CONNECT

Address:

4695 MacArthur Ct Suite 1000
Newport Beach, CA 92660

Phone:

(949) 660-1717

Fax/Other:

(949) 660-1991

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.

  • Should You Pay Off Debt or Save for Retirement?

    Should You Pay Off Debt or Save for Retirement?

    Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

  • How Pre-Tax Contributions Affect Your Paycheck

    How Pre-Tax Contributions Affect Your Paycheck

    The tax implications of retirement plan contributions and the effect on your take-home pay.

  • 3 Potential Benefits of Dollar-Cost Averaging

    3 Potential Benefits of Dollar-Cost Averaging

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

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

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