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Bonds vs. Stocks

Posted By: Khan Academy
Feb 2nd, 2009

The difference between a bond and a stock.

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Investment Vehicles: Stocks, Bonds & Cash

Posted By: Kurz Gesagt
Nov 28th, 2013

Everyday in the news we hear about the stock exchange, stocks and money moving around the globe. Still, a lot of people don't have an idea why we have stock markets at all, because the topic is usually very dry. We made a short video about the basics of the stock exchanges. With robots. Robots are kewl!

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Financial Self Defense

Posted By: Archvest

When speaking with a financial planner or investment professional not only is it important to know the right questions to ask, but it is also critical to know the “red flags” to look for. This video provides an overview of some of those “red flags.”

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What is a Mutual Fund?

Posted By: Investopedia
Aug 8th, 2013

Mutual funds are the starting point for many individual investors because they offer a balanced portfolio in a single investment. Find out how mutual funds work and whether they are the investment for you.

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Social Security Restricted Application

Posted By: Archvest

When reviewing retirement plans, as part of the process we review the best way to maximize pension payments received. In this video I discuss a Social Security Optimization strategy known as Restricted Application. Please note new legislation has changed this strategy. Please view our update video titled Social Security Strategies Revisited to learn more.

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What are Exchange Traded Funds?

Posted By: Investopedia
Aug 8th, 2013

Exchange-traded funds (ETFs) offer investors the ability to diversify over an entire sector or market segment in a single investment. Find out how they are created and what they can do for your portfolio.

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Social Security Strategies Revisited

Posted By: Archvest

As part of the 2015 budget legislation, the two main Social Security strategies known as File-And-Suspend and Restricted application were substantially altered. This video discuss some of the key changes as a result of the legislation change.

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The Money Multiplier Effect

Posted By: Positive Money
Dec 7th, 2012

There's a lot of confusion about how banks work and where money comes from. Very few members of the public really understand it. Economics graduates have a slightly better idea, but many university economics courses still teach a model of banking that hasn't applied to the real world for decades.

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Questions to Ask an Advisor

Posted By: Archvest

When it comes to selecting an advisor or financial planner to work with, it can be a bit overwhelming. In our video we describe some key questions to ask when speaking with and interviewing an advisor. These questions and more can be found in the Consumer Guide to Financial Planning prepared by the CERTIFIED FINANCIAL PLANNER™ board.

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What is Quantitative Easing?

Posted By: The Economist
Sep 28th, 2012

Following the Federal Reserve's latest round of quantitative easing, The Economist's Buttonwood columnist Philip Coggan explains how easing monetary policy works.

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Social Security Strategy File & Suspend

Posted By: Archvest

To optimize your Social Security benefit one might want to consider the possibility of the strategy known as File and Suspend. In this video we provide a more detailed overview of how this strategy works. Please speak with a financial planner and tax advisor to reaffirm the best strategy for you. Please note legislation has changed this strategy. Please view our update video titled Social Security Strategies Revisited.

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What is an IPO

Posted By: Khan Academy
Jan 30th, 2009

The initial public offering of our online sock company.

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Government Pensions and Social Security

Posted By: Archvest

When it comes to electing the best payment options from your pension, one needs to consider how this might affect one’s Social Security benefit. In this video, we discuss how the Windfall Elimination Provision or the Government Pension Offset might affect the Social Security benefit you’re entitled to receive.

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Price and Market Capitalization

Posted By: Khan Academy
Aug 19th, 2009

Introduction to price and market capitalization.

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Social Security Overview

Posted By: Archvest

A lot of financial hurdles come across our life as we age. One in particular is Social Security. This is a system that for most, have been paying into his/ her entire working career. Now it’s time to collect the benefit, but what is one to choose? This video will provide an overview of some of the more popular benefit elections one can make.

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What are Derivatives?

Posted By: graphitishow
Feb 20th, 2012

An introduction to Derivatives.

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529 Plans

Posted By: Archvest

Is it time to start saving for college? 529 Plans are one of the most popular investment tools for college savings, but how flexible is the plan? Would if your child decides not to go to college or gets a scholarship? Watch this video to learn more about the options and flexibility a 529 Plan can offer.

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Global Population Shift

Posted By: The Economist
Nov 13th, 2014

Animating the changing shape of the world population pyramid.

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Housing Options

Posted By: Archvest

As we age one needs to consider the overall comfort in his/ her home. This video introduces the different housing options one should consider and plan for, in addition to some home safety tips.

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Credit Card Debt Explained

Posted By: TotalDebtRelief
Mar 2nd, 2010

This video uses a simple analogy to describe how the average American is throwing away their money to the credit card companies.

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Spending Plan

Posted By: Archvest

Let’s face it – we all know that in each month we make money we also need to spend money in order to live. For most, the month comes and goes and little is left over. This video outlines the components that make up a spending plan and how to put the right one together

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Credit Report

Posted By: Archvest

Want to get a better understanding of how to review your credit report and how to obtain your credit report for free? Take a view of this video to learn more about the components of your credit report as well as a few tips on how to monitor your credit.

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What is a Balance Sheet?

Posted By: Investopedia
Aug 8th, 2013

The balance sheet is a basic accounting tool used by individuals, business owners and even large corporations to track net worth. Discover its main components and how they work together.

