Investment
When Markets React
When markets shift, experienced investors stick to their strategy.
Video library
Short lessons, plainly said
Watch all 90 original library videos here across 7 topics. Select a video to open its player.
90 of 90 videos
Investment
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retirement
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retirement
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investment
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retirement
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Insurance
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Investment
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirement
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Investment
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Lifestyle
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Retirement
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Money
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Retirement
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Retirement
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retirement
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Retirement
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Insurance
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Retirement
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Estate
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Insurance
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retirement
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Insurance
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retirement
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Money
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Lifestyle
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Money
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retirement
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investment
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retirement
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Money
Saving for College 101
Here's a crash course on saving for college.
Money
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Investment
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Money
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Lifestyle
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Retirement
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Lifestyle
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investment
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Lifestyle
Surprises
Making the most of surprises is a great reason to work with us.
Insurance
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Lifestyle
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Investment
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Investment
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investment
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Investment
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Retirement
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Money
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investment
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investment
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investment
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Lifestyle
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Lifestyle
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investment
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Lifestyle
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investment
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Investment
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Investment
The Business Cycle
How will you weather the ups and downs of the business cycle?
Investment
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retirement
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Estate
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Lifestyle
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investment
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Money
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Investment
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Investment
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Retirement
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Estate
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Investment
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Estate
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Investment
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Insurance
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Lifestyle
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement
Rightsizing for Retirement
What does your home really cost?
Tax
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Estate
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tax
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retirement
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retirement
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Investment
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.