Nuveen Investments
Home
|
Resource Library
|
Intro to CIMA
|
About Our Team
|
Contact Us

Resource Library

White papers, published articles and online presentations providing knowledge and perspective in the essential areas of a comprehensive wealth management practice.

Learn More

About Our Team

Read about the Wealth Management Services team, our capabilities and how to contact us.

Learn More

Intro to CIMA

A comprehensive training session designed to assist advisors in their preparation for the Certified Investment Management Analyst (CIMA) designation.

Learn More

New Frontiers

Read the current New Frontiers newsletter.

Asset Location Strategies in Retirement Accounts
John Nersesian, CIMA, CFP®, CIS, Managing Director, Nuveen Investments Wealth Management Services, shares a few thoughts on how you can make the most of your retirement investments.

Featured Resources

  •  Asset Allocation - Risk and Reward 1926-2011
    As advisors seek to allocate client assets according to risk and return objectives, a historical perspective on the value of diversification may be useful. This paper includes a chart with a wealth of annual return statistics and measures for a range of asset class mixes (stocks, bonds, cash) plus an illustration of the range of returns produced by those asset class mixes.
  •  Tax Facts Quick Reference 2012
    This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes.
  •  Briefing Paper: The Value of Professional Advice
    This paper discusses some of the benefits investors may experience by seeking professional financial advice, discusses important factors to consider when selecting a financial advisor, and provides a list of sample questions to ask when interviewing advisors.
  • The Nuveen Investments Wealth Management Services website contains informational and educational materials relating to financial matters. Such materials are not intended to constitute an offer, solicitation, recommendation or advice regarding any securities, funds or investment strategy. Materials are current as of the date indicated on each piece, and such materials may become outdated or otherwise superseded at any time without notice to you.
    Materials shown with a lock icon are for Financial Advisors Only and require login for access. Login or register as a financial advisor.

    The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer. See our privacy policy. The content of this site, including but not limited to the text and images herein and their arrangement are Copyright by Nuveen Investments. 333 W. Wacker Dr., Chicago, IL 60606.