April 2026 Update: Economy, Central Bank, Equities & Fixed Income Review, Social Security Claiming Myths

With the calendar turning the page, it’s time for our April update. This month’s update covers:

• Economy and Central Bank Review from Candor Asset Advisors – We highlight the economic picture, the recent energy shock and what it could mean for real GDP growth and inflation, tariffs and their impact on the economy, central bank interest rates and forecasts, and the latest readings from recession probability models.

• Wait Until 70 to Claim Social Security. Don’t Let These Myths Convince You Otherwise from Barron's -  The author addresses three myths that you should discount in determining when to start collecting Social Security. 

• Equities and Fixed Income Review from Candor Asset Advisors – In equities we spotlight recent stock performance, earnings forecasts, recession earnings risk, heavy S&P  concentration and its potential ramifications, Magnificent 7 stock performance, rising capital expenditures and initial AI investment ROI data, time in the market is more important than market timing, stock bull and bear market return data, and areas of investment opportunity. In fixed income, we showcase recent asset return performance, fixed-income yields vs. equity yields, changes in the yield curve, tight credit spreads, and where we see opportunities.

 
Now may be a good time to catch up. If so, my scheduling link follows.

 
Sincerely,
Bill Hawes, CFA, CFP
President and Chief Investment Officer
Candor Asset Advisors
 
O: 512 522-8501
C: 512 470-6106
 
bhawes@candorassetadvisors.com
www.candorassetadvisors.com
to schedule a conversation: https://calendly.com/bhawes-1/brief_conversation

Disclosures
Investment advisory and financial planning services are offered through Candor Asset Advisors, LLC, a registered investment adviser. Consult your attorney, CPA, real estate agent, or insurance professional for advice in those areas. Links to third-party articles are for informational/marketing purposes only.