Market Education

Assistance in educating your clients.

In this section, you will find educational brochures and sales presentations to assist you in educating your clients on issues ranging from understanding investment basics to retirement planning. Provide your clients insight and guidance about a host of investing topics.  

family sitting outside having a picnic

The Family Money Talk

A family money talk is a gift your clients will give their families to help minimize surprises, lessen confusion and decrease the likelihood that members will come to odds during a time of grief.


parent cupping a child's hands around a piggy bank

Raising Financially Aware Kids

Raising Financially Aware Kids covers basic principles to help kids make good money decisions. Use the program to help clients and prospective clients start their children’s financial education.


Additional Resources

  • Managing Personal Accounts
  • Investing Strategies

Identity Theft Checklist

Don't become an identity theft victim. Several steps to help you and your clients avoid this fast-growing crime.

Account Reference Sheet

Summarized information makes managing multiple accounts easier.  Complete this worksheet and store it in a safe place.

Periodic Table

This dual-sided retail-approved flyer illustrates the style rotation for stocks and the sector rotation for bonds over the last decade.

Tax-Managed Solutions

Learn more about how our municipal bond funds can be part of a four-step plan to developing a smart tax solution for your portfolio.

Time-Tested Investment Strategies Brochure

Educate your clients and prospects on time-tested investment strategies through the use of charts, graphs, and tables.

See how you can put this program to work for your practice.


Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.