• 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 >

Steve Parnell

Managing Director, Applied Insights


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

 

Steve began his 30-plus year career in the financial-services industry focusing on retirement-plan design, IRS/DOL compliance solutions, participant/employee education, and distribution strategies. Today, he uses MIT AgeLab research to help financial professionals and their clients anticipate and overcome the challenges of aging and retirement challenges. This took on a whole new meaning for Steve after he suffered a stroke in 2018. Experiencing his own unforeseen, life-changing event brought home the importance of preparing clients for the unexpected.


 

Current Topics

A traditional leisure-filled retirement isn’t everyone’s happily ever after. Help your clients create their own story and live a satisfying retirement.
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.
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 Steve

1

Steve and his wife, Sandy are the proud parents of two grown children. Their son recently completed a five-year tenure with United States Marine Corps, while their daughter currently works in the MIT Open Learning division.

2

A big thoroughbred racing enthusiast, he can answer almost any question about the horses and their jockeys running the Triple Crown.

3

He’s a pool-fitness instructor for members with disabilities within his local YMCA’s Partnership Program.

4

What’s Steve biggest passion: helping advisors and clients prepare for life’s amazing, yet often unpredictable, journey.

5

Steve’s grateful for the opportunity to work with all the gifted people he encounters in his travels.

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

Applied Insights Team Page

 

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

223082

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