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What is an ETF?

Details how exchange-traded funds can help investors achieve diversification, as they combine characteristics of both mutual funds and stocks.

  • Apr-25-2017
  • Brochure
  • public

Long-Term Investing Has Had Rewards

A guide to long-term investing and the positive vs. negative annual returns.

  • Feb-07-2017
  • Brochure
  • public
  • PUB ID: LMFX015311

Aging and Its Financial Implications - Planning for Housing Workbook

Comprehensive tools designed to help you thoroughly evaluate your housing options in retirement.

  • Oct-04-2016
  • Brochure
  • public
  • PUB ID: TAPX305022

Your Retirement: Discover Tomorrow's Needs Today

A projection of everyday costs and life events that one must consider when saving for retirement. Includes the future of health care costs, life expectancy and tips on creating an investment strategy.

  • Mar-17-2017
  • Brochure
  • public
  • PUB ID: TAPX014185

Understanding Closed-End Funds

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

  • Feb-15-2017
  • Brochure
  • public
  • PUB ID: LMFX014512

Year End Gifting - 529

A brochure describing how to contribute to a 529 College Savings Plan by taking advantage of Gift Tax Exclusions.

  • Nov-08-2016
  • Brochure
  • public

Lessons in Growth Investing: The Folly of Market Timing

A look at what happens when you pull money out of the market in down periods, and the history of how this has minimized return.

  • Jan-27-2017
  • Brochure
  • public
  • PUB ID: LMFX016332

Learning from the Lessons of TIME Poster

Uses covers from TIME Magazine from the past four 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.

  • Mar-09-2017
  • Brochure
  • public
  • PUB ID: TAPX011939

Your Options for Lump Sum Distributions

A brochure explaining the options available with a lump sum distribution. Compares cash distributions, leaving your money with your current employer's retirement plan, moving assets to your new employer's retirement plan, and moving assets from your current employer's plan to a Rollover IRA.

  • Mar-03-2017
  • Brochure
  • public
  • PUB ID: TAPX014898

Advantages of a SEP IRA

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

  • Mar-03-2017
  • Brochure
  • public
  • PUB ID: TAPX014296

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