Custom music by Davis Jones.
Header illustration by Alberto Miranda.
These podcasts were created on behalf of our Advertisers by the Morning Brew Creative Studio, and do not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informational and reference purposes only. They are not an endorsement of Advertiser or Advertiser’s products by Morning Brew.
Investing involves risk, including risk of loss.
Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.
The CERTIFIED FINANCIAL PLANNER™ certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP board”). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® board’s fitness standards for candidates and registrants, agree to abide by the CFP board’s Code of Ethics and Professional responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP® board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
Morning Brew and Fidelity Investments are independent entities and are not legally affiliated.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
How would you describe your investing style?
QUESTION 01
What’s your financial personality?
Everyone’s got an investing style. Maybe you’re just beginning to explore your financial possibilities, or maybe you’ve got a strategy for every market wave. No matter where you’re at in your investing journey, there’s something for you in Fresh Invest, Morning Brew’s investing podcast with Fidelity.
For a listening experience catered to your style, spin through our 5-question personality quiz to discover your investing archetype and get matched with Fresh Invest episodes we think you’ll love.
Presented by Morning Brew's Creative Studio in partnership with Fidelity Investments
SEASON 4
SEASON 3
SEASON 2
SEASON 1
RESOURCES
QUIZ
A. I have a tried-and-true plan in place and a long-term growth mindset.
B. My money’s parked where it can grow, but I’m not checking it on the reg.
C.
D.
1
2
3
4
5
Pick a word that best defines your portfolio:
QUESTION 02
A. Structured.
B. Straightforward.
C. Dynamic.
D. Bare bones.
News comes out about the market looking rocky. Do you:
QUESTION 03
A. Stick to your long-term strategy but remain ready to adjust when needed.
B. Avoid stressin’. Your investments will eventually bounce back on their own.
C. Watch the market like a hawk so you can strategize if things get volatile.
D. Remain curious about the market’s movements as you continue building your portfolio.
What kind of investments interest you the most?
QUESTION 04
A. Established, historical investments that you can lean on over the long term.
B. Familiar index funds and ETFs.
C. Take them as they come. From fresh IPOs to well-known stocks and strategies, if I’m intrigued, I’m in.
D. Open to all of the above but still learning what suits me best.
Which investing mantra speaks to your mindset?
QUESTION 05
A. Think big picture.
B. Go with the flow.
C. Eyes on the prize.
D. Learn so you can earn.
1
2
3
4
5
1
2
3
4
5
1
2
3
4
5
1
2
3
4
5
YOUR RESULT
The Newcomer
You’re just starting out your investing adventures, but we already know you’re primed to dive in. You’re eager to learn more about the markets and how to make your money work for you. 💸
Since you’re fresh on the investing scene, you’ll appreciate our episode about the life stages of investing with Kelly Lannan. It’s packed with actionable insights and strategies that can help you at the start of your investing journey + beyond.
Tune in below/here.
Kelly Lannan is Senior Vice President of Emerging Customers at Fidelity Investments. She’s a pro at helping investors of all stripes and stages find their footing in the financial world.
Kelly Lannan
Listen to your archetype:
Season 4: Episode 8
Season 3: Episode 1
Season 4: Episode 1
Listen to your archetype:
YOUR RESULT
The Portfolio Pro
Jurrien Timmer
We don’t use the term “pro” lightly, but for you, it definitely applies. You’re a hands-on investor who knows you generally can’t seize big opportunities without risk. You track market movements like a hawk and adjust your strategy on the reg.
As someone who stays dialed into the markets, our episode about the macro landscape will be music to your ears. Jurrien Timmer shared his expertise about what market trends to watch, how to strategize during periods of volatility, and more.
Check it out here/below.
Jurrien Timmer is the Director of Global Macro at Fidelity. His top-down approach helps investors understand the trends and data that can help them build a solid, sustainable portfolio.
Listen to your archetype:
YOUR RESULT
The Small Wave Surfer
Richard Carter
Index funds and ETFs are your jam. You understand the need to consider parking your money somewhere it can grow, but you’re not checkin’ the candlesticks every waking hour or scrambling to sell every day.
Your ~chill~commitment to your investment strategy makes you a perfect match for our episode on fixed income investing. Fidelity’s Richard Carter shared his thoughts on how bonds and CDs can help you save and build a better financial future.
Give it a listen.
Richard Carter is the VP of Fixed Income Products and Services in Fidelity’s Personal Investing division. His jam is bond & CD offerings at Fidelity, and he’s always looking for ways to improve related customer sales and service initiatives.
Listen to your archetype:
YOUR RESULT
The Traditionalist
Ryan Viktorin
You love playing the long game when it comes to managing your portfolio, and you always invest with a plan carefully structured around long-term growth. Some may call you set-in-your-ways, but you’ve always got your finger on the pulse in case an outdated strategy needs a li’l refresh.
Your consistent approach perfectly aligns with our episode on generational investing trends. Fidelity’s Ryan Viktorin shared her takes on how each generation (from boomers to zoomers) plan their finances.
Tune in for some serious knowledge.
Ryan Viktorin is a CFP and vice president, financial consultant at Fidelity Investments. She works with high net worth clients and families in the areas of retirement planning, risk mitigation, legacy planning, tax minimization, and investment strategy.
