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.
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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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The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?
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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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3 Factors to Consider When Investing for the Long Term
These three factors will typically drive your long-term investment strategy.
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Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.