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Client Education


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Client conversation framework - Why you should consider moving cash off the sidelines

Client conversations guide about the potential benefits of moving out of cash. The four-box framewor... Details

Updated: Sep 2023

Not available to order

Elections come and go. Results last a lifetime. (A Share)

The Presidential Elections brochure uses ICA's 89-year history to demonstrate that despite the uncertainty and negative rhetoric t... Details

Updated: Sep 2024

How to handle market declines (Shareholder)

Investors often flee the market during a decline and buy when stocks are skyrocketing. Both can have negative impacts. Details

Updated: Mar 2026

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

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 2026

Not available to order

Reasons to diversify

Reinforces the importance of having a diversified portfolio. Shows the best performing asset class for each of the last 10 years. Details

Updated: Jul 2025

Understand market volatility (Trifold brochure - Spanish)

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

Updated: Jul 2025
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