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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.

Q1 Monthly Touchpoints


Investment Fundamentals

Help clients start the year off right with timeless investment truths


2023 Contribution Limits & IRAs

Make the most of annual contribution limits and ask clients if they need help with a 401(k) rollover


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


Financial Literacy Month: Get Organized

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


Fixed Income in Focus

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


Manage Inflation Risk

Help clients understand and plan for inflation


Q3 Monthly Touchpoints


Think Beyond CDs

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



Prepare for Volatility

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

Q4 Monthly Touchpoints


Envision Retirement

Help near retirees understand what investing and withdrawing money during retirement could look like


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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 Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.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.

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