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.
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.
All the best,
Bill Hawes, CFA, CFP®
President & Chief Investment Officer
Candor Asset Advisors, LLC
Investment advisory and financial planning services offered through Candor Asset Advisors, LLC, a registered investment adviser