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10 Things You Should Know About series
10 Things You Should Know About Stock Splits
For many companies, a stock split can reward existing shareholders and attract new investors.
Better Prospecting
2-Step Prospecting: Find Prospects by Helping Clients’ Anxious Friends
Get new clients by using talking points to uncover clients' anxious friends and family members
Practice Management
The Dos and Don'ts of Effective Virtual Communication
Conduct an effective virtual meeting with ease while avoiding the most common mistakes
Investing for Growth
Don’t Let Interest Rates Dictate Your Investment Fate
Historically, stocks and bonds have performed well when interest rates were above 4%.
Investing for Growth
Presidential Election Years Have Been Good for Investors
Elections can create uncertainty, but sitting on the sidelines could be a costly mistake.
Human-Centric Investing Podcast
118: How Women and Next Generation Clients Are Influencing Advisory Relationships
Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.
Human-Centric Investing Podcast
119: How Brain Breaks Enhance Work Performance and Concentration
Client Conversations
Is a Good CD Rate Too Good to Be True?
Historically, even the most generous CD rates have often been outpaced by other investments.
Defined Contribution Insights
Best Practices for Drafting Investment Policy Statements
The IPS should be a set of guidelines to help, not hinder work.
10 Things You Should Know About series
10 Things You Should Know About Stock Splits
04/11/2024
For many companies, a stock split can reward existing shareholders and attract new investors.
Better Prospecting
2-Step Prospecting: Find Prospects by Helping Clients’ Anxious Friends
04/11/2024
Get new clients by using talking points to uncover clients' anxious friends and family members
Practice Management
The Dos and Don'ts of Effective Virtual Communication
03/29/2024
Conduct an effective virtual meeting with ease while avoiding the most common mistakes
Investing for Growth
Don’t Let Interest Rates Dictate Your Investment Fate
03/26/2024
Historically, stocks and bonds have performed well when interest rates were above 4%.
Investing for Growth
Presidential Election Years Have Been Good for Investors
03/21/2024
Elections can create uncertainty, but sitting on the sidelines could be a costly mistake.
Human-Centric Investing Podcast
118: How Women and Next Generation Clients Are Influencing Advisory Relationships
03/21/2024
Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.
Human-Centric Investing Podcast
119: How Brain Breaks Enhance Work Performance and Concentration
03/21/2024
Client Conversations
Is a Good CD Rate Too Good to Be True?
03/17/2024
Historically, even the most generous CD rates have often been outpaced by other investments.
Defined Contribution Insights
Best Practices for Drafting Investment Policy Statements
03/14/2024
The IPS should be a set of guidelines to help, not hinder work.
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Hartford Funds
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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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