Supporting employees through market ups and downs

Materials to help your employees with their potential unease during market shifts.

Market ups and downs may cause concern for those who are invested in the market. These materials are to be leveraged as needed during market changes to provide comfort and education, to remind employees that market corrections are common and can lead to advantageous market conditions, and to reinforce the importance of a having an investment strategy.

How do I start?

Before you distribute these resources to your employees, review our Navigating Volatile Markets Charticle that provides valuable context on how to best support those who may be nervous and how they can get help during uncertain times. The employee toolkit items below are available to download and distribute as desired to your employees.

EMAIL (OFT)

This OFT email can be sent to employees to drive them to log into NetBenefits® to view our Market Ups and Downs resources on the Learn Hub. Download email.

DIGITAL SIGNAGE

Edit and use as a PowerPoint slide or PDF file through your digital channels (digital sign, screen saver, intranet, etc.) to enforce key messaging around market fluctuations, and drive employees to key market resources on our Learn Hub. Download PPT Option 1 | PPT Option 2

NAVIGATING VOLATILE MARKETS INFOGRAPHIC

This visual PDF details the importance of staying invested during market volatility. Download PDF. Also available in Spanish.

SIMPLE RULES FOR SAVING AND SPENDING

Review these simple rules for saving and spending to take steps to learn about gaining financial stability. Download pdf.

MONTHLY BUDGET ACTIVITY SHEET

Finding extra money to save becomes easier when you know what you're spending each month. Fill out this budget activity sheet to help determine your monthly expenses. Download pdf.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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Information provided in and presentation of this document is for informational and educational purposes only. To the extent any investment information in this material and its presentation is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

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