• Log In
  • Account Access
  • Contact Us

    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
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

Market Insights

Schroders: Emerging Markets Investment Outlook
Thu May 17 20:45:00 EDT 2018

A monthly outlook reviewing the markets and the top-down, quantitative model Schroders uses to make emerging-markets country allocation decisions.

View All Equity Insights >

Tax-Aware Fixed Income: A Common-Sense Core?
Wed May 16 09:30:00 EDT 2018

Rather than accept low returns or take on more risk in their fixed-income core, we think it makes sense for investors to consider using a tax-aware approach that has the potential to take advantage of the full investment-grade universe.

View All Fixed Income Insights >

My Multifactor Mom
Mon May 14 09:30:00 EDT 2018

By identifying and combining academically and historically backed factors, we believe we can design a more attractive portfolio than just buying the market.

View All Strategic Beta/ETF Insights >

Perspectives on Climate Change
Tue May 15 09:30:00 EDT 2018

With an international transition to a lower-carbon economy underway, many teams at Wellington are focused on helping clients understand the potential effects of climate change on their investment portfolios.

View All Global Macro Analysis Insights >

Global Investment Strategy from Nanette Abuhoff Jacobson

Inflation Is Rising… Really
Tue May 15 10:00:00 EDT 2018

What’ll happen if inflation heats up and no one listens?

DC Insights from Fred Reish

2Q18: The Fiduciary Rule and the Fifth Circuit Decision: Where Do We Go from Here?
Mon Apr 09 10:42:00 EDT 2018

The Fifth Circuit Court of Appeals threw out the Fiduciary Rule, but this is just the beginning of the process with much more to come.

Investor Insights from MIT AgeLab

Fear, Finance & The High Anxiety Client
Mon Feb 12 00:15:00 EST 2018

MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions.

Client Conversations

Client Conversations: US and International Markets Have Moved in Cycles
Wed May 16 10:00:00 EDT 2018

US equity outperformance versus international equity outperformance has historically been cyclical.


Second Quarter 2018

A visual tour of the global economy for the second quarter of 2018.

Human-Centric Investing

  • Tue Feb 13 16:05:00 EST 2018

    How to Integrate Financial Therapy into Your Practice

    Engaging in financial therapy by collaborating with a mental health therapist can help to navigate the ebbs and flows, leading to more successful client outcomes and overall well-being.


Core Equity Fund

Current quarterly commentary from our sub-adviser, Wellington Management.

Masters of Advice Blog

  • Smart Home to Safe Home

    For many people who are approaching or already in retirement, housing can be a big decision.

Advisor Reports

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

204272  LAT000569 2/24/2018