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.

  • Socially responsible investing lets people put their money into companies that align with their personal values.

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

  • Find out how a 529 savings plan can help you save for college.

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

  • Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.

  • When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

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

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

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

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

  • The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

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

  • Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.

  • The Social Security Administration has announced a modest cost-of-living adjustment (COLA) for 2024.

  • Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

  • How much do you know about your Social Security retirement benefits?

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

  • Is receiving a big tax refund a reason to celebrate?

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

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

  • These three factors will typically drive your long-term investment strategy.

  • How little things can add up over time.