Financial Education Videos & Downloads | Frank D'Erasmo Jr

Frank D'Erasmo Jr

Financial Advisor

Lionheart Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

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How could the U.S.-Iran conflict impact investors?

How could the U.S.-Iran conflict impact investors?

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

(3:55)

Investing in AI stocks: 3 trends to watch in 2026

Investing in AI stocks: 3 trends to watch in 2026

AI and Big Tech stocks have fueled major U.S. stock market growth in 2025, but investor skepticism is rising. Chief Market Strategist Anthony Saglimbene breaks down three AI investing themes to watch in 2026. (3:36)

Why an independent Federal Reserve matters

Why an independent Federal Reserve matters

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

(3:34)

2026 market and economic outlook

2026 market and economic outlook

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead. (8:44)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:32)

What are your college savings options?

What are your college savings options?

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:49)

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)

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)

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)

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)

Insurance: What are living benefits

Insurance: What are living benefits

There’s more to life insurance than just a death benefit. Learn about living benefits. (2:31)

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)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college.

(3:06)

Strategies to reduce investment risk

Strategies to reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:48)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (1:59)

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)

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)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

(2:00)

Putting clients first: Our fiduciary commitment

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

Connecting your business and your broader financial objectives

A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals.

Ameriprise Financial wellness flyer

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

Annual fixed income outlook

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

All about you client preference questionnaire

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

Confident Retirement conversation guide for wealth builders

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

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.

Navigating your job transition

This brochure provides practical guidance for individuals navigation a job transition.

Annual equity market outlook

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

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Frank.DErasmo@ampf.com

Frank D'Erasmo Jr •