HLK Asset Management, a Member of Advisory Services Network LLC

10/29/2021

Investors May Want to Consider Updating their Asset Allocation Plan to Incorporate Higher Inflation Rates and Potentially Improve After Tax Returns in Higher Tax States

Do your current investments include the following mutual fund and exchange traded fund products to help improve returns during times of higher inflation, increasing capital gains tax rates, and increasing state and local tax rates?*
- Inflation Protected Bond Funds
- Floating Rate Loan Funds
- Industrial and Agricultural Commodity Funds
- Precious Metals Funds
-Clean Energy Funds
- High Dividend Paying/Dividend Growth Funds
- Tax Exempt Bonds and Tax Exempt Bond Funds

We are here to assist you with your investment decisions. Questions? For further assistance please contact our team at HLK Asset Management at: [email protected] or contact us directly at 201-690-5005

*Investing involves risk including loss of principal. As with any investment strategy, the outcome depends on many factors including: investment objectives, net worth, tax bracket, risk tolerance, as well as economic and market factors. Before investing or using any strategy, investors should consult with their tax, legal, or financial advisor.

Annual inflation rose at its fastest pace in more than 30 years during September despite a decline in personal income.

09/24/2021

Changing Jobs? Retiring? 3 Reasons Why You Should Consider Taking Your 401k With You

1) Access to a Dedicated Investment Advisor

- Can you speak with a dedicated investment advisor who can provide professional assistance tailored to your risk tolerance and personal goals and objectives? Do you actively monitor and rebalance your investments to achieve effective dollar cost averaging?

2) Potentially Lower Your 401k Administrative Fees/Fund expenses

- Many 401k plans utilize funds with above average fees and management expenses. You can make your money work harder by switching to a provider that provides similar products with lower administrative costs

3) Access to a Potentially Broader Range of Fund Products- Improved Diversification*

- Does you 401k plan offer the following mutual fund and exchange traded fund products to help improve returns during times of higher inflation?

Inflation Protected Bond Funds
Floating Rate Loan Funds
Industrial and Agricultural Commodity Funds
High Dividend Paying/Dividend Growth based funds

We are here to assist you with your 401k transition. Questions? For further assistance please contact our team at HLK Asset Management at: [email protected] or contact us directly at 201-690-5005

*Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment loss. As with any strategy, there is the possibility of profit as well as loss.

Advisory services are offered through HLK Asset Management, a member of Advisory Services Network LLC. 6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta Ga. 30328. HLK Asset Management, 50 Tice Boulevard, Suite 340, Woodcliff Lake N.J. 07677