ADVISORY
January 13, 2022
Benefits of Tax Managed Investing
Greetings!
 
As tax season approaches let Hanlon assist your tax planning this year and beyond. The S&P 500 Index is up over 27% year over year, and the NASDAQ and Dow hit record highs this past year. Think of all those taxable gains you have acquired for your clients! No doubt you have spent many hours this season doing “year-end tax planning”?
 
At Hanlon, we believe effective tax planning requires year-round awareness in order to maximize net return for your client. Out of the 19 tax sensitive models on our platform, one of the most adroit tax avoidance asset managers is Russell Investments. See the chart below which illustrates the impact of tax drag on a portfolio or glance over the attached white paper.
Then, call me to discuss how to leverage the tax efficiency employed at Hanlon Investment Management.
Sincerely,
 
Eric Schreiner
Regional Director
(734) 325-8546
 
To schedule a call, click on the link below:
Additional Team Support:
 
Nick Karageorgos
Regional Consultant
(704) 975-5021
 
Audrey Miles
Relationship Manager
(609) 365-3629
For Investment Professional Use Only

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