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4 ways to stay calm when markets stumble

The coronavirus market correction might tempt nervous investors to abandon the stock market. This PDF for advisors and investors o... Details

Updated: Mar 2020

Not available to order

5 keys to investing in 2024

Markets overcame several obstacles to generate surprisingly solid returns in 2023. But what comes next? This four-page PDF offers five keys to help investors navigate the surprises of 2024. It features commentary from Ca... Details

Updated: Jan 2024

Not available to order

Advisory board starter kit

Advisory boards are among the best ways to transform clients into advocates for your business, generating loyalty as well as referrals. But those benefits don’t come without effort. Here are our easy steps to get started... Details

Updated: Oct 2024

Max: 50

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Jun 2024

As rate hikes near end, historic investor opportunity may begin - PDF

In the last four Federal Reserve cycles when rate hikes ended, stocks and bonds outpaced cash-like investments sharply in the firs... Details

Updated: Sep 2023

Not available to order

Capital Group ETF portfolio implementation ideas brochure — ETF Equities

This brochure features 10 portfolio ideas for implementing an allocation of Capital Group’s active ETFs. Details

Updated: Sep 2024

Max: 50

The case for redeploying cash into bonds

As the Federal reserve transitions from interest rate hikes, bond returns have been front loaded. This piece highlights the histor... Details

Updated: May 2023

Max: 50

Client acquisition workbook - 5 steps to help win clients and grow your business

Get a consistent, repeatable process for finding and attracting more ideal clients to your practice.... Details

Updated: Jul 2024

Fixed Income - Macro, markets, actionable ideas and portfolio construction (A Share)

A brochure that summarizes the actionable idea and portfolio construction portions of our Fixed Inco... Details

Updated: Aug 2024

How to consider investing in bonds whatever your outlook (F-2 Share)

Single sheet that notes the uncertain economic environment facing investors as the Fed begins to pivot away from rate hikes and ex... Details

Updated: Nov 2024

Max: 50

How to consider investing in bonds whatever your outlook (A Share)

Single sheet that notes the uncertain economic environment facing investors as the Fed begins to pivot away from rate hikes and ex... Details

Updated: Nov 2024

Max: 50

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Updated: Aug 2024

Investing against the tide

This single sheet is intended to help place the current market turmoil in historical context, it features text from a letter authored in 1974 by former Capital Group Chairman Jim Fullerton recalling another dark time in ... Details

Updated: Mar 2020

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Aug 2024

Max: 25

Unlock a world of possibilities - CollegeAmerica 529 savings plan

Shows how CollegeAmerica is a way to help families face one of the most expensive challenges they’ll ever have: putting a child th... Details

Updated: Jun 2024

When to invest? History suggests opportunity to redeploy cash

A single sheet explaining how cash-like investment returns historically lagged stocks and bonds when the Federal Reserve was on pa... Details

Updated: Nov 2024
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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.