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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

Tax Wise

Summary of benefits of tax deferred investing strategies for long-term portfolio growth.

  • Sep-13-2017
  • Brochure
  • public
  • PUB ID: LMFX015422


According to the recent Legg Mason Global Investment Survey, millennials around the world have high investment return expectations but are admittedly conservative in their approach, and considerably short-term minded.

  • May-10-2016
  • Market Perspective
  • public

Product Profile - Western Asset Long Duration Credit CIF

Key product details, including primary differentiators, investment philosophy and investment process.

  • Oct-12-2017
  • Product Profile
  • advisor

4 Whys - ClearBridge Variable Aggressive Growth Portfolio

Product strategy overview to instruct investors on why and how to use this fund.

  • Mar-17-2017
  • Investment Idea
  • public
  • PUB ID: VANN114352

Reclassification of Distributions - Western Asset Core Plus Bond Fund

Important tax information for investors. Notice of reclassification of distributions.

  • Feb-27-2017
  • Capital Gains Distribution
  • public

ESG - The Future of Investing

ClearBridge Investments' Mary Jane McQuillen on improving attitudes toward environmental, social and governance (ESG) investing.

  • Oct-12-2017
  • Whitepaper
  • public
  • PUB ID: MIPX113802

Multi-Fund Guide - QS Asset Allocation Funds

A guide to the QS Legg Mason Defensive Growth Fund, QS Legg Mason Conservative Growth Fund, QS Legg Mason Moderate Growth Fund, and QS Legg Mason Growth Fund, four professionally managed funds can provide a portfolio with the appropriate mix of risk and potential reward for specific investment profiles.

  • Oct-30-2017
  • Multi-Fund Guide
  • public
  • PUB ID: QSIN117252

Investor Guide - ClearBridge Variable Aggressive Growth Portfolio

A guide to the fund's focused approach on growth, portfolio manager background and investment strategy.

  • Jan-31-2017
  • Investor Guide
  • public
  • PUB ID: VANN228506

EZ-IRA Investment Profile Questionnaire

Questionnaire designed to help identify your approach to investing.

  • Apr-25-2017
  • Worksheet
  • public
  • PUB ID: RETX341481

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.

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