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Participant Resources

Equip participants with timely, easy-to-understand content to help them invest better and live better.

Thanks to technological innovations, aging is becoming as much about living better as living longer
Understand the benefits a spouse (or former spouse) may be entitled to receive in four scenarios.
Investing for Growth
When Fear Runs High, Time to Buy?
When markets are volatile, staying invested can pay off.
Investing for Growth
Fasten Your Seatbelts
Volatility is an ever-present part of investing.
Staying invested in stocks despite negative news has historically been profitable.
A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.
Understanding the differences between a traditional IRA and Roth IRA can help you decide which is best for you.
When it comes to financial planning, some birthdays are more important than others
Mike Lynch, Managing Director of Hartford Funds' Applied Insights, shares seven of the most common and critical questions he’s asked when speaking to investor audiences about Social Security.
Partnerships with longevity-related experts can help you meet the increasing needs of aging clients.
Investing for Retirement
Why You Should Care About Medicare
Medicare can be tough to understand. It doesn’t have to be.
Three simple questions can help determine plan participants’ future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement
A senior move manager can make downsizing, or upsizing, easier
How older workers are rethinking work and retirement
MIT AgeLab provides questions today’s aging consumers should consider to prepare for retirement’s uncertainties
How to make it happen by adjusting your view about life after work
Answer Social Security questions (without becoming an expert)
Why many women nearing retirement are facing unprecedented uncertainty
Investor Insight
The Future of Advice
Education and longevity are raising the expectations for advice
How three dates could help clients avoid investment mistakes
Three key retirement-income planning questions can help you grow your business
Investor Behavior
Talking Politics with Clients
As long as you stay in your role as a financial professional, talking about politics could be helpful and supportive to your clients, and beneficial to your relationship.
Talking politics with clients can feel like the third rail. It can be tough and nerve-racking. Yet political conversations are close to inevitable these days.
Investor Behavior
The Social Portfolio
Why friendships are so important to aging well
See the results of five investment choices made in 1979, the last time inflation was 10%
1980 was the last time inflation was 10%. See how investment choices made back then turned out today.
Navigating Longevity
8,000 Days of Retirement
No longer that short period between the end of work and the end of life, modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
Understanding the key factors impacting Social Security income can help clients maximize their benefits
When the market plunges, seemingly safe decisions can lead to missed opportunities.
9 Probing Planning Questions You Probably Aren’t Asking
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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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