• Products

    World Bond Fund Monthly Positioning & Outlook

    View Now >

  • Insights

    Human-Centric Investing Podcast

    Listen to Latest Episode >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Human-Centric Investing

    Learn More >

Clients can avoid the temptation to change their investment strategy by envisioning the market’s ups and downs before they occur

Many investors hurt their long-term results by making a series of emotional decisions in response to the latest crisis or hot trend, e.g. geopolitical worries, cryptocurrencies, or Fed moves. They think changing their portfolio will help them avoid losing money or make a quick gain.

Learn tips from Annie Duke about how to help clients stop reacting to these market scenarios that tempt them to change strategy by teaching them how to envision them before they occur. She combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.

Then, when clients experience market scenarios in the future that tempt them to change their strategy, they’ll be more prepared and more likely to stick to their plan, not calling you in a panic.

 

Learn: 

  • Why clients may second-guess an investment strategy when they don’t like the outcome
  • How mental time travel can help clients improve their decision making
  • How pre-commitment contracts can help clients avoid rash decisions and strengthen your relationship
ABOUT THE AUTHOR:
Author Headshot

Annie Duke is a World Series of Poker bracelet winner, the winner of the 2004 Tournament of Champions and the only woman to win the NBC National Poker Heads Up Championship. As a decision strategist, she merges her poker expertise with her cognitive psychology graduate work at the University of Pennsylvania. She focuses on improving decision making and critical thinking skills, and developing individual and cultural supports to overcome cognitive bias.

webcast icon Financial Professional Webcast
Luck, Poker & Investing

Watch Replay >

Download Slides >

Next Steps

1 Download a copy of our client brochure
2 Choose 3 clients and help each of them create a Ulysses Contract
3 Talk to your Hartford Funds advisor consultant about planning a Back From the Future client event


Order Now >

Annie Duke is not affiliated with Hartford Funds.

223761

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, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products 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. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, 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.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value