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Financial Planning
11/23/2022
Are you missing out on the significant benefits of a health savings account?
The key is to focus on a few activities that can drive results
Structure
11/18/2022
Questions for your team that build productivity, communication, and innovation
Family wealth management has the ability to redefine your client relationships. David Specht, Director of the Global Family Business Institute at the Drucker School of Management, shares his insights on why serving families opens the door to knowing the “wealth creator”—and who’s most important to them—on a deeper level.
Financial Planning
11/15/2022
Retirees beware: Excessive withdrawal rates in down years can quickly deplete your portfolio.
Defined Contribution Insights
11/14/2022
Plan participants now face a variety of financial threats: market performance, soaring inflation, and economic uncertainty. As a defined-contribution plan sponsor, you can help.
Defined Contribution Insights
11/11/2022
Fred Reish discusses the types of managed accounts and the value that they can provide.
Client Conversations
11/10/2022
Spark joy and part with all those old statements, tax returns, and utility bills.
10 Things You Should Know About series
11/08/2022
Avoid paying unnecessary taxes on 529 withdrawals by sticking to qualified expenses.
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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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