Fidelity Investments

The downturn in the economy has pummeled the balances of most retirement plans and our account is certainly no exception.

We've decided to ignore our losses in 2008 and to focus on performance in 2009. With just a few clicks we can review our 2009 Personal Rate of Return at Fidelity Investments. We don't change our investment mix, we just like to see how we are performing compared to the the Dow Jones Industrial Average.








Today's review brought fantastic news!!! Our return for 2009 is "0."

Why is this fantastic? Check out the performance of the DJIA on a chart found at moneycentral.msn.com. While the DJIA is down, our Personal Rate of Return as of February 6, 2009, shows we have broke even in 2009.

Based on this information we believe we have successfully minimized our risk, and we have positioned our investments to perform well when the market begins to come back.

If you would like to know more about investment strategies please visit our Investment Planning articles.