There's the obvious options of contributing the max amount to your retirement plan an IRA, but do your high net worth clients know these 5 little known strategies to bolster their nest egg?
About us
At Hartford Funds, we believe in human-centric investing: a unique approach that uses research to understand the emotional relationship between advisors, their clients, and their investments, then creates solutions and advisor tools designed to serve those investors and their varying mindsets. Human-centric investing goes beyond performance to strengthen advisor-client relationships by helping investors better realize their true life goals. We also believe in applying the same human-centric principles to our own workplace, cultivating an environment that fosters collaboration and encourages the entrepreneurial spirit. To explore employment opportunities, see our LinkedIn job postings or visit us at www.hartfordfunds.com/careers for a full listing of available positions across the organization. The communications being provided are for informational and/or educational purposes only. They are not designed to be investment advice or a recommendation to buy or sell any security or to participate in any trading strategy. They should not be considered investment, tax or legal advice. Investors should seek their own professional advice. All investments are subject to risk, including the possible loss of principal. Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. This and other important information is contained in the fund’s prospectus and summary prospectus (if available), which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing. Hartford Funds Distributors, LLC, Member FINRA.
- Website
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http://www.hartfordfunds.com/social
External link for Hartford Funds
- Industry
- Investment Management
- Company size
- 201-500 employees
- Headquarters
- Wayne, PA
- Type
- Privately Held
- Founded
- 1996
Locations
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Primary
Get directions
690 Lee Road
Wayne, PA 19087, US
Employees at Hartford Funds
Updates
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The end of the year can be a stressful time for both you and your clients—especially when it comes to capital gains. Save some time with this client-friendly piece designed to shed some light on its potential tax implications.
10 Things You Should Know About Capital Gains
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What resolutions have markets made for 2025? Thought leaders from Wellington and Schroders provide their outlook on issues that may influence markets and portfolios going forward.
2025 Outlooks
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Looking to take your business to the next level in the new year? Tune in to the Human-centric Investing Podcast for quick, powerful insights from top thought leaders.
Human-Centric Investing Podcast
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Senior web designer Sean Vass has always been drawn to creative pursuits, most recently channeling this energy into a thriving fragrance business. With Sean, creativity is always in the air! https://lnkd.in/e9t7NmyM
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Investors are feeling a wave of cautious optimism with President-elect Trump's cabinet picks, seeing the potential for economic stability. Consider these 4 positioning ideas for client fixed income portfolios.
Markets Are Cautiously Positive on Trump's Team
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An incoming team member brings both anxiety and excitement. The key to making it work? Don't wing it. Here's how to avoid missteps and nail the client introduction.
Bringing on New Team Members Without Losing Client Trust
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Although many are familiar with COLA, your clients might not fully grasp how it affects their benefits and retirement planning. Use this helpful explainer to give them a clearer picture of its impact.
Social Security COLA: How and When It Can Affect Your Benefits
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Can 20 minutes change your business? Get ideas that could transform your client relationships and your practice on the Human-centric Investing Podcast.
Human-Centric Investing Podcast
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Markets cheered President Trump's election victory, but is this enthusiasm sustainable? Join us January 8th to hear our global investment strategist share her outlook for the year ahead.
Webinar - Trump 2.0: Time to Curb Your Enthusiasm?
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