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Client Conversations is a robust library of articles that financial professionals can easily share to engage and educate clients.

Client Conversations

Client Conversations is a robust library of articles that financial professionals can easily share to engage and educate clients.

Subscribe to Client Conversations

Q1 Monthly Touchpoints

January

Investment Fundamentals

Help clients start the year off right with timeless investment truths

February

2022 Contribution Limits & IRAs

Help clients make the most of this year’s contribution limits and ask if they need help with a 401(k) rollover

March

Time to Tackle Taxes

As tax season heats up, help clients understand capital gains and how municipal bonds may help lower their taxes

Q2 Monthly Touchpoints

April

Financial Literacy Month: Get Organized

Make it easier for clients’ loved ones to find important financial documents and get rid of financial clutter

May

Fixed Income in Focus

Diversification is just as critical for fixed income as it is for equities

June

Navigating Rising Rates

Review the risks in fixed-income portfolios to prepare for rising rates

Q3 Monthly Touchpoints

July

Think Beyond CDs to Beat Inflation

Review your book for CDs coming due and help clients consider their options

August

Financial Aid & Student Debt

Families can begin applying for student aid on October 1—help them start now

 

September

Prepare for Volatility

October has historically been one of the stock market’s most volatile months, so prepare your clients now

Q4 Monthly Touchpoints

October

Medicare and HSAs

Medicare enrollment begins on October 15—help clients start now

November

Envision Retirement

Help near retirees understand what an 8,000 day retirement could look like

December

Tax-Loss Harvesting

Help clients understand the potential benefits of tax-loss harvesting

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Client Conversations makes it easy for financial professionals to share timely and relevant content with your clients. Remember to follow your firm's policies about sharing content with clients before using this content.

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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, 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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