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What to expect when expecting a new grandchild

This brochure provides new grandparents with ideas for supporting new grandchildren and their parents – from providing financial s... Details

Updated: Jul 2026

Your guide to talking to clients about SMAs (Edward Jones version) (Dealer Vrs - EJ) — Separately Managed Account

Designed to help Edward Jones financial advisors better understand what a separately managed account... Details

Updated: Jul 2026

Max: 10

1Q-2026 Quarterly Fund Commentary (Dealer Vrs - ML) — American Funds Model Portfolios

FOR MERRILL USE ONLY - The quarterly commentary letter for the American Funds model portfolios offer... Details

Updated: Jun 2026

Max: 10

2026 Midyear Outlook in 5 Charts

This e-book is designed to help clients focus on five key investment themes driving markets in the second half of 2026 and beyond. Details

Updated: Jun 2026

Max: 50

2026 Midyear Outlook - Long-term perspective on markets and economies

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

Updated: Jun 2026

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

The 2026 Midyear Outlook report features macro, equity, and fixed income themes from the perspective... Details

Updated: Jun 2026

402(f) Notice of Special Tax Rules On Distributions

IRS notice that must be provided to employer-sponsored retirement plan participants requesting distributions. For payments not fro... Details

Updated: Jun 2026

Not available to order

529 employer-sponsored handbill

This "leave behind" handbill is intended for employers to share with their employees as a payroll stuffer, mailer, or other use. It highlights the benefits of investing in an employer-sponsored 529 plan. Details

Updated: Jun 2026

5 things to know about CGIE (ETF) — Capital Group International Equity

5 things to know about CGIE – Capital Group International Equity ETF, including its conservative, differentiated approach, access ... Details

Updated: Jun 2026

Max: 50

5 things to know about CGNG (ETF)

5 things to know about CGNG – Capital Group New Geography Equity ETF, including its global approach, thoughtful emerging markets exposure with lower volatility, dynamic positioning and differentiated approach. Details

Updated: Jun 2026

Max: 50

5 things to know about International Growth and Income Fund (R-6) — International Growth and Income Fund

5 things to know about International Growth and Income Fund, including how it has delivered both gro... Details

Updated: Jun 2026

Max: 50

The age of dispersion - AI-driven shifts in U.S. equities and their portfolio implications

AI capex has created wide dispersion in the U.S. equity market. As concentration risk remains elevat... Details

Updated: Jun 2026

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 Models Available Through Morgan Stanley – Historical Allocations Report (Dealer Vrs - MS) — American Funds Model Portfolios

This report details the initial allocations and all subsequent reallocations for the American Funds ... Details

Updated: Jun 2026

Not available to order

Annual N-CSR for the year ended April 30, 2026 — Washington Mutual Investors Fund

The annual N-CSR contains the financial statements and financial highlights, including the schedule ... Details

Updated: Jun 2026

Max: 500

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