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Address:

1000 Heritage Center Circle
Round Rock, TX 78664

Phone:

1 (844) 843-4274 Toll Free,

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

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 Investment Risk?

  • Inflation: The Sneaky Thief

    Inflation: The Sneaky Thief

    Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • The Value of a Bond

    The Value of a Bond

    How interest rate changes influence bond prices.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck