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PRODUCTS (0 RESULTS)
INSIGHTS ( 3 RESULTS)
Will rates soar in the wake of bond-purchase cutbacks? Not necessarily.
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A combination of infrastructure spending, government stimulus, and the prospect of higher taxes makes a compelling case for municipal bonds.
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If you don't need it right away, deferring your Social Security income can have significant advantages.
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PRACTICE MANAGEMENT (
OF 23 RESULTS)
MIT AgeLab insights about how the pandemic has hit the job market in unprecedented ways, but one specific group has been struck the hardest: women over the age of 55. Have a game plan to help any of your affected clients.
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Survey reveals how stress could be affecting your clients and their families
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Your clients may have a limited view of what’s possible in retirement. They’ve heard the traditional story of old age where everyone lives happily ever after in leisure-filled retirements. This story is exactly what some clients are looking for. But some of them get bored with this story. They’re not ready to retire and relax. They want something more. Us this workbook to help them create their new story.
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Your clients may have a limited view of what’s possible in retirement. They’ve heard the traditional story of old age where everyone lives happily ever after in leisure-filled retirements. This story is exactly what some clients are looking for. But some of them get bored with this story. They’re not ready to retire and relax. They want something more. Use this presentation to help them create their new story.
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Uncovering their unique history with money can help clients gain a deeper understanding of their relationship with money, and change any behaviors that might be interfering with their financial success.
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Clients' expectations of financial professionals are increasing. Learn the value of networking with longevity-based professionals and how to host a longevity-panel client event.
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Learn how to clearly define what role each person on your team plays.
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One-page overview that provides tips on creating team roles and responsibilities.
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Learn about four kinds of teams meetings your practice should be having.
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One-page overview about why annual offsite team meetings are necessary and suggested agenda topics. •
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One-page overview that provides best practices for implementing team meetings.
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One-page overview of Hartford Funds teams resources.
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Building Your Longevity Network” financial professional workbook. Learn how to build a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice.
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Learn a system that helps ensure you accomplish your daily priorities—and create a clear boundary between work and play.
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Learn a system that helps ensure you accomplish your daily priorities—and create a clear boundary between work and play.
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Help other business professionals master the art of time management. Use this coaching tool to help them stay on track and put you them in the best position possible to succeed.
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Find out why successful teams usually also have people in three key roles: the Finder, the Grinder, and the Minder.
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An annual team offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. This piece provides a sample agenda for annual team offsite meetings and includes potential meeting topics.
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The decision of whether or not to team up with another advisor is one of the most important considerations a financial advisor can make regarding the future of his or her business. Consider these topics when mulling over the idea of forming a team.
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While advisors have a lot of practice talking to their clients about estate and legacy planning, they don’t always take this same advice in preparing a succession plan for their own businesses. Learn 4 tips for succession planning
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One-page overview about how to determine if it’s time to add a new team member.
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Aging clients now expect financial advisors to prepare them for what they may confront in middle age and as older adults. Your ability to provide these services will depend not only on your value proposition, but the depth of your relationship with each client.
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: The new year is a perfect time to assess your team: what’s working, if the communication is clear and open, and if there’s the necessary trust and respect. Schedule a formal offsite team meeting to review last year, consider this year’s goals, and build a written plan to execute. It’s also a great opportunity to remind your team what your value proposition is, clarify roles and responsibilities, and set team goals for next year.
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LITERATURE (
OF 343 RESULTS)
Retirees beware: Excessive withdrawal rates in down years can quickly deplete your portfolio.
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With China’s capital markets gradually opening their doors to foreign investors, China A-shares may be worth a closer look for their diversification and alpha potential.
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How the blockchain could completely transform transaction systems.
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A look at the therapeutics it will enable and its impact on the global healthcare system.
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The accumulation of excess savings during the shutdown may offer a path for consumer spending to recover quickly.
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The economic recovery has triggered a rise in prices—and maybe a touch of déjà vu.
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Emerging-markets inflation is close to its peak level for 2021, but it likely won't last long. A “disinflationary” trend is likely to follow in the latter part of the year.
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Your portfolio's risk profile should align with your investment goals. That's especially true as you approach retirement, when losses can really hurt.
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Volatility is an ever-present part of investing.
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With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.
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A visual tour of the global economy for the fourth quarter of 2021.
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You should consider adopting a portfolio rebalancing strategy—even during down markets when it’s tempting to let your “winners” keep growing while your “losers” are taking their lumps. That’s because rebalancing helps you “buy low” and “sell high”.
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Joe Biden's win in the US presidential election paves the way for a more coordinated approach in the transition to a low-carbon world.
