Financial Education Videos & Downloads | Preferred Capital Management

Preferred Capital Management

A financial advisory practice of Ameriprise Financial Services, LLC

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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)

A Relationship That Works Both Ways

How we think about the advisor-client relationship and why structure and consistency lead to better long-term outcomes.

Smart Advice Made Simple

A clear, connected approach to your financial life—distilling complexity into a structured framework that makes decisions easier and more consistent.

PCM Investment Philosophy

A disciplined approach to investing where financial planning and portfolio management work together as one integrated system