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Dividend Growth Investing Whitepaper -- A Research Report illustrating Why Dividends, Why Now (updated through 12/31/09).
Investor
The Case for Equity Investing -- A research report that provides a historical perspective on market performance from 1926 (the inception of the S&P 500 Index) through the end of 2009. It also examines the potential benefits of including equities within a diversified portfolio.
Investor
State of the States: California -- Explains the state of the CA state budget.
Investor
Briefing Paper: Gaining Perspective on Bear Markets -- This paper provides information on the eleven bear markets since World War II (including the current one); considering such factors as how long do they last, how severe can they be, how long does it take to recover and what can be learned from previous bear markets.
Advisor

† Includes prospectus. Annual and semi-annual reports must be preceeded or accompanied by a prospectus.
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