Financial Education Videos & Downloads | Scott Davis

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Scott Davis

Financial Advisor

Sage Advisor Group

A financial advisory practice of Ameriprise Financial Services, LLC

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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)

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)

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)

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)

Data summary sheet – interactive version

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

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.

Navigating your job transition

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

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.

SSAnalyzer information form

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