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Learning from history: Bulls, bears and boomers 

IIC-BBB-FLY-1
Updated on: 09/16

Illustrates the cyclicality of the equity market over the past century and discusses the importance of diversification.
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Form 1040 overlay 

1040-FLY-1
Updated on: 01/18

Helps identify potential ways to reduce tax bills
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What’s so smart about smart beta? 

IIC-APSB-BRO-1
Updated on: 10/16

An in-depth explanation of smart beta
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Should you pay taxes now or later? (Tax deferral flyer) 

IIC-TDF-FLY-1
Updated on: 10/17

Learn about the benefits of deferring taxes for taxes.
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Diversifying your portfolio: Find an asset allocation that’s right for you 

IIC-AA-FLY-1
Updated on: 10/17

Defines "asset allocation" and describes how investors can determine an appropriate asset allocation for their circumstances
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Test your knowledge: The importance of naming beneficiaries 

IIC-BEN-FLY-1
Updated on: 10/17

Highlights the importance of designating and updating your beneficiaries.
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Understanding the role of cash in your portfolio 

IIC-CASH-BRO-1
Updated on: 09/17

Examines the risks of having excessive exposure to cash and discusses other asset classes to consider
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Today's choices, tomorrow's income 

IIC-INCOME-BRO-1
Updated on: 08/17

Discusses the three things investors need to know about building retirement income
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The importance of dividends for stock investors 

IIC-DIVND-FLY-1
Updated on: 08/17

Discusses the role of dividends in investing
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A planning checklist: Your total financial picture 

IIC-TFP-FLY-1
Updated on: 08/17

Divides comprehensive financial planning into six parts and includes a checklist of financial issues for considerations.
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