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An Official Pennsylvania Government Website

Department of Banking and Securities

Department of Banking and Securities

Businesses

Consumers

About Us

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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.

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

Publications

10 Tips To Keep Track Of Your Investments (PDF)
10 Tips To Protect Your Nest Egg (PDF)
12 Investing Principles That Every Young Person Should Know (PDF)
20 Questions To Ask Someone Selling Investments (PDF)
A Primer for Investing in Bonds (PDF)
A Primer for Investing in Bonds Trifold Brochure (PDF)
ABCs for APS Professionals (PDF)
Banking Basics (PDF)
Brokerage Fees (PDF)
Clinicians' Pocket Guide (PDF)
Confessions of a Scam Artist (PDF)
Credit Reports and Scores (PDF)
Cutting through the Confusion (PDF)
Cybersecurity: Information Consumers Need to Know (PDF)
Elder Financial Abuse Prevention Guide (PDF)
Elder Investment Fraud Prevention (PDF)
Five Keys to Investing Success (PDF)
Freeze Your Credit (PDF)
Getting Closer to Retirement (PDF)
Getting Help with Your Investments (PDF)
How Fees and Expenses Affect Your Investment Portfolio (PDF)
Investigate Before You Invest (PDF)
Investment Fraud: Spot the Red Flags. Take Action! (PDF)/Fraude de Inversión (PDF)
Investor Bill of Rights (PDF)
Making Sense of Financial Professional Titles (PDF)
Marriage & Money (PDF)/Matrimonio Y Dinero (PDF)
Maximize Your Retirement Investments (PDF)
Military Guide to Money and Investing (PDF)
Mutual Fund Fees and Expenses (PDF)
Mutual Funds and ETFs: Maybe All You'll Ever Need Trifold Brochure (PDF)
Mutual Funds: Maybe All You'll Ever Need (PDF)
Noncommercial Programs for All Ages (PDF)
Opioid Epidemic: Impact on Investor Advisers, Clients, and Firms (PDF)
Protecting Yourself from Identity Theft (PDF)
Raise Capital by Issuing Securities (PDF)
Scam Alert: Gft Cards Don't Pay Bills (PDF)
SCAMS - Protect Yourself, Protect Your Money (PDF)
Securities Fraud Protection (PDF)
Senior $afe (PDF)
Skimming Scam Alert (PDF)
Take the Mystery Out of Retirement Planning (PDF)
The Basics for Investing in Stocks (PDF)
The Basics for Investing in Stocks Trifold Brochure (PDF)
What You Should Know About Your Retirement Plan (PDF)
When Your Broker Calls, Take Notes (PDF)
Where to Invest Your College Money (PDF)
Women and Retirement Savings (PDF)
Working with Financial Professionals (PDF)/Trabajar con Profesionales Financieros (PDF)
Your New Job (PDF)/Su Nuevo Trabajo (PDF)

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

Content Editor

Newsletter

"The Quarter" Archives

Reports

2020 Investing in Women Quantitative Research Findings (PDF)

2020 Investing in Women Executive Summary of Research Findings (PDF)

2016 Report on Economic and Personal Finance Education in Pennsylvania (December 2016) (PDF)

Economic and Personal Finance Education in Pennsylvania (April 2013) (PDF)

Foreign Language Resources

Publications available in Spanish
(Publicaciones disponibles en Español)