Financial Education Videos & Downloads | Robyn Morton

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Robyn Morton

Private Wealth Advisor

Embark Financial Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

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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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

Our Purpose

Our Purpose

Since 1894, Ameriprise Financial has been providing personal financial advice to help people reach their goals with confidence. Six generations of clients have counted on us through changing times. Our personal financial advisors take the time to know what matters most to you so we can help you reach your financial goals today and still be prepared for tomorrow. (0:30)

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)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:05)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

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)

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)

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)

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)

Ameriprise Financial wellness flyer

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

Navigating your job transition

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

Confident Retirement conversation guide for wealth builders

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

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.

Putting clients first: Our fiduciary commitment

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

Data summary sheet – interactive version

This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.

Ameriprise Financial client relationship summary

Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.

Investment outlook and themes report

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

Elements of an effective estate strategy

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

All about you client preference questionnaire

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