Financial Education Videos & Downloads | Cullen McCarthy

What the midterms could mean for markets

What the midterms could mean for markets

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle. (3:47)

Can stocks find their footing?

Can stocks find their footing?

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio. (9:59)

The AI-consumer divide: What it means for markets

The AI-consumer divide: What it means for markets

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward. (3:09)

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise financial advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk (0:30)

Balancing growth and protection

Balancing growth and protection

How do you find the right balance when you're saving for the future? Learn how the RiverSource Structured Solutions 2℠ annuity works to combine growth potential with a level of protection. (RiverSource Structured Solutions 2℠ annuity is not available in NY. Not yet approved for use in Oregon.)

(6:39)

Reach your financial goals with help from Ameriprise Financial advisors

Reach your financial goals with help from Ameriprise Financial advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 130 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to set them up for financial success. Start financial planning with us today: www.ameriprise.com (2:24)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

A solid foundation starts with protecting income

A solid foundation starts with protecting income

Pascale Haspil implemented a recommendation from her advisor nearly 20 years ago. Today, it's helping keep her financial security intact. (4:08)

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Retirement Plan Solutions for Business Owners

Retirement Plan Solutions for Business Owners

There’s only one you—one business, one future you’re planning for. At Ameriprise Financial, we help business owners like you design and implement retirement plans that are appropriate for both you and your employees. (2:12)

Grow & Preserve Your Business Equity for Business Owners

Grow & Preserve Your Business Equity for Business Owners

We work with business owners to create financial plans and integrated strategies that not only seek to grow and preserve your business equity but are also designed to help you reach your personal financial goals. (1:53)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:40)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions 2℠ annuity can help give you the confidence to stay invested. (RiverSource Structured Solutions 2℠ annuity is not available in NY. This video is not yet approved for use in OR.) (1:35)

Our commitment to you

Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:31)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

Business Transition Planning for Business Owners

Business Transition Planning for Business Owners

You’ve worked hard to build your business equity—and you shouldn’t face a succession transition alone. We can help you navigate business decisions and work toward long-term financial well-being for you and your family. (1:45)

Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

Insurance: Planning for long-term care

Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:47)

Putting clients first: Our fiduciary commitment

Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.

Elements of an effective estate strategy

Use this guide to help you navigate the important elements of an effective estate strategy.

Annual equity market outlook

See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.

All about you client preference questionnaire

This short questionnaire will help us work together in a way that fits your needs.

Understanding Medicare

If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.

Confident Retirement conversation guide for wealth builders

This interactive brochure helps clients evaluate their current financial situation and prepare for the future.

Annual fixed income outlook

What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.

Investment outlook and themes report

Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.

Expense supplement

This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.

Ameriprise Financial wellness flyer

Highlight that your practice offers a complimentary financial education program for local businesses.