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Featured

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Apr 2026

Keys to prevailing through stock market decline

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Apr 2026
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Alphabetical

1Q 2022 - Fixed Income Perspectives

Fixed Income Perspectives offers quarterly macro and market insights for financial professionals, from Capital Group’s fixed income team. Details

Updated: Apr 2022

Not available to order

1Q26_Portfolio Construction Insights_MAIN_Takeaway

An abbreviated version of the portfolio construction insights (PC Insights) brochure on equity and fixed income, including industr... Details

Updated: May 2026

Max: 50

2026 Outlook - Long-term perspective on markets and economies

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

2026 Outlook - Long-term perspective on markets and economies (No Funds)

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

30-60-90 plan for new financial advisory clients

Template for a document that advisors give to new clients during onboarding. Depicts what to expect in the first 30, 60 and 90 day... Details

Updated: Oct 2024

Active fixed income ETFs - A primer on what you need to know

Financial professionals are accelerating knowledge as more active ETFs come to market. Capital Group shares insights on the benefi... Details

Updated: Oct 2025

Max: 50

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

Aging – Talking to clients about protecting their parents’ financial well-being

This advisor presentation illustrates ways to help HNW clients with aging parents when it’s time to transition care and control of... Details

Updated: Oct 2022

Not available to order

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Jun 2026

Max: 10

American Funds Model Portfolios at Merrill Brochure (Dealer Vrs - ML) — American Funds Model Portfolios

This brochure features all of the American Funds model portfolios available at Merrill. Details

Updated: Jun 2026

Max: 50

Updated: Jun 2026

Max: 25

American Funds solutions for Edward Jones - Large-cap funds (Dealer Vrs - EJ)

The equity-focused funds from American Funds, by Capital Group, within the large-cap sleeve of Edward Jones’ IPC guidelines vary w... Details

Updated: May 2026

April 2025 Allocation update – American Funds Moderate Growth Model Portfolio — American Funds Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation cha... Details

Updated: Apr 2025

Not available to order

Basic Plan Amendment to the Summary Plan Description

Basic Plan Amendment to the Summary Plan Description. Sent as part of the 2021 Amendment mailing to Plan Sponsors with a letter a... Details

Updated: Jun 2021

Not available to order

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

Capital Group Equity Perspectives (F-2 Share)

An overview of equity market insights and equity strategies at Capital Group (actionable ideas brochure). Details

Updated: Apr 2026

Max: 50

Capital Group ESG Global Study 2025

How are investors thinking about opportunities in energy transition, water and health, and the risks of AI? Find out in Capital Group’s 2025 ESG Global Study. Details

Updated: Nov 2025

Not available to order

Capital Group U.S. Income and Growth (USIG) SMA Brochure - Value may not mean what you think (SMA) — Capital Group U.S. Income and Growth

The Capital Group U.S. Income and Growth (USIG) SMA brochure details how the SMA focuses on growing ... Details

Updated: Feb 2026

Max: 50

CGSD - A short-term bond ETF that's long on income potential (ETF) — Capital Group Short Duration Income ETF

This single sheet provides a brief overview of Capital Group Short Duration Income ETF (ticker: CGSD... Details

Updated: Jun 2026

Max: 50

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