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 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.

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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.

5:09

Across the Board Video Series

What Does a Trustee Do?

The seven things a trustee must do to help ensure a trust achieves its goals.

4:29

Across the Board Video Series

What Is Asset Allocation?

A brief introduction to asset allocation and why it may be the most important investment decision you make.

Primer

Incentive Trusts

The pros and cons of trusts that seek to encourage or discourage certain behaviors by the trust’s beneficiaries.

Primer

Estate Planning Basics

What is estate planning, and why does it matter?

Primer

Wealth Transfer Taxes

A review of the various wealth transfer taxes and how they work.

Primer

Types and Uses of Trusts

A brief survey of the two basic trust structures, their advantages, and other considerations.

Primer

Revocable Trust

The basics of these trusts that can be cancelled at any time and for which you can serve as grantor, beneficiary, and even trustee.

Primer

A Matter of Trust

One of the most important decisions families make in developing their legacy plans is choosing the right individual or institution to carry out the...

Financial Education

What Are Asset Classes?