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How Client Accounts can help you manage your book of business

Learn how the Client Accounts section of our website can help you manage your book of business, including a list of transactions a... Details

Updated: Apr 2026

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: Jun 2026

Not available to order

How-to guide for ETF due diligence

A navigation guide to gain practical insights for aligning ETF selection with investors’ longterm goals. Traditional evaluations can overlook what else financial professionals should consider in a growing market. Details

Updated: Nov 2024

Max: 50

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for Traditional IRAs, Roth IRAs, 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: Jun 2025

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: Jun 2026

Max: 50

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

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: Oct 2025

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: Jul 2025

Not available to order

Is it time to consider high-yield bonds?

This brochure explores why high-yield spreads may not widen as much in the next recession as some previous ones. It also explores ... Details

Updated: Jul 2023

Max: 50

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

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

Life and career transitions – Guiding clients toward their best retirement (while building your business)

This advisor presentation outlines seven ways to guide high net worth clients toward a fulfilling re... Details

Updated: Oct 2022

Not available to order

The Long View - 4 megatrends to watch

In this report, members of our investment team explore the future of tech, health care, trade and food. Each of these four long-term trends has the potential to transform multiple industries and create new opportunities ... Details

Updated: Mar 2024

Making Portfolios Personal - Portfolio Consulting and Analytics - Brochure

An overview of our Portfolio Consulting and Analytics services, including personal consultations, portfolio analysis and ongoing e... Details

Updated: Jun 2026

Meeting more needs with muni SMAs — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings, including a range of national and state-focused strategies, and availabl... Details

Updated: Mar 2026

Max: 10

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: May 2026

Max: 25

Municipal bond SMAs - A discerning approach to managing risk — Separately Managed Account

Overview of Capital Group’s muni SMA offering, including state portfolios, customization options and... Details

Updated: Oct 2025

Max: 50

n/a - DO NOT DISPLAY

n/a - DO NOT DISPLAY Details

Updated: Jan 2024

Not available to order

Nationwide 5-pack single sheet (Dealer Vrs - Nationwide)

This is a quarterly overview of portfolios that can be constructed at Nationwide using American Funds Insurance Series funds. This... Details

Updated: Aug 2026

Max: 50

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