Links

Taxes QuikGuide

Documents

Unit Investment Trust Brochure - Unit Investment Trusts (UITs) are an alternative to mutual funds. Find out more here.

Current UIT Offerings - UITs typically have 15 month to 4 year terms. Click for a list and brief description of current offerings.

Bond Ladder - Risk-averse investors seeking to preserve accumulated wealth and earn income might consider a bond laddered portfolio.

Market Linked CDs - For a brief description of market linked CDs, click on the link.

Structured Products Brochure - This brochure discusses the four main Structured Product types: principal protection, enhanced yield, access and leverage.

Videos

Structured Products Video - Structured Products have become an attractive alternative investment vehicle. This video discusses the history of Structured Products and what they are.

Principal Protected Structured Investments Video - Risk-averse investors used to have only one option for principal protection – bank CDs. Investors who desired a higher return had to put their principal at risk in the market. Now you can have market returns combined with principal protection in one investment. Today’s Principal Protected Structured Investments provide investment options in a whole range of markets – U.S., European, Asian and Latin American equities, commodities, currencies and more. All with market participation and principal protection in one investment!