Season 2: Episode 14
Season 4: Episode 4
Season 4: Episode 6
Season 1: Episode 2
Season 3: Episode 2
Season 3: Episode 1
Season 3: Episode 3
Retake Quiz
Retake Quiz
Retake Quiz
Retake Quiz
I’m new around here, but I’m eager to learn more about the markets and ways to help elevate my money.
Presented by Morning Brew's Creative Studio in partnership with Fidelity Investments
SEASON 4
SEASON 3
SEASON 2
SEASON 1
RESOURCES
Everyone’s got an investing style. Maybe you’re just beginning to explore your financial possibilities, or maybe you’ve got a strategy for every market wave. No matter where you’re at in your investing journey, there’s something for you in Fresh Invest, Morning Brew’s investing podcast with Fidelity.
For a listening experience catered to your style, spin through our 5-question personality quiz to discover your investing archetype and get matched with Fresh Invest episodes we think you’ll love.
A. I have a tried-and-true plan in place and a long-term growth mindset.
B. My money’s parked where it can grow, but I’m not checking it on the reg.
No risk, no reward. I’m an active, hands-on investor tracking markets and adjusting accordingly.
Custom music by Davis Jones.
Header illustration by Alberto Miranda.
These podcasts were created on behalf of our Advertisers by the Morning Brew Creative Studio, and do not reflect the opinions or point of view of the Morning Brew editorial team. Sources are provided for informational and reference purposes only. They are not an endorsement of Advertiser or Advertiser’s products by Morning Brew.
Investing involves risk, including risk of loss.
Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.
The CERTIFIED FINANCIAL PLANNER™ certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP board”). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® board’s fitness standards for candidates and registrants, agree to abide by the CFP board’s Code of Ethics and Professional responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP® board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
Morning Brew and Fidelity Investments are independent entities and are not legally affiliated.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
How would you describe your investing style?
QUESTION 02
1
2
3
4
5
I have a tried-and-true plan
in place and a long-term growth mindset.
A.
My money’s parked where it
can grow, but I’m not checking
it on the reg.
B.
C.
Dynamic.
D.
Bare bones.
Pick a word that best defines your portfolio:
QUESTION 03
1
2
3
4
5
Structured.
A.
Straightforward.
B.
C.
Watch the market like a hawk so you can strategize if things get volatile.
D.
Remain curious about the market’s movements as you continue
building your portfolio.
Pick a word that best defines your portfolio:
QUESTION 04
1
2
3
4
5
Structured.
A.
Straightforward.
B.
C.
Take them as they come. From fresh IPOs to well-known stocks and strategies, if I’m intrigued, I’m in.
D.
Open to all of the above but still learning what suits me best.
What kind of investments interest you the most?
QUESTION 05
1
2
3
4
5
Structured.
A.
Straightforward.
B.
C.
Eyes on the prize.
D.
Learn so you can earn.
No risk, no reward. I’m an active, hands-on investor tracking markets and adjusting accordingly.
Listen to your archetype:
Season 2: Episode 14
Season 4: Episode 4
Season 4: Episode 6
YOUR RESULT
The Portfolio Pro
Jurrien Timmer
We don’t use the term “pro” lightly, but for you, it definitely applies. You’re a hands-on investor who knows you generally can’t seize big opportunities without risk. You track market movements like a hawk and adjust your strategy on the reg.
As someone who stays dialed into the markets, our episode about the macro landscape will be music to your ears. Jurrien Timmer shared his expertise about what market trends to watch, how to strategize during periods of volatility, and more.
Check it out here/below.
Jurrien Timmer is the Director of Global Macro at Fidelity. His top-down approach helps investors understand the trends and data that can help them build a solid, sustainable portfolio.
Retake Quiz
Listen to your archetype:
Season 3: Episode 1
Season 3: Episode 3
YOUR RESULT
The Small Wave Surfer
Richard Carter
Index funds and ETFs are your jam. You understand the need to consider parking your money somewhere it can grow, but you’re not checkin’ the candlesticks every waking hour or scrambling to sell every day.
Your ~chill~commitment to your investment strategy makes you a perfect match for our episode on fixed income investing. Fidelity’s Richard Carter shared his thoughts on how bonds and CDs can help you save and build a better financial future.
Give it a listen.
Richard Carter is the VP of Fixed Income Products and Services in Fidelity’s Personal Investing division. His jam is bond & CD offerings at Fidelity, and he’s always looking for ways to improve related customer sales and service initiatives.
Retake Quiz
Season 3: Episode 3
Season 3: Episode 1
Listen to your archetype:
YOUR RESULT
The Traditionalist
Ryan Viktorin
You love playing the long game when it comes to managing your portfolio, and you always invest with a plan carefully structured around long-term growth. Some may call you set-in-your-ways, but you’ve always got your finger on the pulse in case an outdated strategy needs a li’l refresh.
Your consistent approach perfectly aligns with our episode on generational investing trends. Fidelity’s Ryan Viktorin shared her takes on how each generation (from boomers to zoomers) plan their finances.
Tune in for some serious knowledge.
Ryan Viktorin is a CFP and vice president, financial consultant at Fidelity Investments. She works with high net worth clients and families in the areas of retirement planning, risk mitigation, legacy planning, tax minimization, and investment strategy.
Retake Quiz
QUIZ
QUIZ
