Explore our educational materials, including our Across the Board video series and brief reference materials, to build or refresh your understanding of financial topics.
Filing Your First Tax Return
Filing Your First Tax Return
Tax filing doesn’t have to be overwhelming. Watch our step-by-step guide.
6:00
Across the Board Video Series
What Should a Trust Beneficiary Know?
Five key questions every trust beneficiary should be able to answer.
5:50
Across the Board Video Series
What Is an Estate Plan?
What is an estate, what's an estate plan, and why is it important to have one?
5:39
Across the Board Video Series
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.
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
Types and Uses of Trusts
A brief survey of the two basic trust structures, their advantages, and other considerations.