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New York CNN —They are still a very small minority in the 401(k) universe, but there were a record number of 401(k) participants with balances over $1 million at the end of the first quarter this year, Fidelity Investments said Thursday. Fidelity is one of the largest providers of workplace retirement plans, and its 401(k) data is based on more than 23 million plan participants. The average balance for the so-called 401(k) “millionaires” came to $1,580,000, up from $1,551,300 in the fourth quarter, a Fidelity spokesperson said. Other 401(k) participants also saw increases in their balances in the first quarter. The average savings rate hit a record 14.2%, including employer matches, and is very close to the recommended 15% savings rate from Fidelity and retirement savings experts.
Persons: , ” Fidelity, , Gen Xers Organizations: New, New York CNN, Fidelity Investments, Fidelity, Bloomberg, , Boomers, Pensions, Federal Locations: New York, United States
Fidelity Charitable said distributions to nonprofits in 2023 were four times what they were 10 years ago. “I think 2023 was a pretty amazing year,” Fidelity Charitable President Jacob Pruitt told The Associated Press. According to Fidelity Charitable, donors attached their names or the name of their DAF to 96% of the grants made in 2023. Fidelity Charitable said nearly 80% of grants in 2023 went to nonprofits donors had previously supported. “It’s a struggle to figure out how to get your message out there.”Another growth area for Fidelity Charitable DAFs in 2023 was with corporations.
Persons: Jacob Pruitt, DAFs, ” Pruitt, Jude Children’s, Pruitt, , Andrew Grumet, Holland & Knight, It’s Organizations: — Fidelity, Fidelity, Associated Press, DAF, Internal Revenue Service, IRS, Fidelity Charitable, USA, Jude Children’s Research, Holland &, Fidelity Charitable DAF, Associated, Lilly Endowment Inc, AP Locations: millennials
You can now invest in bitcoin ETFs. But should you?
  + stars: | 2024-01-11 | by ( Jeanne Sahadi | ) edition.cnn.com   time to read: +7 min
The Securities and Exchange Commission on Wednesday gave the green light to the listing and trading of 11 bitcoin exchange-traded funds, or ETFs. Understand what bitcoin is … and what it isn’tIt’s important to grasp what kind of asset bitcoin is. Plus, bitcoin ETFs will make it easier for financial advisers to access the cryptocurrency for their clients who can afford to invest in alternative asset classes. Deciding if a bitcoin ETF makes sense for youThe investment firms that have received approval to offer bitcoin ETFs are competing fiercely for investor dollars. And if you normally invest on a platform that automatically rebalances your portfolio for you, make sure the system does not rebalance your holdings based on your bitcoin investment.
Persons: New York CNN —, Bitcoin, bitcoin, Fidelity, Chainanalysis, Sam Bankman, ” Alex Michalka, Wealthfront, , Bryan Armour, … It’s, It’s, ” Armour, Alex Lozano, Lozano, , Trent D, Porter, ” Porter Organizations: New, New York CNN, New York CNN — It’s, The Securities, Exchange Commission, Wednesday, SEC, US, Fidelity, New York Times, Securities Investor Protection Corporation, NASDAQ, NYSE, Morningstar, Better, Locations: New York, bitcoin, United States
Markets in Q3: Gains, pains and oil reigns
  + stars: | 2023-09-29 | by ( Marc Jones | ) www.reuters.com   time to read: +5 min
The chimneys of the Total Grandpuits oil refinery are seen just after sunset, southeast of Paris, France, March 1, 2021. Gold has lost its shine too meaning that only oil and gas, cash and the dollar have proved reliably profitable. “If you are going above $100 a barrel and staying there you are starting to create that inflation narrative again”. Athens’ main stock market is up 26.5% this year, even if it is down 11% since July. “The comforting news for Q4 though is that we should be close to peak (global) interest rates,” Metcalfe said.
Persons: Christian Hartmann, It’s, Salman Ahmed, Japan’s, , Robert Alster, El Salvador’s, Tayyip Erdogan’s, Argentina’s, Michael Metcalfe, ” Metcalfe Organizations: REUTERS, Christian, Federal Reserve &, Macro, Deutsche Bank, Management, Russia, U.S, Athens ’, Apple, Microsoft, Nvidia, Tesla, Meta, Street Global Markets, Indicators Locations: Paris, France, Saudi Arabia, Russia, Ukraine, Greece, Athens, Pakistan, Britain’s, Turkey, Nigeria, Colombia, Mexico, U.S, Poland, Ecuador, Japan
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