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.  


Rising Interest Rates - The Reality and What to Do

Rumblings about rising rates can trigger questions for bond investors. Share this video with your clients to help them understand what it may mean to them and potential solutions if they are concerned.

  • Managing Personal Accounts
  • Resources for Kids
  • Other Resources

Identity Theft - How to Help Deter, Detect and Defend Against the Dominant Type of Fraud in America

Presentation for clients, prospects and financial professionals that explains how identity theft is committed, the best ways to avoid becoming a victim, and what to do if your identity is stolen.

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.  

Yes, You Can - Understanding Money Kids Activity Book

Help your clients reinforce the concepts of earning, saving, investing and spending money to children.

Yes, You Can - Raise Financially Aware Kids Presentation

Teach your clients and prospects how to educate their children and grandchildren on financial literacy.

Periodic Table

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

Smart Tax Solutions: Designed to Preserve Capital, Fight Taxes

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.

Financial FYI: Income Investors at a Crossroads

When you think about investment income, it's often related to having enough to live on in retirement. But it can also help you reach other goals too, such as paying for a student's education or a down payment on a new house.

Time-Tested Investment Strategies Brochure

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

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.