ADVISORY
December 29, 2021
Benefits of Tax Managed Investing
Greetings!
 
It’s hard to believe we are days away from bidding 2021 goodbye. The S&P 500 Index is up 28.13% year to date, and the NASDAQ and Dow hit record highs this year. Think of all those taxable gains you have acquired for your clients! No doubt you have spent many hours this holiday 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,
Paul Binnion
Chief Revenue Officer
(610) 533-2715
Hanlon Investment Management is an SEC registered investment adviser with its principal place of business in the State of New Jersey with offices at 3393 Bargaintown Rd., Egg Harbor Township, NJ 08234. Being a registered investment advisor does not imply any level of skill or training. Hanlon Investment Management and its representatives are in compliance with the current registration and notice filing requirement imposed upon registered investment advisers by those states in which Hanlon Investment Management maintains clients. Hanlon Investment Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Hanlon Investment Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status, service and fees of Hanlon Investment Management, please contact Hanlon Investment Management or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

The contents of this message are confidential and only intended for the named recipient herein. This message should not be forward, transferred, copied or otherwise distributed to other users. Email is not a secure medium of communication and is subject to possible interception by unauthorized users; therefore, any reply to this message should not include additional identification information regarding the individual(s) and/or policy discussed herein.
3393 Bargaintown Road | Egg Harbor Township, NJ 08234
(888) 641-7100 | www.hanlon.com