Apex Securities & Asset Management, LLC

CONNECT

Address:

8660 Brentwood Boulevard, Suite G
Brentwood, CA 94513

Phone:

(925) 516-APEX

Fax/Other:

(925) 516-2775

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

Behavioral Finance

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

  • The Value of a Bond

    The Value of a Bond

    How interest rate changes influence bond prices.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.

  • What Is An Annuity?

    What Is An Annuity?

    Immediate or deferred annuity: there's no right answer.

  • Bringing Up Baby

    Bringing Up Baby

    The cost to raise a child from cradle to college.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals