Explore our educational materials, including our Across the Board video series and brief reference materials, to build or refresh your understanding of financial topics.
What Insurance Do You Need for Your Home?
What Insurance Do You Need for Your Home?
Assess your needs, review the options, and protect your home – and peace of mind.
5:00
Across the Board Video Series
What Is a Roth IRA?
Learn what an Roth IRA is, how it differs from a traditional IRA, and why it might be right for you.
5:48
Across the Board Video Series
Should You Rent or Buy?
Six key questions to consider when deciding whether you should rent a place to live or buy one.
4:22
Across the Board Video Series
Are There Alternatives to Prenuptial Agreements?
When prenups aren’t an option, consider these three alternatives.
5:16
Across the Board Video Series
What Are Prenuptial Agreements?
Learn what a prenup is, reasons to consider one, and some best practices for discussing them with loved ones.
5:01
Across the Board Video Series
Active and Passive Investing
Learn the basics of these two investment approaches, how they differ from each other, and how they might work together in an investment portfolio.
4:03
Across the Board Video Series
Why Do Interest Rates Matter?
A quick look at the critical role of interest rates in our economy and how they can influence important financial decisions.
3:37
Across the Board Video Series
What Is a Yield Curve?
What is the Treasury yield curve, and what can it tell us about the health of the economy and the financial markets?
6:00
Across the Board Video Series
What Should a Trust Beneficiary Know?
Five key questions every trust beneficiary should be able to answer.
5:50
Across the Board Video Series
What Is an Estate Plan?
What is an estate, what's an estate plan, and why is it important to have one?
5:39
Across the Board Video Series
What Are Asset Classes?
The three major asset classes — when they’re good investments, when they’re not, and how they can work together in a portfolio.
3:35
Across the Board Video Series
What Are Mutual Funds and Separately Managed Accounts?
A quick take on the pros and cons of two popular investment vehicles.
4:59
Across the Board Video Series
What Is a Trust?
A look at this time-tested wealth transfer vehicle and its many benefits.
