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.

  • Should You Sell When the Market Drops?

    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

    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 Pros and Cons of a Big Tax Refund

    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?

    Are Your Investment Decisions Influenced by Emotions?

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

  • Women and Money: Taking Charge of Your Financial Future

    Women and Money: Taking Charge of Your Financial Future

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

  • Putting Together the Retirement Income Puzzle

    Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • Social Security: When Should You Claim Retirement Benefits?

    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

    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?

  • The SECURE Act Hopes to Make Retirement More Secure

    The SECURE Act Hopes to Make Retirement More Secure

    Here are four new rules that could help retirement savers in 2020 and beyond.

  • Record Government Spending Boosts Appeal of Tax-Free Income

    Record Government Spending Boosts Appeal of Tax-Free Income

    Record government spending for COVID-19 could lead to higher tax rates, boosting the appeal of tax-free income.

  • The CARES Act May Offer Welcome Relief to Retirement Account Owners

    The CARES Act May Offer Welcome Relief to Retirement Account Owners

    The CARES Act signed into law in 2020 in response to Covid-19 contains four provisions to help retirement savers.

  • Taking a Financial Inventory

    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

    3 Factors to Consider When Investing for the Long Term

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

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.