• 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 >

Mike Lynch

Managing Director, Applied Insights


PDF Michael’s Full Bio   |   PDF Michael's Speaker Bio

 

Mike believes there’s no more honorable position than making a difference in people’s lives—which is why he relishes sharing tools and strategies that help investors prepare for their future. This is information Mike feels audiences are eager to hear, because their retirement won’t look like that of any prior generation.

“Clients are the ultimate audience,” he says. “I think you have to be 10 times more prepared than meeting with financial professionals.” For him, the Q&A sessions after a client presentation are the most valuable—not just for the audience, but also for his own knowledge. He often applies the insights gained from these conversations to his upcoming presentations—along with the experience he’s gained helping financial professionals and their clients for more than 25 years.


 

Current Topics

As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Help clients navigate what’s no longer an end but a new, complex stage of life.
Knowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Our advisor consultants can provide coaching to help you deepen relationships with clients by applying AgeLab research and tools to your practice.

 

5 Things About Mike

1

A huge Liverpool FC fan, he watched his favorite English Premier League football team play twice while they were in US and took his family on a stadium tour in Liverpool.

2

He loves classic cars and owns a 1972 Triumph TR6. It’s a work in progress, but he finds it more fun than driving a modern vehicle.

3

London, Mike’s favorite place in all his travels, is where he plans living part-time when he slows down or retires.

4

He’s no fan of heights or spiders. No, not afraid—just not crazy about either.

5

His craziest travel story: A fellow passenger’s new German Shepherd therapy dog jumped up on a plane seat in front of Mike and created utter chaos in his section (after its owner went to the restroom).

Mike's Insights

Social Security Storytellers: Why Real-Life Experience Can Teach What Numbers Can’t
Answer your clients’ Social Security questions without becoming an expert

Staying Social at a Distance
How to use technology in place of face-to-face meetings to remain connected to your clients

Mike's Podcasts

Social Security: The “What” vs. The “When”
June 2, 2018 (24:04)

Social Security: What Am I Entitled To?
March 2, 2018 (37:52)

Social Security: How will my benefits be taxed?
February 2, 2019 (24:51)

Social-Security Storytellers
January 2, 2021 (24:30)

Contact your Hartford Funds advisor consultant or field specialist for Mike's availability.

Applied Insights Team Page

 

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC.

Check the background of this firm/individual on FINRA's BrokerCheck.

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

Links from media articles to a non-Hartford Funds site are provided for users’ convenience only. Hartford Funds does not control or review these sites nor does the provision of any link imply an endorsement or association of such non-Hartford Fund sites. Hartford Funds is not responsible for and makes no representation or warranty regarding the contents, completeness or accuracy or security of any materials on such sites. If you decide to access such non-Hartford Funds sites, you do so at your own risk.

222928

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