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Publications and Reports


The department offers FREE brochures and hand-outs on various financial topics that are available to the public through request or by download as (PDF) below.  Helping to create "A Well-Informed Marketplace" (PDF), we encourage you to read these publications, print them, and share them with others. 

If you are interested in receiving these publications please contact us at informed@pa.gov.

 Audience Key  NOTE: Publications are listed alphabetically.
adultspubsicon.jpg Working Adults
militarypubsicon.jpg Military and Veterans
seniorspubsicon.jpg Seniors and Caregivers
studentspubsicon.jpg Students
womenspubsicon.jpgWomen

  Publications 

10 Tips To Keep Track Of Your Investments (PDF)adultspubsicon.jpg
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10 Tips To Protect Your Nest Egg (PDF) seniorspubsicon.jpg
12 Investing Principles That Every Young Person Should Know (PDF) studentspubsicon.jpg
20 Questions To Ask Someone Selling Investments (PDF) adultspubsicon.jpg
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40 Money Management Tips Every College Student Should Know (PDF) studentspubsicon.jpg
ABCs for APS Professionals (PDF) seniorspubsicon.jpg
A Primer for Investing in Bonds (PDF) adultspubsicon.jpg
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A Well-Informed Marketplace (PDF) adultspubsicon.jpg
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Banking Basics (PDF) adultspubsicon.jpg
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Brokerage Fees (PDF) adultspubsicon.jpg
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Business Email Scams (PDF) adultspubsicon.jpg
Buying a Home (PDF) adultspubsicon.jpg
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Check-cashing (PDF) adultspubsicon.jpg
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​ChexSystems (PDF) adultspubsicon.jpg
Clinicians’ Pocket Guide (PDF) seniorspubsicon.jpg
Confessions of a Scam Artist (PDF) adultspubsicon.jpg
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​Consumer Presentations Information (PDF) adultspubsicon.jpg
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Credit or Debit (PDF) adultspubsicon.jpg
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Credit Reports and Scores (PDF) adultspubsicon.jpg
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Crowdfunding for Investors (PDF) adultspubsicon.jpg
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Cutting through the Confusion (PDF) adultspubsicon.jpg
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Cybersecurity: Information Consumers Need to Know (PDF) adultspubsicon.jpg
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Do's and Don'ts of Annuities (PDF) adultspubsicon.jpg
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​​Elder Financial Abuse Prevention Guide (PDF) seniorspubsicon.jpg
Elder Financial Abuse Prevention Toolkit (PDF) seniorspubsicon.jpg
Elder Investment Fraud Prevention (PDF) seniorspubsicon.jpg
Financial Field Manual for Military Families (PDF) militarypubsicon.jpg
Five Keys to Investing Success (PDF) adultspubsicon.jpg
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Getting Help with Your Investments (PDF) adultspubsicon.jpg
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Home Ownership in Tough Times (PDF) adultspubsicon.jpg
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How Fees and Expenses Affect Your Investment Portfolio (PDF) adultspubsicon.jpg
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How to Open a Brokerage Account (HTML) adultspubsicon.jpg
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Investigate Before You Invest (PDF) adultspubsicon.jpg
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Investor Bill of Rights (PDF) adultspubsicon.jpg
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Maximize Your Retirement Investments (PDF) adultspubsicon.jpg
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Making Sense of Financial Professional Titles (PDF) adultspubsicon.jpg
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Money: Save It, Invest It, Do It As A Career (PDF) studentspubsicon.jpg
Mutual Fund Fees and Expenses (PDF) adultspubsicon.jpg
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Mutual Funds: Maybe All You’ll Ever Need (PDF) adultspubsicon.jpg
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Opioid Epidemic: Impact on Investor Advisers, Clients, and Firms (PDF) adultspubsicon.jpg
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Protecting Yourself from Identity Theft (PDF) adultspubsicon.jpg
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​Raise Capital by Issuing Securities (PDF) adultspubsicon.jpg
SCAMS - Protect Yourself, Protect Your Money (PDF) adultspubsicon.jpg
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Securities Fraud Protection (PDF) adultspubsicon.jpg
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Senior $afe (PDF) seniorspubsicon.jpg
​Skimming Scam Alert (PDF) adultspubsicon.jpg
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Shopping for a Mortgage (PDF) adultspubsicon.jpg
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Take the Mystery Out of Retirement Planning (PDF) adultspubsicon.jpg
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The Basics for Investing in Stocks (PDF) adultspubsicon.jpg
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The Risks of Easy Money Loans (PDF) adultspubsicon.jpg
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Time is On Your Side (PDF) adultspubsicon.jpg
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Understanding Reverse Mortgages (PDF) adultspubsicon.jpg
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What to Expect When You Open a Brokerage Account (HTML) adultspubsicon.jpg
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What You Should Know About Your Retirment Plan (PDF) adultspubsicon.jpg
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When Your Broker Calls, Take Notes (PDF) adultspubsicon.jpg
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Where to Invest Your College Money (PDF) adultspubsicon.jpg
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Women and Retirement Savings (PDF) womenspubsicon.jpg
Zika-Related Scams (PDF) adultspubsicon.jpg
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If you have questions about these publications, contact informed@pa.gov.