December 2024 Update: Challenges and Opportunities in Stocks, 2025 Tax Figures to Know, Political Parties and Stock Returns

We hope you are having a great holiday season and Happy New Year! This month's update covers our thoughts on stocks, tax information to know, and stock market returns & political parties.

The Challenges and Opportunities in Stocks Presentation - I presented to the Austin/San Antonio, Cleveland, Michigan, and New York City American Association of Individual Investor (AAII) Chapters in mid-November. Some items I covered were:

How stock bear markets and recessions are often related to one another
How stocks often perform during periods of falling rates
If value, small-cap, momentum, growth, and quality funds look attractive today
Individual stocks that warrant consideration

2025 Tax Rates, Schedules, and Contribution Limits from Franklin Templeton -With the tax season approaching, we are passing along some 2025 tax figures to know.

How Political Parties In Power Influence Markets from Hartford Funds - In today's heated political environment, individuals often ask how will the party in power impact their investments. History shows that the stock market has generally risen regardless of the party in power.

Any questions or comments are welcome.

Now may be a good time to catch up, to schedule a conversation:
https://calendly.com/bhawes-1/brief_conversation

Sincerely,

Bill Hawes, CFA, CFP
President and Chief Investment Officer
Candor Asset Advisors®

bhawes@candorassetadvisors.com
512 522-8501

www.candorassetadvisors.com

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