Help Videos - How to use the Client Portal

What is Bitcoin and the Blockchain

Cryptocurrencies like Bitcoin, Ethereum, and Litecoin are digital currencies that offer a peer-to-peer payment system independent of a central governing agency. This video explains the basics of cryptocurrencies: what they are, their potential benefits and risks, and how investors can gain exposure to cryptocurrencies without actually owning them.

What are INDEX FUNDS and ETFs?

Index funds are investments built to track the performance of a market index. This means they include a number of investments and tend to be diversified in securities across that index. In this video, we discuss how index funds work, identify some indices these funds track, and examine benefits and risks associated with index fund investing.



Exchange-traded funds (ETFs) have grown in popularity among investors over the past decades. This video can help you understand the risks and potential rewards of investing in this asset class.


Three Ways to Get Out of Debt


How To Use Credit Cards Wisely


How To Budget: Three Pitfalls


Help Videos using the Client Portal

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