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No. of Recommendations: 3
Joel ,

During volatile market conditions, it's more important than ever to maintain an investment strategy that you are comfortable with and that matches your goals. Based on the retirement investment planning that you have done with Fidelity, it may be time to revisit your plan.

The equity portion of your investments is currently at 0.0% and your current target asset mix suggests that 70.0% may be more appropriate.

Track your Retirement Goal with myPlan� Monitor

For a refresher on the importance of asset allocation, visit:

Fundamentals of Investing


Not that I ever did any retirement planning with Fidelity. Anyway, according to them I should have:

Domestic stocks 60%
Foreign stocks 10%
Bonds 25%
Short term 5%

Wow! Just think how much money I would have if I had kept to that allocation over the last year!

This reminds me that at some point in 2001 when the market was just terrible and I was 100% cash, I got a call from the broker trying to teach me how to invest. He thought that because I was all cash I might not know how to pick mutual funds or stocks.

Personally, I think that Fidelity is just trying to generate some commissions.
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