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General Sales Materials

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Wells Fargo - Core American Model Portfolios - Your portfolio should be constructed with you in mind (Dealer Vrs - WF)

A co-branded collateral brochure for Wells Fargo clients (an adaptation of the advisor-only version)... Details

Updated: Apr 2023

What a ride! A market cycle condensed into just 2 years (F-2 Share)

In this equity piece, we analyze Capital Group's equity-focused mutual funds through the past two years. We refer to this two-year... Details

Updated: Mar 2024

"What Now" Presentation

“What Now” is a virtual presentation that will be delivered by our sales force to financial advisors. Details

Updated: Jul 2020

Not available to order

What now? Prioritize client goals

Capital’s latest portfolio construction insights on growth and value allocations and how you can focus on client goals through market uncertainty. Details

Updated: Oct 2022

Not available to order

What to think about before leaping into a pooled employer plan

This brochure offers financial professionals an introduction to pooled employer plans and can help them choose the best solution f... Details

Updated: Jul 2024

Not available to order

What We Know for Sure - Presentation

Uses stories from The ICA Guide to illustrate concepts and strategies that address many of the concerns today's investors may have. Details

Updated: May 2024

Not available to order

Where can you find value in bonds now? (F-2 Share)

Single sheet exploring the questions of: As the Federal Reserve edges towards the end of interest rate hikes, which areas of fixed... Details

Updated: Oct 2023

Max: 50

Where do multi-asset portfolios stand?

Capital Group’s latest portfolio construction insight on multi-asset trends in professionally managed portfolios and allocations considerations through market and sector rotations. Details

Updated: Jun 2022

Not available to order

Why Active ETFs May Help Create Greater Tax Efficiency reprint — ETF Equities

Active ETFs are growing in popularity. Why? This brochure goes into detail. Details

Updated: Dec 2023

Why Dividends Matter More Than You Think

Capital Group’s latest portfolio construction insight on why financial professionals should consider dividend payers for different... Details

Updated: Apr 2022

Why retirement expectations may miss the mark

Capital Group summarizes some of the findings and insights into its ongoing program of research into retirement income trends and ... Details

Updated: Jul 2023

Not available to order

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce fiduciary liability, while participa... Details

Updated: Jan 2024

Wisdom of Experience - Retire That Thinking - Uncovering Better Strategies for Retirement Readiness

Wisdom of Experience - Retire That Thinking: Uncovering Better Strategies for Retirement Readiness Details

Updated: Mar 2021

Not available to order

With a TPA, you can focus on what you do best (PPTPA RKD)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Updated: May 2024

Max: 25

Women's financial futures - New financial philosophies taking shape post COVID-19

Wisdom of Experience - Women's financial futures: New financial philosophies taking shape post COVID... Details

Updated: Apr 2021

Not available to order

World Markets Review May 2024

Monthly World Markets Review Details

Updated: Jun 2024

Not available to order

Your guide to municipal bond investing

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds flagship muni bond fund’s detailed results over time, and other items of interest to invest... Details

Updated: Apr 2024

Your guide to talking to clients about SMAs (Dealer Vrs - EJ) — Separately Managed Account

For Edward Jones Advisors to better understand what an SMA is and how to use it, this brochure cover... Details

Updated: Jan 2022

Max: 10

Your guide to talking to clients about SMAs (generic version) — Separately Managed Account

For financial professionals to better understand what an SMA is and how to use it, this brochure cov... Details

Updated: May 2022

Not available to order

Your roadmap to moving your SIMPLE IRA

This brochure is designed to help financial professionals and retirement plan sponsors understand the requirements and timing of moving SIMPLE IRA plans. Details

Updated: Apr 2023

Not available to order

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