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Financial Education Videos

Financial Planning for the Full Cost of College

Joe Pitzl, CFP®, is the Managing Partner at Pitzl Financial. He spoke with Investopedia about working with families on the ever-increasing cost of attending college, and how to prepare children for the cost of their education.

Goal-Based Investing: My Favorite Term

Managing Director of Vanguard’s Retail Investor Group Karin Risi shares why “goal-based investing” is her favorite financial term.

“A 9 year bull market isn’t necessarily normal”

How should long-term investors approach increasing volatility? Here’s what Terri Kallsen, Executive Vice President of Investor Services at Charles Schwab, and her team tell their clients.Kallsen is a Certified Financial Planner™ practitioner, a Certified Wealth Strategist®, a member of the…

How Vanguard is Trying to Reach Millennials

Managing Director of Vanguard’s Financial Advisor Services, Thomas Rampulla, discusses the negative effects of the 2008 financial crisis on Millennials’ ability to trust financial advisors.

How the Fiduciary Rule Can Impact You

Betterment founder and CEO, Jon Stein, explains how the Department of Labor (DOL) fiduciary rule will change the financial advice industry.

Welcome to the Financial Fitness Tour

Follow along at #TheFinancialCoachNow, more than ever, the need for financial literacy and education are of critical importance. More than half of Americans are not invested in the stock market and don’t have enough put away for retirement, major life…

Schwab’s Senior Executive VP Sees Bullish, Retirement-Minded Investors

What’s on retail investors’ radar? We asked senior executive vice president of Charles Schwab, Jonathan Craig, to share what he sees clients focused on in today’s market.Jonathan M. Craig serves as a senior executive vice president of Charles Schwab, focusing…

Equestrian Economics: The 2017 Quarter Horse Congress

he financial Fitness Tour lands in Columbus, OH for the 2017 American Quarter Horse Congress.

State Street’s Jim Ross Busts ETFs’ Biggest Myths

State Street’s Jim Ross, creator of SPY, on the biggest misconceptions around ETFs.

What Data Sets Will Quants Mine in the Future?

We asked three quantitative analysts to name the most interesting data sets they’ve heard of, from cell phones tracking their owners for third parties, to investing on the outcome of court cases.

Penny Stock Trade Ideas and How to Find Them

An introduction to the world of penny stocks, how to pick which penny stocks to trade, and the right time to execute your trades. Take the Investopedia Academy ‘Penny Stocks Trading’ course: https://bit.ly/2tCvLF4 INVESTOPEDIA ACADEMY is expert instruction from Investopedia.…

Industrial Stocks Tank on Trade War Escalation | Key Market Takeaways | Investopedia Academy

Multinational industrial stocks — like Boeing (BA) and Caterpillar (CAT) — are getting hammered today as President Trump asks his administration to identify $200 billion of additional tariffs the United States can slap on China. In today’s Daily Market Commentary…

Dow and S&P Swing Wildly on Trade Concerns | Key Market Takeaways | Investopedia Academy

The major indexes opened lower on Monday as investors sold stocks with international exposure. Small caps were still surprisingly defensive, which is a good thing for bulls waiting for a continuation to the upside in the near-term. During today’s Daily…

Stocks Reverse Losses after Trade Threats | Key Market Takeaways | Investopedia Academy

Another announcement of a tariff on $50 billion of imported goods from China sent the market lower Friday morning. This is not great news on the third Friday of the end of the quarter, often referred to as “triple witching,”…

Retail Sales Look Good While Rates Drop | Key Market Takeaways | Investopedia Academy

Retail sales numbers were surprisingly good and match comments from the Fed’s chairman during Wednesday’s FOMC press conference. However, bulls still seem frustrated by a lack of movement in interest rates. In today’s Daily Market Commentary webcast, our analyst will…

What is relative strength? Investopedia Academy

By using specific calculations, investors can identify the strongest performers compared to the overall market, creating recommendations for investments. When used as part of the aforementioned investment strategy, relative strength assumes a stock whose price has been rising will continue…

The Fed and a Merger Frenzy Surprises Traders | Key Market Takeaways | Investopedia Academy

The Fed raised the overnight, target interest rate by a quarter point to 2.00% today as expected. The rate hike itself may not have been a shock, but there were some surprising reactions in the stock market following the press…

Can Stocks Survive Core CPI Growth of 2.2%? Key Market Takeaways | Investopedia Academy

Inflation has been a “four-letter word” on Wall Street this year, and it just got worse this morning as the Bureau of Labor Statistics announced the core Consumer Price Index (CPI) rose by 2.2% year-over-year. In today’s Daily Market Commentary…

Can Airlines Resume Flying in Wall Street’s Friendly Skies? | Investopedia Academy

Major airlines, like Delta (DAL) and United (UAL), have been consolidating sideways while regional ones, like Southwest (LUV) and JetBlue (JBLU), have been lower during 2018, but today’s price action suggests they may be ready for take off. In today’s…

Emerging Markets and Trade Hits Stocks Again | Investopedia Academy

Argentina and Brazil may find a little respite while South African, Russian, and Chinese shares were hit hard on a variety of economic concerns. This is all happening in emerging markets against the backdrop of rising trade tensions before the…

FB and GOOGL fail to hit new highs…Do they have what it takes? | Investopedia Academy

Wall Street bulls have been singing the Technology sector’s praises as it surged higher this week, but big companies like Facebook (FB) and Alphabet (GOOGL) have failed to break new 52-week highs. In today’s Daily Market Commentary, our analyst discussed…

Treasury Yields Force Financials Rebound and Utilities Retreat | Investopedia Academy

Financial stocks are giddily rebounding while utility stocks are sadly retreating as the yield on the 10-year U.S. Treasury (TNX) climbs back up toward 3%, after having dropped as low as 2.76% in late-May. In today’s Daily Market Commentary webinar,…

More Problems in Commodity Markets Hit Stocks | Key Market Takeaways | Investopedia Academy

Traders hoped to see confirmation of Monday’s breakout on the S&P 500, however, more disruptions from the commodity market are making that difficult. In today’s Daily Market Commentary webinar, our analyst will explain the connection between soft commodity prices and…

Oil and Commodity Stocks Shocked by OPEC | Key Market Takeaways | Investopedia Academy

A very surprising comment from OPEC about supplies being able to meet growing demand shocked traders, sent commodity prices plummeting, and hit energy stocks on Monday. In today’s Daily Market Commentary, our analyst will discuss the news and whether this…

Stocks and Inflation Forecasts Pop on Surprise Labor Report | Investopedia Academy

Despite several years of growth in the labor market, inflation has been uneven and nearly non-existent in wages. That trend hasn’t necessarily changed with Friday’s labor report, but the outlook did get a little bit more bullish for higher inflation…

The Dow Tanks as EU Threatens to Punch Back on Tariffs | Key Market Takeaways

In Thursday’s Daily Market Commentary webinar, our analyst discussed why investors should be prepared for more fast moves in the major stock and bond indexes. In a last-ditch effort, European trade officials worked with the U.S., including Commerce Secretary Wilbur…

Financial Stocks Rebound After Yesterday’s Rout But Can it Last? Investopedia Academy

Overnight, the same financial stocks that got hammered on Tuesday as bond yields tumbled on fears of a looming financial crisis in Italy turned around and rebounded higher. They still have a long way to go to recover all of…

Defining the Greeks in Options Trading | Investopedia Academy

Greeks are dimensions of risk involved in taking a position in an option or other derivative. Take the Investopedia Academy ‘Options for Beginners’ course: https://bit.ly/2It7qaD INVESTOPEDIA ACADEMY is expert instruction from Investopedia. Self-paced, online courses that provide on-the-job skills—all from…

Has the European sovereign debt crisis returned? Key Market Takeaways | Investopedia Academy

Some problems, like the European sovereign debt crisis, never really go away. They just get swept under the rug for a while by powerful forces, like the European Central Bank (ECB). Unfortunately, it looks like this problem is creeping back…

Lower Oil Prices and Consumer Confidence | Key Market Takeaways | Investopedia Academy

The oil market looks to be in a little trouble on Friday as investors deal with the news that Russia and Saudi Arabia may be ready to increase production levels. On the bright side, lower oil prices should bring gasoline…

What is the Right Kind of Life Insurance

What is the Right Kind of Life Insurance | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I…

Should You Buy a Disability Waiver of Premium on Life Insurance

Should You Buy a Disability Waiver of Premium on Life Insurance | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance?…

How to Get Life Insurance If You Have a Medical Condition

How to Get Life Insurance If You Have a Medical Condition| Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? -…

Should You Buy a Policy That Builds Cash Value

Should You Buy a Policy That Builds Cash Value| Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I…

characteristics of term life insurance

characteristics of term life insurance | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I Buy Whole Life…

How To Buy Life Insurance

How To Buy Life Insurance | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I Buy Whole Life…

How To Buy Life Insurance

How To Buy Life Insurance | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I Buy Whole Life…

What is the illustration of life insurance

What is the illustration of life insurance | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I Buy…

How quickly does the Cash Value grow in A Life Insurance Policy?

How quickly does the Cash Value grow in A Life Insurance Policy | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life…

Uses of Universal Life Insurance

Uses of Universal Life Insurance | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I Buy Whole Life…

Universal Life Policies with Loans

Universal Life Policies with Loans | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I Buy Whole Life…

Universal Life Policies with Loans

Universal Life Policies with Loans | Term vs. whole life insurance: Which is best for you? Whole or Term Life Insurance: Which Is Better? | Is it ever OK to cancel your life insurance? – Should I Buy Whole Life…

SAT vs ACT: Understanding The Differences

If your desired college gives you a choice between the SAT and the ACT for your application, you’ll want to choose the test likeliest to give you the highest score. That requires understanding the key differences between the two exams.…

7 of the Worst Retirement Planning Blunders

Many financial blunders can break someone during their golden years. Here are seven of the worst decisions a retiree can make. First is assuming you will retire at a specific age. In reality, that depends on several factors, many of…

Retirement Planning For The Self-Employed !

Recent studies show that most self-employed Americans are saving little, if anything, for retirement. Why? Excuses include a lack of steady income, paying off major debt, healthcare, education, and business expenses. But when the future depends on you, making an…

How Many Credit Cards Should You Have?

Having several credit cards provides many benefits. The trick is managing them all correctly. Here are a few factors to consider when you’re deciding how many credit cards you need. Having more than one credit card can help your credit…

5 Secrets You Didn’t Know About Traditional IRAs !

A traditional IRA gives you complete control over your contributions, and offers a nice complement to an employer-provided savings plan. But many people don’t understand all the workings of this popular retirement tool. First, you don’t invest in an IRA.…

Tax Breaks For Volunteering !

Your volunteer ventures could earn you some welcome tax deductions, along with the satisfaction of helping others. First, before volunteering or donating to an organization, make sure it qualifies as nonprofit or tax-exempt under IRS regulations. Most churches, animal sanctuaries…

Preventing Medical Bankruptcy

Millions of Americans end up buried in medical bills each year, and some are forced to declare bankruptcy. If you’re worried medical expenses could overwhelm you, there are some thing you can do to ease your concerns. First, make sure…

Six Ways Your Tax Preparer Knows You’re Lying !

Cheating on your taxes is asking for trouble. You might get away with it, but you’re playing with fire and likely to get burned. Tax preparers are trained to spot these six telltale signs of tax evasion. Number 1 is…