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Why it’s important to start playing defense early in retirement 

RRSEQ-FLY-1
Updated on: 08/18

Sequence of returns flyer
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Generic relationship guide (all retail products) 

ADVREL-BRO-1
Updated on: 08/18

A guide to our wide range investment capabilities, vehicles and tools for advisors.
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Intentional investing: Diversification of assets 

BDHAR-FLY-1

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What's the real return on CDs? 

IIC-CDS-FLY-1
Updated on: 06/18

This flyer looks at returns on CDs after inflation and taxes are taken into account.
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What’s so smart about smart beta? 

IIC-APSB-BRO-1
Updated on: 06/18

An in-depth explanation of smart beta
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Understanding the differences between long and short investing 

IIC-ALTSLS-FLY-1
Updated on: 06/18

Explains long and short investing and how long/short strategies work in a portfolio
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Risk tolerance: Facts should trump emotions 

IIC-TRUMP-FLY-1
Updated on: 06/18

Emphasizes the importance of differentiating between investors' financial ability to take risk in investing and their emotions about risk
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Managing your risks through diversification 

IIC-MRTD-FLY-1
Updated on: 06/18

This flyer looks at where different income-producing asset classes fall on the risk spectrum.
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Learning from history: Bulls, bears and boomers 

IIC-BBB-FLY-1
Updated on: 06/18

Illustrates the cyclicality of the equity market over the past century and discusses the importance of diversification.
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Traditional or Roth: Which IRA is right for you? 

IIC-TRA-FLY-1
Updated on: 06/18

Helps investors understand the tax-deductible benefit of traditional IRAs and the tax-free earnings growth of Roth IRAs
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