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.

  • Interested in crypto? Here are terms you should know.

  • Curious about NFTs? Here an introduction to these unique digital assets.

  • The 4% rule is a common guideline for how to withdraw money from your retirement portfolio — here’s how it works.

  • Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • Did you know that the sequence in which you earn investment returns can affect how much you end up with?

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