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Credit Score

Posted By: Archvest

The credit score, often known as your FICO score, a foundational component when trying to obtain any type of personal loan. In fact, the FICO score is used by 90% of lenders for personal loans. Watch this video to learn more as well as ways to help you improve your overall credit score.

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What is Compound Interest?

Posted By: Investopedia
Aug 22nd, 2013

Compound interest is often called one of the most powerful concepts in finance. Find out what it is and how it can work for you.

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Digital Estate

Posted By: Archvest

We live in a digital age; as such, there is another layer of complexity when it comes to managing our personal estate. Watch this video to learn what a digital estate isand what measures you can put in place to protect yourself.

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Estate Plan Overview

Posted By: Archvest

As we progress in our lives things seem to get more complex. We get married, start a family, and possibly buy a home, to name just a few things. If something were to happen to you, how can you make sure your wishes are fulfilled? This video will give you an overview of what makes an estate plan and how you can preserve your estate.

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Probate Process

Posted By: Archvest

What is probate and how does it affect your estate plan? Watch this video to learn more about the probate process and what simple steps you can take to preserve what you’ve worked so hard for your entire life – your estate.

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Welcome to the Archvest Wealth Advisors Knowledge Base. This page is dedicated to all things personal finance. From educational videos to smart device apps, we have pulled together trusted resources for you. Don’t see what you’re looking for? Please contact us to let us know and we’ll help you find the answer.


Featured Video

Welcome to the Knowledge Base

Posted By: Archvest

What is the Knowledge Base? Watch this video to see the story behind the page, how to best navigate it and most importantly, how to connect with us so that we can enrich your experience.


Learn More With Archvest

Financial Self Defense
Posted By: Archvest

Social Security Restricted Application
Posted By: Archvest

Social Security Strategies Revisited
Posted By: Archvest

Questions to Ask an Advisor
Posted By: Archvest

Social Security Strategy File & Suspend
Posted By: Archvest

Government Pensions and Social Security
Posted By: Archvest

Social Security Overview
Posted By: Archvest

529 Plans
Posted By: Archvest

Housing Options
Posted By: Archvest

Spending Plan
Posted By: Archvest

Credit Report
Posted By: Archvest

Credit Score
Posted By: Archvest

Digital Estate
Posted By: Archvest

Estate Plan Overview
Posted By: Archvest

Probate Process
Posted By: Archvest

Financial Self Defense
Posted By: Archvest

Social Security Restricted Application
Posted By: Archvest

Social Security Strategies Revisited
Posted By: Archvest

Questions to Ask an Advisor
Posted By: Archvest

Social Security Strategy File & Suspend
Posted By: Archvest

Government Pensions and Social Security
Posted By: Archvest

Social Security Overview
Posted By: Archvest

529 Plans
Posted By: Archvest

Housing Options
Posted By: Archvest

Spending Plan
Posted By: Archvest

Credit Report
Posted By: Archvest

Credit Score
Posted By: Archvest

Digital Estate
Posted By: Archvest

Estate Plan Overview
Posted By: Archvest

Probate Process
Posted By: Archvest


Additional Resources

Bonds vs. Stocks
Posted By: Khan Academy
Feb 2nd, 2009

Investment Vehicles: Stocks, Bonds & Cash
Posted By: Kurz Gesagt
Nov 28th, 2013

What is a Mutual Fund?
Posted By: Investopedia
Aug 8th, 2013

What are Exchange Traded Funds?
Posted By: Investopedia
Aug 8th, 2013

The Money Multiplier Effect
Posted By: Positive Money
Dec 7th, 2012

What is Quantitative Easing?
Posted By: The Economist
Sep 28th, 2012

What is an IPO
Posted By: Khan Academy
Jan 30th, 2009

Price and Market Capitalization
Posted By: Khan Academy
Aug 19th, 2009

What are Derivatives?
Posted By: graphitishow
Feb 20th, 2012

Global Population Shift
Posted By: The Economist
Nov 13th, 2014

Credit Card Debt Explained
Posted By: TotalDebtRelief
Mar 2nd, 2010

What is a Balance Sheet?
Posted By: Investopedia
Aug 8th, 2013

What is Compound Interest?
Posted By: Investopedia
Aug 22nd, 2013

Bonds vs. Stocks
Posted By: Khan Academy
Feb 2nd, 2009

Investment Vehicles: Stocks, Bonds & Cash
Posted By: Kurz Gesagt
Nov 28th, 2013

What is a Mutual Fund?
Posted By: Investopedia
Aug 8th, 2013

What are Exchange Traded Funds?
Posted By: Investopedia
Aug 8th, 2013

The Money Multiplier Effect
Posted By: Positive Money
Dec 7th, 2012

What is Quantitative Easing?
Posted By: The Economist
Sep 28th, 2012

What is an IPO
Posted By: Khan Academy
Jan 30th, 2009

Price and Market Capitalization
Posted By: Khan Academy
Aug 19th, 2009

What are Derivatives?
Posted By: graphitishow
Feb 20th, 2012

Global Population Shift
Posted By: The Economist
Nov 13th, 2014

Credit Card Debt Explained
Posted By: TotalDebtRelief
Mar 2nd, 2010

What is a Balance Sheet?
Posted By: Investopedia
Aug 8th, 2013

What is Compound Interest?
Posted By: Investopedia
Aug 22nd, 2013



External Links


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