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.

What Is the 4 Percent Rule?

  • Handling Market Volatility

    These three actions can help you stick to a long-term investing strategy when markets are volatile.

  • What Is the 4 Percent Rule?

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

  • 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.

  • Are Your Investment Decisions Influenced by Emotions?

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

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • 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?