July 2022 Update: Current Investment Headwinds and How to Think About Them, How to Maximize Education Saving, 5 Essential Caregiving Tips

I hope you enjoyed the July 4th weekend. This month's update covers a few items. 

First, Candor’s Third Quarter 2022 Investment Environment presentation is attached. It answers such questions as:

  • What are the latest COVID-19 trends and how is this impacting the global economy?

  • How is the Russia/Ukraine war impacting inflation and economic growth?

  • Are Central banks changing their policies and what does this mean for asset returns?

  • With the stock market now in a bear market what investment strategy has worked best?

 

Second, given the fall academic year is starting in a few months, attached is a PDF for parents and grandparents on ways to maximize 529 education savings accounts.

 

Third, if you are carrying for a loved one or think you may soon, below is a timely video link: 5 Essential Tips for Caregiving.

https://abm.emaplan.com/ABM/MediaServe/MediaLink?token=30f7f034b11c40e3adef5ddfb17ab555

If you would no longer like to receive our updates just respond to this email and we will make a note of it.

Lastly, now may be a good time to catch up. To schedule a time to chat please just click my scheduling link below.

https://calendly.com/bhawes-1/check-in

All the best,

Bill Hawes, CFA, CFP®

President & Chief Investment Officer

Candor Asset Advisors, LLC

512 522-8501

bhawes@candorassetadvisors.com

www.candorassetadvisors.com

 

Disclosures:

Investment advisory and financial planning services offered through Candor Asset Advisors, LLC, a registered investment adviser