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.

How Sequence of Returns Can Affect Your Retirement Savings

  • A Tiered Investment Strategy

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

  • 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.

  • 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.

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

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

  • Securities-Based Lending

    Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

  • The Road to Retirement Can Begin at Work

    A workplace retirement savings plan offers three key benefits.

  • The Cost of Waiting to Invest: Effect on Your Wallet Today

    See how much you would need to save each month at ages 25, 35, 45, and 55 to reach $1 million at age 65.

  • Roth IRA Basics

    Find out how a Roth IRA can help you build a source of tax-free retirement income.

  • 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.

  • Women and Money: Taking Charge of Your Financial Future

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

  • 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.