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General Sales Materials

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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

How-to guide for ETF due diligence — ETF Equities

A navigation guide to gain practical insights for aligning ETF selection with investors’ longterm goals. Traditional evaluations c... Details

Updated: Nov 2024

Max: 50

How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Jul 2024

Max: 25

How to talk to clients about Bitcoin

This PDF of the Capital Ideas article of the same name helps prepare financial professionals to educate clients about the potential risks associated with cryptocurrencies such as Bitcoin. Details

Updated: Sep 2021

Not available to order

The ICA Guide (F-2 Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Mar 2024

The ICA Guide (A Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Mar 2024

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for a Traditional IRA, Roth IRA, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

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

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Invest for long-term success (A Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American Funds different. Details

Updated: May 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

Investing in an uncertain market

This presentation dives into how market volatility can affect investor portfolios. By looking at instances of volatility over the last few decades, we examine the potential benefits of staying invested for the long-term ... Details

Updated: Jun 2024

Not available to order

Investor Reference Guide

Introduces new investors to American Funds services and serves as a reference guide for advisors and current investors. Note: Automatically included with confirmation statements for newly-established accounts. Details

Updated: Jan 2022

Max: 10

Invest with a long-term focus

This PDF explains how investing with a long-term focus can help retirement plan participants reach their retirement goals. Details

Updated: Jun 2024

Not available to order

IPC Balanced brochure for Edward Jones advisors (Dealer Vrs - EJ)

This IPC Foundations brochure for Edward Jones advisors focuses on how to use funds in the Edward Jones balanced fund category wit... Details

Updated: Aug 2023

IPC Foundations - Income - Edward Jones (Dealer Vrs - EJ)

This Foundations piece is the second in a series. It explores the American Funds fixed income funds within Edward Jones’ Income ca... Details

Updated: Jun 2024
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