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As markets soar and plunge, emotions can tempt investors to buy and sell funds at the wrong times, which can have disastrous results. Use these tools to educate and entertain clients about the impact that impulsive decisions can have on their investments and the importance of focusing on the long-term.

A traditional leisure-filled retirement isn’t everyone’s happily ever after. Help your clients create their own story and live a satisfying retirement.
Help clients discover how their unique history with money can impact their financial decisions
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
For many couples, the shift to retirement or an empty nest is everything they hoped for. But when unspoken expectations don’t align, it can be jarring. Learn how clients can share their individual visions ahead of time to help ensure a smooth transition.
Knowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
Clients can avoid the temptation to change their investment strategy by envisioning the market’s ups and downs before they occur
When volatility strikes, learn how to actively address how clients feel as well as how they invest
Seemingly unprecedented events and an uncertain future can put many investors on edge. A historical perspective on past crises can help investors persevere when their confidence is tested.
The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.

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The presentations above have been reviewed by FINRA and cannot be altered in any way. Hartford Funds assumes no responsibility for the addition or deletion of slide content. Prior to using this presentation, please check to make sure it is approved for use by your firm.

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