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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. And in support, it is important to empathize with these audiences, while also reinforcing Fidelity’s key messaging during these times. These materials are to be leveraged as needed during market changes to remind employees that market corrections are common and can lead to advantageous market conditions, and to reinforce the importance of a plan.

Why use toolkits?

During market uncertainty, employees look for resources from trusted sources. Materials in this toolkit can help you provide the comfort and education needed during these times.

What’s in a toolkit?

Toolkits can include a variety of materials, allowing you to select which pieces work best for your employees.

How do I start?

Before you distribute these resources to your employees, you may want to view 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.

Your toolkit includes:

One-Pager

This one-pager can be sent digitally or printed and provided to employees to reinforce key things to keep in mind during market changes. Download PDF.

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 drive employees to key market resources on our Learn Hub. Download PPT.

Fidelity Viewpoints®: Market Sense Webcast

Watch the Fidelity Viewpoints Market Sense webcast to better understand the latest headlines, the current market conditions, and what it all means for your employees. Watch now.

Navigating volatile markets infographic

This visual PDF details the importance of staying invested during market volatility. Download PDF.

Managing your budget during times of inflation infographic

With inflation a top concern for many, this infographic addresses how to take a few small steps to manage your day-to-day budget and help alleviate stress. 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.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here, and you accept these terms and conditions on behalf of the organization.

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.

For plan sponsor or investment professional use only.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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