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    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

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Market Perspectives

  • Is the risk-on rotation real?

    Investors may want to consider neutralizing their defensive allocations and rotating exposure to more cyclical sectors.

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Investor Insight

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Practice Management

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Online Strategies to Acquire Affluent Clients

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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investors' shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

Customize your My Funds watch list to track performance for the funds that interest you.

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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investors' shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

Market Perspectives

Is the risk-on rotation real?

Investors may want to consider neutralizing their defensive allocations and rotating exposure to more cyclical sectors.

View All Market Perspectives >>

Investor Insight

The Tribe Effect: Why Asking Clients to Do Difficult Things Can Make Them Feel Special

Tell clients that your approach is distinct from other advisors’ approaches because it requires some hard work, work that many investors aren’t willing to do

View All Investor Insights >>

Practice Management

'Tis the Season...For Tax-Loss Harvesting

A strategy known as tax-loss harvesting could help you reduce your tax liabilities.

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Upcoming Webinar

DEC
3

Have You Googled Yourself?
Online Strategies to Acquire Affluent Clients

Coming Soon!

Check the background of this firm/individual on FINRA's BrokerCheck.

Past performance is not a guarantee of future results. For more information on a Fund's performance history, please click on the Fund name above. Source: Hartford Funds and Morningstar.

*ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. ETFs trade on major stock exchanges and their prices will fluctuate throughout the day. Both ETFs and mutual funds are subject to risk and volatility.

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