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Fidelity

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4 creators

Teaching children to invest through individual brokerage accounts with quarterly advisor meetings

"We got them all Fidelity Investment accounts and put a little bit of money in so that they can start learning how to invest. They have quarterly meetings with our financial advisers and we're continually having these conversations."

Allison Ellsworth

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Passive long-term investing with dollar cost averaging

"I would just put it in a Vanguard or a Fidelity, some sort of cheap structure, dollar cost averaged, continue to invest over the long time, allow it to compound."

Codie Sanchez

Setting up investment accounts for S&P 500 investing

"We set up open up like a Fidelity account, set up a contribution."

The Iced Coffee Hour

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