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.

Putting Together the Retirement Income Puzzle

  • What Is Socially Responsible Investing?

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

  • SPACs in the Spotlight

    SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence.

  • A Tiered Investment Strategy

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

  • Saving for College with a 529 Plan

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

  • Handling Market Volatility

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

  • The Sandwich Generation: Caught in the Middle

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

  • The Social Security Statement Gets a Makeover

    The personal Social Security statement has been redesigned to make it easier to understand — see what's changed.

  • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

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

  • Digital Deception: Watch Out for Cybercrime

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

  • Decrypting Crypto: Terms to Know

    Interested in crypto? Here are terms you should know.

  • Curious About NFTs? Here's an Introduction

    Curious about NFTs? Here an introduction to these unique digital assets.

  • Medical Debt and Your Credit Report: Relief Has Arrived

    The way medical debt is reported on credit reports has changed.

  • ETFs vs. Mutual Funds: What's the Difference?

    Do you know the key differences between ETFs and mutual funds?

  • Should You Pay Off Debt or Save for Retirement?

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

  • Should You Sell When the Market Drops?

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

  • 3 Potential Benefits of Dollar-Cost Averaging

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

  • The Basics of Social Security Retirement Benefits

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

  • Financial Planning: Helping You See the Big Picture

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

  • Stocks and Stock Mutual Funds 101

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

  • Bonds and Bond Mutual Funds 101

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

  • The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • Are Your Investment Decisions Influenced by Emotions?

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

  • 6 Reasons to Work with a Financial Professional

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

  • Women and Money: Taking Charge of Your Financial Future

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

  • Four Money Mistakes You Might Be Making

    Are you making any of these four money mistakes?

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • Social Security: When Should You Claim Retirement Benefits?

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

  • How Sequence of Returns Can Affect Your Retirement Savings

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

  • Taking a Financial Inventory

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

  • 3 Factors to Consider When Investing for the Long Term

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

  • 4 Things To Do in the 4 Years Before College

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

  • Taking a Closer Look at Target Date Funds

    How much do you know about target date funds?

  • The Latte Habit

    How little things can add up over time.

  • Do You Know Who Your Beneficiaries Are?

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

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