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What sales and planning methods are other investment professionals using with success? Stop here to explore industry insider tips and techniques.

KEY
Microsoft Word
Microsoft PowerPoint
Microsoft Excel Adobe Acrobat
 
September 11, 2001
   

 

How Resilient is the Stock Market
The Strength of the Stock Market
Important Points to Keep In Mind Regarding Your Investments
In Times of Crisis, How Has The Market Fared?
   
Economic Growth & Tax Relief Reconciliation Act of 2001
(for client use)
   

 

Employer-Sponsored Plan Enhancements
Education Savings Plan Enhancements
Estate Planning Enhancements
IRA Enhancements
   
Economic Growth & Tax Relief Reconciliation Act of 2001
(for broker use only)
   

 

IRA Enhancements
Education Savings Plan Enhancements
Employer-Sponsored Plan Enhancements
Client Prospecting Letter
College Tuition Swells
The Check Is In the Mail
   

 

Investing In Bond Funds
   

 

Which Side of the Check Will Your Client Be Signing?
Choose Your Bond Funds Wisely
Bond Funds vs. Individual Bonds
   
Equity Investing
   

 

The Strength of the Stock Market
The Force of Long-Term Equity Investing
  Time and Its Effect on the Stock Market
Reduction of Risk Over Time
Wealth Indices of Investments
   
 Market Timing/Bull & Bear Markets
 
Market Timing
Bear Necessities for Investors*
Diversified Portfolios and Bear Markets
Diversify to Reduce Risk or Increase Return
Tips to Help Clients Ride Out Market's Waves
The Power of Systematic Investing
Turn Market Volatility Into an Advantage
It's Not About Timing the Market
Invest For the Long Term
Calming Clients' Fears About A Falling Market
  The Risk of Timing the Market
  Bull and Bear Markets
     
Specific Target Markets
 
Helping Women Plan for Tomorrow Quiz
Defining High Net Worth Investors
Web Resources for Contacting High Net Worth Investors
     
Businesses
 
The Internet vs. Financial Advisors
Why Should You Use a Financial Advisor*
Building Your Business by Design*
Building Your Business by Design (B & W)*
Building Your Business by Design (Speaker Notes)
     
Inflation
 
Question: Inflation
The Impact of Inflation (Growth of $1)
Do you know the "Real Return" of your investments?
Understanding the Risk of Inflation
 
Taxes/IRAs
 
IRA Opportunties
IRA Distribution Planning*
IRA Education Seminar
IRA Education Seminar 2
The Power of IRAs
How Much Could One Year Cost You?
IRA Mistakes to Avoid
IRA Rollover Opportunties
  Another Benefit of Armada Funds IRAs
  How to Invest in IRAs
  How Much Could 1 Year Cost You?
  Planning for Retirement - the Power of IRAs
  The Risk of Being Too Safe
  Look for Tax-Efficient Management
  Traditional IRA vs. Roth IRA
  Become Wise Before You Get Old
  The FAQs of IRAs
  IRAs: Understanding the Opportunities
 
College Planning
 
College Tuition — Regional Tuition & Fee Changes*
College Tuition — Funding Your Child's Education
 
Retirement
 
Are You The Right Age to Start Saving?
Will You Have Enough Money To Retire?
5 Questions For Effective Retirement Planning
New Ways to Boost Your Retirement Savings
Why Sell Armada Plus Small Business 401(k) Plans?
How will you spend your retirement?
When should retirement savings begin? I
When should retirement savings begin? II
 
Taxes
 

1040 Piece

A History of Income Tax Rates
 
Fixed Rate Comparisons
   
Does CD stand of Constantly Depreciating?
A History of Long Term Interest Rates
   
Asset Allocation
   

Asset Allocation - Risk vs. Reward

 

The Changing Lifecycle of an Investment Allocation

  Asset Allocation
  Asset Allocation (Graph)
   
 Systematic Investing
   

 

  Commitment :Investing
Systematic Investing: Turn Market Volatility Into an Advantage
     
Diversification
   

 

Why Diversify? Strengthen Your Portfolio
  A Case for Diversification
  The Benefits of Diversification
  The Importance of Diversification
  Diversify to Reduce Risk
     
Generic Investing
   
Basics of Mutual Fund Investing
Basics of Mutual Fund Investing (B & W)
Getting Your Financial House in Order
 

Risk/Reward Profile of Typical Mutual Funds

   
Broker Assistance/Training
   
Referrals Down? Need More Customers?
 
Global International Investing
 

World Markets - 1999 Performance by Country

1999 Performance of Dow Jones World Stock Market Indices

Global Investing - Tap Into a World of Opportunity

 
Specific Investment Objectives
 
  Growth & Income Funds

Seeking More Consistent Long Term Returns

Attractive Long Term Growth and Return Possibilities

 
Armada Specific
Tax Managed Equity Fund
GNMA - Institutional
GNMA - Retail
Bonds Away!
Small Cap Value Funds - The True Performers Over Time
Armada Core Equity Fund*
Armada Small Cap Value Fund
Armada Large Cap Ultra Fund*
Bonds and Market Fluctuations
How to Spot a Retirement Plan Opportunity
Can you guess the best and worst performers?
Downturns over the Decades
Volatility in the Marketplace
 


* Due to the large size of this document, download time may take longer using a 28.8 or 56K modem connection.

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