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Learning from the Lessons of Time Video

Uses headlines from the past five decades to illustrate that although today's economic worries may feel like something new, a look back at history shows that they are not unprecedented...and that bear markets don't last forever.

  • Jul-30-2020
  • Brochure
  • public

Understanding Collective Investment Trusts

A guide to collective investment trusts (CITs), tax-exempt, pooled investment vehicles - a popular investment choice of defined contribution (DC) plan sponsors.

  • Aug-11-2020
  • Brochure
  • public
  • PUB ID: RETX387210

Advantages of a SEP IRA

Explains the advantages of a Simplified Employee Pension (SEP) IRA Plan for small-business employees and self-employed individuals.

  • Aug-26-2020
  • Brochure
  • public
  • PUB ID: TAPX014296

Which Type of IRA is Right for You

Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.

  • Aug-26-2020
  • Brochure
  • public

The Municipal Advantage - The Benefits of Municipal Bonds

A brochure indicating the important advantages of municipal bonds to investors. Includes tax-exempt bond yields compared with taxable equivalent yields.

  • Aug-20-2020
  • Brochure
  • public
  • PUB ID: LMFX015384

Understanding Closed-End Funds

Explains the basics of closed-end funds and their potential benefits for investors.

  • Aug-25-2020
  • Brochure
  • public
  • PUB ID: LMFX014512

Understanding Bonds - Risk, Rates, Ratings

A brochure outlining rates (and how they affect duration), risk and ratings when it comes to understanding bonds. Includes information about the specific types of risk to consider when investing.

  • Aug-31-2020
  • Brochure
  • public
  • PUB ID: LMFX016826

Lessons in Retirement Investing - What Investors Need to Know about Mutual Funds

An overview of investing in mutual funds to save for retirement, what you should know before investing, and the investment options available to you.

  • Aug-31-2020
  • Brochure
  • public
  • PUB ID: PFSX108955

The Benefits of Dollar-Cost Averaging

Regular investing, with strategies such as dollar-cost-averaging, can support investor goals in varying market conditions.

  • Sep-11-2020
  • Brochure
  • public
  • PUB ID: LMFX549314

ACES - Financial Professional Change - Prospecting Letter

Prospecting letter illustrating that changing a financial advisor can be lead to better service and improved participant engagement.

  • Sep-22-2020
  • Brochure
  • advisor

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.