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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 Primer for Investing in Bonds Trifold Brochure (PDF)
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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) adultspubsicon.jpg
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Elder Financial Abuse Prevention Toolkit (PDF) adultspubsicon.jpg
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Elder Investment Fraud Prevention (PDF) adultspubsicon.jpg
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Financial Field Manual for Military Families (PDF)
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Five Keys to Investing Success (PDF) adultspubsicon.jpg
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Getting Closer to Retirement (PDF)
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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)
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Mutual Funds and ETFs: Maybe All You'll Ever Need Trifold Brochure (PDF)
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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)
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​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 Basics for Investing in Stocks Trifold Brochure (PDF)
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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 Retirement 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) adultspubsicon.jpg

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If you have questions about these publications, contact informed@pa.gov.