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Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Socially responsible investing lets people put their money into companies that align with their personal values.

  • Find out how a tiered investment strategy can help balance income and growth objectives.

  • Find out how a 529 savings plan can help you save for college.

  • These three actions can help you stick to a long-term investing strategy when markets are volatile.

  • Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.

  • When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

  • As online commerce and recordkeeping have expanded, so has cybercrime.

  • Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

  • The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

  • Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

  • How much do you know about your Social Security retirement benefits?

  • Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

  • Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

  • Is receiving a big tax refund a reason to celebrate?

  • Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.

  • Here are six reasons to work with a financial professional no matter what life stage you’re in.

  • On their path to financial security, women often face unique financial obstacles.

  • What key pieces will make up your retirement income puzzle?

  • The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.

  • Did you know that the sequence in which you earn investment returns can affect how much you end up with?

  • A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

  • These three factors will typically drive your long-term investment strategy.

  • These four steps can help you go into the college planning process wisely.

  • How much do you know about target date funds?

  • How little things can add up over time.

  • Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck