CONNECT

Address:

500 N Broadway Suite 260
Jericho, NY 11753

Phone:

(516) 932-5130, Toll free: (866) 932-5130

Fax/Other:

(516) 932-7706

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.

Behavioral Finance

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

  • What Is An Annuity?

    What Is An Annuity?

    Immediate or deferred annuity: there's no right answer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck