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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.
- Nov-07-2018
- Investment Idea
- advisor
- PUB ID: ETFF484445
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
Product Availability Guide-Edward Jones Availability
Legg Mason is pleased to be included as an investment option within the Edward Jones Advisory Solutions Fund Models, the Edward Jones Advisory Solutions UMA Research Models, and Edward Jones Guided Solutions.
- Sep-28-2018
- Investment Idea
- advisor
- PUB ID: LMFX324804
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
CUSIPs and Expenses - Legg Mason Total Advantage Funds
Relevant details for the different vintages of the Legg Mason Total Advantage Funds, including share class, expenses, and CUSIP information.
- Mar-07-2019
- Investment Idea
- advisor
- PUB ID: RETX482293
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).
- Nov-20-2018
- Investment Idea
- public
- PUB ID: ETFF473035
How to Pay for College Seminar Invitation
Seminar Invitation Template
- Apr-02-2019
- Investment Idea
- public
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.
- Dec-31-2018
- Investment Idea
- public
- PUB ID: QSIN226664
Client Seminar Invitation Flyer Template
A Generic Writeable Client Seminar Invitation Template
- Jun-11-2019
- Investment Idea
- advisor
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