Educational Videos

Bond mutual funds carry risks, costs, and tax implications that can be significantly reduced by investing in a portfolio of individual bonds, and bond-like instruments. This video reveals the dangers that lurk in bond mutual funds—and explains how an actively managed portfolio of individual bonds can help you avoid those dangers.

Annuities come in a variety of forms. It is important that annuity buyers understand the details around them. This video illustrates some of the things you need to consider before deciding if a variable annuity is right for you.

Sure, bonds are an important part of investing for income, but there’s also a way for those with the ability to endure some level of stock market risk to enjoy the benefits of steady income through high-dividend paying stocks. Watch this video to find out if investing for income in the stock market makes sense