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General Sales Materials

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A guide to American Funds on the Wealth Management Platform at Osaic

The guide provides an overview of the investment vehicles available at Osaic. Details

Updated: Apr 2024

Max: 50

Guide to international investing - How to go global in an uncertain world

This report addresses the lagging returns in non-US markets and why international investments still belong in a well diversified p... Details

Updated: Oct 2019

Guide to investing in an election year

When it comes to investing, how much do presidential elections matter? This eight-page PDF report analyzes 90 years of data across 23 election cycles to address top advisor questions about investing in an election year. Details

Updated: Jan 2024

Guide to market recoveries

This guide is intended to help investors navigate bear markets and early market recoveries by providing 3 facts about recoveries, 3 mistakes investors make and 3 ideas to implement in portfolios. Details

Updated: Jul 2023

Helping clients optimize their charitable giving strategy

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients to help them understand differ... Details

Updated: Jan 2020

Max: 50

Helping your clients navigate the financial complexities of receiving an inheritance

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients ... Details

Updated: Jan 2020

Max: 50

Hidden asset no more? Why evaluating human capital matters

Learn more about how labor relations and other aspects of human capital can drive value creation and destruction in companies. Details

Updated: Dec 2023

Not available to order

Highlighting 2023’s key investment themes in Capital Group ETFs — ETF Equities

Where are some of the Capital Group’s investment team key themes for 2023 in Capital Group ETFs? Thi... Details

Updated: Apr 2023

Historical fund allocations for American Funds Model Portfolios

This brochure details the initial allocations and all subsequent reallocations for the American Funds Model Portfolios. Details

Updated: Jun 2024

Not available to order

How Advisors and Investors Can Achieve Greater Tax Efficiency

Financial advisors have little control over the returns of the investments they select, but they can pursue greater control over t... Details

Updated: Oct 2023

How Client Accounts can help you manage your book of business

Learn more about how Client Accounts can help you serve your clients and manage your book of business, including a list of transac... Details

Updated: Mar 2023

Not available to order

How elections move markets in 5 charts

How important is the 2024 U.S. presidential election to portfolios? We dug through more than 90 years of data to identify five ways elections have moved markets. Details

Updated: Jul 2024

Not available to order

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: May 2024

Not available to order

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

Implementation guide: Global investing in an uncertain world - HNW version

This HNW branded landscape style brochure highlights what we believe are some major themes in global and international investing i... Details

Updated: Jul 2020

Not available to order

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

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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.