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General Sales Materials

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Hidden asset no more? Why evaluating human capital matters

Learn more about how labor relations and other aspects of human capital can drive value creation and destruction in companies. Details

Updated: Sep 2024

Not available to order

How Client Accounts can help you manage your book of business

Learn more about how Client Accounts can help you serve your clients and manage your book of business, including a list of transac... Details

Updated: Sep 2024

Not available to order

How elections move markets in 5 charts

How important is the 2024 U.S. presidential election to portfolios? We dug through more than 90 years of data to identify five ways elections have moved markets. Details

Updated: Aug 2024

Not available to order

How long do recessions and bear markets last?

Bear markets and recessions may feel long when we're in them, but throughout history they have been relatively short compared to b... Details

Updated: May 2024

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: Apr 2025

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

How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Nov 2024

Max: 25

The ICA Guide (F-2 Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Apr 2025

The ICA Guide (A Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Apr 2025

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for a Traditional IRA, Roth IRA, 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: Aug 2024

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Feb 2025

Max: 50

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: Feb 2025

Max: 50

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Invest for long-term success (A Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American Funds different. Details

Updated: May 2024

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

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 2024

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: Feb 2025

Not available to order

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: Jun 2024

Not available to order

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