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.

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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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.

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Are Your Investment Decisions Influenced by Emotions?

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

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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.

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Putting Together the Retirement Income Puzzle

What key pieces will make up your retirement income puzzle?

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Do You Know Who Your Beneficiaries Are?

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

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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.

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A Tiered Investment Strategy

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

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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?

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4 Things To Do in the 4 Years Before College

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

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What Is Socially Responsible Investing?

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

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Decrypting Crypto: Terms to Know

Interested in crypto? Here are terms you should know.

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