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Once you've identified your income-tax bracket, a simple math formula can help you decide if tax-exempt municipal bonds may be right for you.
Concentration works in an investor’s favor when the top-performing stocks perform well, but history suggests this strong performance likely won’t last.
Systematic ETFs
05/31/2023
We believe value stocks look attractive relative to growth stocks and have multiple tailwinds in their favor.
Despite all manner of challenges, financial markets have historically moved onward and upward, as has our nation as a whole.
Human-Centric Investing Podcast
05/31/2023
Does the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits
The case for fixed income appears strong. Hartford World Bond Fund may be a good fit.
Fixed Income
05/24/2023
Elevated inflation readings, the unfolding banking crisis, and angst about the debt ceiling dominated the tone for fixed-income markets. Most fixed-income sectors outperformed since economic releases generally showed signs of improvement.
Investor Anxiety
05/23/2023
Survey reveals how stress could be affecting your clients and their families
Differentiate your practice by sharing 10 resources to help retirees who want to keep working

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

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves 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 mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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