Literature Results Page
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Scholars Choice 529 Corporate Employer Sponsored Letter
A Legg Mason 529 Corporate Employer Letter, to help financial advisors prospect with firms on setting Legg Mason's 529, Scholars Choice as a Employer Sponsored 529 plan.
- Dec-28-2018
- Investment Idea
- public
Alignment Guide - Ameriprise with Legg Mason Strategies
A look at the Legg Mason Strategies that align with the themes of Ameriprise's Financial Outlook.
- Jul-23-2018
- Investment Idea
- advisor
Scholars Choice Best Wishes Gift Certificate
Present this "Best Wishes" gift certificate reflecting a contribution made on the recipient's behalf to a Scholars Choice Account.
- Dec-07-2018
- Investment Idea
- public
How to Pay for College Seminar Invitation
Seminar Invitation Template
- Apr-02-2019
- Investment Idea
- public
Client Seminar Invitation Flyer Template
A Generic Writeable Client Seminar Invitation Template
- Jun-11-2019
- Investment Idea
- advisor
Investment Idea - Western Asset Total Return ETF - Harvest Season - An Opportunity in Fixed Income - WBND
A short piece describing the potential tax-loss harvesting opportunity in fixed income and potential benefits of a tax-swap to WBND.
- Aug-23-2019
- Investment Idea
- advisor
- PUB ID: ETFF484445
Investment Idea - ClearBridge Multi Cap Growth Portfolios
Investment Idea showing 20 years of rolling returns for CBI Multi Cap Growth Portfolios
- Aug-23-2019
- Investment Idea
- public
- PUB ID: AMXX281963
Investment Idea - Scholars Choice Estate Planning
Give the gift of education while reducing the value of a taxable estate.
- Aug-23-2019
- Investment Idea
- public
- PUB ID: SCHX268178
Dynamic Risk Management - Volatility Managed Systematically
Dynamic Risk Management (aka Dynamic Rebalancing) is disciplined technique to help manage through downside market volatility, as well as capture market opportunity.
- Aug-23-2019
- Investment Idea
- public
- PUB ID: QSIN226664
Product Brochure - Western Asset Total Return ETF - Seek More From Your Core
Brochure that includes benefits of active management in fixed income and benefits of the Western Asset Total Return ETF (WBND).
- Aug-23-2019
- Investment Idea
- public
- PUB ID: ETFF473035
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