

As of June 30, 2020, the Securities and Exchange Commission (SEC) now requires all Investment Advisers and broker-dealers to release a new form, Form CRS.

On June 23, 2020 the IRS released additional guidelines on the waiver of 2020 Required Minimum Distributions (RMD’s).

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

Fidelity Charitable has developed Giving Guidance for Coronavirus, with resources designed to help you identify effective ways to make a difference.

Fidelity is recording an increase in fraudulent money requests taking form in wire fraud, identity theft, and email scams.

Along with the tax filing and tax payment extensions, the IRS has extended 2019 IRA and Health Savings Accounts (HSA) contributions to July 15, 2020.

Fidelity has temporarily increased the mobile check deposit limit to $100,000 in order to allow customers to make large deposits from the comfort of their own home.

As the government has continued to lower the federal funds rate we can also expect to see money market yield rates continue in that direction.

2019 Annual Reports are prepared and available through the Morningstar Web Portal

Dimensional is pleased to announce a reduction in management fees or expense caps for 77 US Mutual Funds effective February 28, 2020.

HSA’s are a great way for individuals to pay for qualified medical expenses in a tax-advantaged way and are designed to work together with high-deductible health plans (HDHP)

Fidelity will begin offering zero commissions for New Capital clients on online equities, ETFs, and options trades.

Fidelity now offers eSignature service for money movement transactions through DocuSign.

Download presentation materials from the New Capital webinar: Introducing “Passive Pure” Model Portfolios

Effective July 31, 2019, internet browsers running on versions of Transport Layer Security (TLS) older than versions 1.2 will be blocked by Fidelity’s websites.

Download the results from our 2018 Client Satisfaction Survey.

IRS forms 8283 for 2018 are now available for those who contributed $500 or more of publicly traded securities for the 2018 calendar year.