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.

3 Factors to Consider When Investing for the Long Term

  • 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 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.

  • 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

    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?

  • 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.

  • 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.

  • The Retirement Income Factor

    How much money will you bring to retirement?

  • What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.