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The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Advisor Education

Why Social Security matters and how to get the most out of it

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Overview

Chances are that your clients and prospects don’t know enough about Social Security, including how much they can expect to receive in benefits. That knowledge gap represents a powerful opportunity for financial professionals.

Why we created this program:

The share of wallet for advisor firms that are the main source of retirement advice is 72%.*

*Source: NAPA, Oct. 13, 2021. https://www.napa-net.org/news-info/daily-news/providing-retirement-advice-critical-growing-share-wallet

In this program, we explore how financial professionals can

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You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors

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You are about to access our website for Nuveen Global Cities REIT

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You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)

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