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Our expert panel weighs in on promising vaccine news, the election, and the outlook for value versus growth going forward.
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Despite persistent risks and challenges in today's extraordinary environment, our experts see areas of value and opportunity for fixed-income investors heading into 2021.
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They have their similarities. But mutual funds and ETFs are different in ways that could matter to your portfolio. We can explain.
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As 401(k) plans mature and Baby Boomers are retiring, the government is focusing on ways to ensure participants get the retirement plan accounts they left behind when they switched jobs.
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It may be time to measure the success of retirement plans in terms of participant outcomes.
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Even well-crafted asset allocation plans require rebalancing to avoid drifting.
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A lot lower than you may think.
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How different generations’ use of and attitudes toward new technologies have changed during the pandemic.
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COVID-19-related challenges and worries experienced by Americans across generations.
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How the pandemic’s effect on businesses, employment, and investment portfolios is changing financial behaviors and attitudes.
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Changes in attitudes and perceptions concerning the senior-housing industry—one that’s been hit the hardest by the pandemic.
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Cross-generational insights into how spending behavior has shifted during the pandemic.
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Workers’ reactions to the shifting norms in the legal profession as well as legal risk-analyses of companies’ reopening.
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How employees’ work has changed since COVID-19’s outbreak and the pros and cons of remote work.
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Adults responsible for some combination of work, childcare, and eldercare have been uniquely affected by the pandemic.
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How employment’s been impacted for people of different generations, working in various industries.
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Navigating a financial crisis amid the coronavirus.
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The damage inflicted by climate change through increasingly volatile weather patterns is rising quickly and is already significant for many companies.
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Some investors see emerging market debt as obscure and risky, but the view doesn’t stack up with our research. It can form a valuable part of investors’ core fixed-income exposure.
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In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake.
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The proposed legislation would impact 401(k)s, 403(b)s, and IRAs, and potentially help financial professionals grow their retirement business by expanding coverage and increasing retirement savings.
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Many have previously written Bitcoin off as a short-lived novelty, but resilience and performance mean some are revisiting the cryptocurrency.
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Using the 3 quality of life questions from the MIT AgeLab, you can turn every client meeting into relationship-building opportunity.
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"Special purpose acquisition companies" or SPACs are hugely popular. We'll consider how they work, who makes money from them, and whether or not they're a good thing.
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Some investors are worried that inflation is set to rise. We look at which equity sectors could prove to be the most resilient.
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Wellington's equity experts weigh in on challenges and opportunities in 2021
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Is all the talk about dividend-paying stocks just a fad? Or is there real merit to the dividend argument, particularly at this point in market history?
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Many of the world's major central banks are adopting digital currencies in some form. Disruption of the existing paper-money system is unlikely.
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History shows that the performance of growth and value stocks has been cyclical. Each style has had its ups and downs over the years. Could the cycle be turning once again?
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Research suggests that many developed markets are beginning to resemble their emerging-market counterparts in some ways.
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Seminar invitation
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Fred Reish discusses how by properly managing high-risk issues, plan sponsors can reduce their fiduciary liability insurance costs and, more importantly, reduce their chances of being sued.
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Why China tech is under pressure, and what it means for investors.
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Bring Up Your Clients' Favorite Topic: Being a Grandparent
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Despite rising interest rates, holding duration in some form may be the better bet for investors.
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I believe we're likely on the verge of an inflation regime change.
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While final dollar amounts are still unknown, a trillion-dollar deal to rebuild the nation's infrastructure seems closer than ever as Congress and the Biden administration hammer out the details.
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Help plan sponsors address deficiencies and identify areas of opportunity in their retirement plan.
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Climate-driven migration will have important social, economic, and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption?
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Ample monetary and fiscal stimulus has kept fixed-income investors optimistic. But what if that support fades?
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Fixed income comes in many flavors and can serve a variety of roles in a portfolio.
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This quarter-by-quarter checklist serves as a practical way to ensure plan committees spend time each year on the most important issues that affect their plans.
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The factory floor of the future is likely to include robots and humans working together.
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Why a client’s friend circle may be a key to successful aging
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The Department of Labor just released its new proposed regulation to expand the use of ESG factors for retirement plans
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Why have rates fallen off their recent highs in spite of improving economic conditions?
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Wellington Management lays out its ESG integration approach.
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As we approach the second half of the year, how might vaccine progress, policy support, and continuing inflation pressures impact investors?
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Fred Reish shares tips on how to mitigate risks and avoid problems when drafting 401(k) Investment Policy Statements.
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College can be expensive, but there are abundant grants and scholarships available if you know where to look.
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Periods of economic recovery such as the one we’re currently experiencing have historically been positive for value stocks.
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Properly structured meetings can help plan fiduciaries engage in prudent processes and decision making
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We believe the intersection of climate change and national security is in its early stages.
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We believe automation will reshape the future of enterprise in several ways
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The advantages of long-term investing and seven habits that can help asset owners cultivate a long-term mindset.
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Supply-chain bottlenecks and disruptions are holding up inflation longer than expected; here’s what investors need to know.
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The US public equity market is shrinking while the international equity market is growing—in terms of both size and potential opportunity for investors.
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A look at the spending and tax proposals being vetted by Congress and the White House—and their impact on investor strategies.
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Financial Professionals and Plan Sponsors have a fiduciary obligation to recommend appropriate investments for their retirement plan and their retirement plan clients. It’s critically important for fiduciaries to understand what they own and the role these portfolio-management tools play.
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The effects of the Omicron variant are already being widely felt. Here’s what we know—and what we don’t.
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A breakdown of which asset classes have outperformed during periods of rising and falling inflation.
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Encouraging vaccine data, policy support, and gradually reopening economies make us more confident in taking a pro-risk stance over a 12-month time frame.
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In a historical comparison, recent drawdowns are impacting defensive factors differently than expected.
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How will US election risk, policy support, and progress toward a COVID-19 vaccine balance out?
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This quarter's edition considers four key issues: rising interest rates, high equity valuations, US market leadership, and the impact of slower globalization.
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Sticking with stocks in turbulent times requires patience—but it has historically paid off.
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A weakening dollar, the prospects of strong earnings growth, and attractive valuations are compelling catalysts for international equities.
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Sustainable investing is becoming more mainstream. Here are some key things to consider.
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Innovation extends far beyond tech and healthcare. Our robust research capabilities—including our private-equity mindset and strong ESG expertise—are critical to accessing and evaluating this enormous opportunity.
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In the short run, some level of economic deterioration can be expected. But with a COVID-19 vaccine in sight, the focus of recovery will shift to fiscal policy. The details will matter.
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What the SEC's new standards mean for advisors and rollover recommendations.
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Fred Reish examines recent court cases that contain valuable lessons for plan sponsors.
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History shows that rather than giving in to fear, staying invested and buying stocks during volatile times can be beneficial in the long run.
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Do you know how your personality impacts your investments?
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Discover popular audio programs available for financial pros to take on the go.
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Protect yourself from financial fraud during the pandemic.
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Purchasing items with your phone may seem complex, but getting started is much easier than you may think.
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Everybody needs to be vigilant now that data breaches and identify theft have become common occurrences.
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How do we best help our kids make the most of these distance learning experiences?
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Start addressing threats before they strike.
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No matter whether the White House and Congress are unified or divided, the stock market tends to march higher.
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New technologies and shifting consumer priorities are creating an on-demand economy.
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The SECURE Act impacts everything from IRA contributions to Required Minimum Distributions (RMDs). Here are some key things you should know about this important legislation.
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After graduation, you can start building your financial future—one step at a time.
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The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is the most meaningful retirement legislation to take effect since the Pension Reform Act of 2006.
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Historically, epidemics have had very little impact on long-term stock-market performance.
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The uncertainty surrounding an election can cause even the most seasoned investors to question their portfolios—but elections haven't impacted the market as much as you may think.
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Active fixed-income ETFs provide a unique option that modern wealth advisory firms can be well-positioned to harness.
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Being able to drive can be an important for clients’ aging loved ones to maintain their independence and stay healthy. But what if it becomes dangerous for them to drive?
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Rather than giving in to fear, staying invested has historically been more effective in the long term.
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See how your 401(k) plan stacks up to industry averages.
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The $1.9 trillion American Rescue Plan was signed into law on March 11. Here's what you should know.
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Recent performance has favored passive investing. But a look at the big picture shows how performance moves in cycles and reveals why active management isn't dead.
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Donkeys, elephants, bears, and bulls: Why who is in the White House may matter less than you think.
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Municipal bonds tend to be popular with wealthy investors, but their generally tax-exempt status makes them appealing for investors in a variety of tax brackets.
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There can be a downside to playing it "safe" if your assets are in investments that don't keep pace with inflation.
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NFTs, or non-fungible tokens, are digital-only collector items backed by blockchain technology. Here’s what you need to know about these sought-after crypto collectibles.
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You've heard a lot about it. But what exactly is FAANG? Could it eventually bite you?
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How a change in the value of the US dollar impacts the US economy—and your wallet.
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This flyer provides an overview of the MIT AgeLab and the insights they provide.
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Shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future. In order to retain and attract the best talent across the generations, you must meet the expectations of today’s employee.
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Hartford Funds offers four presentations that qualify for PDCs towards recertifying your SHRM designation
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Three Questions that Can Predict Future Quality of Life whitepaper
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Invite clients to learn the historical patterns of crisis and the market's ability to grow wealth through recessions and bear markets.
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This seminar invitation welcomes clients to learn about three main factors that can impact Social Security benefits.
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Clients may want to account for yield-curve steepening risk in their asset allocation and consider shorter-duration, income-oriented investments.
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The new structural shifts in the fixed-income market require a new approach to investing.
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Historically low mortgage rates are helping homeowners cut monthly payments or pay off loans faster. So, should you refinance? Let's look at your options.
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Whether college is 18 years away or around the corner, there are steps you can take to help your child avoid student debt.
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A downturn could actually be good news for long-term investors—if everyone stays calm and has a plan.
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We’ve been told to think positive. But thinking negatively has its benefits when it comes to investing.
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Pandemic risks, persisting inflation pressures, and levels of growth and policy support are driving the economic outlook.
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An overview from the Hartford Funds Multi-Asset Solutions Team
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Learn about the new array of devices and services that will make it easier for us to work, stay healthy, and live at home as we age, all while remaining connected to friends and family.
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With uncertainty on the horizon, talk to your financial professional about investing in fixed income designed to be less sensitive to interest-rate changes.
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Medicare can be tough to understand. It doesn’t have to be.
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Most college graduates have debt as well as degrees, but there are a number of ways to manage and overcome student debt.
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We can customize this invitation for your 8,000 Day client events. To get started, download and fill out the invitation order form. Then email it to: seminar.invitations@thehartford.com.
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The innovative tech industry is driving growth, and investors may still be poised to benefit.
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US equity outperformance versus international equity outperformance has historically been cyclical.
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There are several potentially volatility-reducing tools that can make a larger international allocation more palatable for investors.
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Fred Reish outlines how the use of dynamic QDIAs can replace the “one-size-fits-all” model with one that focuses on each participant as an individual with unique needs and goals.
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This fixed income callan chart shows that changes in the economy and interest rates can have a big impact on your fixed-income portfolio.
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Diversification is vital, yet the average investor may be too heavily invested in US equities.
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Changing interest rates may have a significant effect on fixed-income investments.
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2022 IRS Limits for Retirement Plans, IRAs, and Other Employee Benefits
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At a time of mounting uncertainly about the role of fixed income in your asset allocations, it's time to rethink some age-old notions.
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Education and longevity are raising clients’ expectations of advice. A client-focused framework models what may be considered valuable to different generations using three distinct value propositions.
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US equity shares--those of the tech giants in particular--have grabbed the headlines. But the majority of the developed market's top 25 best-performing stocks over the last five years have come from outside the US.
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US government stimulus and low interest rates could weaken the dollar and help international equities finally outperform.
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Non-US equities have underperformed for the past decade, but we may now have reached a turning point in this cycle.
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The most commonly asked questions and answers on the CARES Act and retirement plans
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The SECURE Act requires DC plans to provide participants with statements projecting their retirement income. This can help improve outcomes and presents an opportunity for financial professionals.
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The CARES Act and 401(k) Plans: Options for Plan Sponsors and Participants
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The DOL issued a proposal to allow conflicted fiduciary investment advice to retirement plans, participants, and IRAs
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With the presidential election behind us, financial professionals should be thinking about policy changes that could impact their retirement plan clients.
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As growth equities continue to outperform, how might investors position themselves for the future?
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How recent changes by the Federal Reserve are impacting the economy in the wake of the COVID-19 pandemic.
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Some final thoughts on how the election could pan out and its potential implications on markets.
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Artificial intelligence could help achieve better investment outcomes by augmenting—not replacing—the intelligence of asset managers.
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If you're seeking attractive price appreciation potential or diversification opportunities, fixed-income convertibles deserve a closer look.
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In today’s environment, discerning investors may be able to uncover attractive value in the often-scorned universe of fallen angels—formerly investment-grade corporate bonds that have been downgraded.
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A historical look at the growth/value cycle.
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We believe now is a good time for fixed-income investors to consider multisector credit strategies that are designed to capitalize on opportunities in higher-yielding credit markets.
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The landmark agreement to create the EU recovery fund should safeguard the future of the union and boost European risk assets.
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There’s a growing consensus that a sustained market rotation is on the horizon—or already underway.
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Members of Wellington Management’s Fundamental Factor Team consider the tactical and structural challenges facing value stocks, the portfolio implications, and what it would take to alter the prevailing growth/value dynamic.
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