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July 2023 Update: Thoughts on Real Estate, Estate Planning and Financial Planning

I hope you are enjoying the summer. This month's update provides a good framework for US housing, estate planning, and financial planning. 

If you would like to chat sometime soon my scheduling link is: https://calendly.com/bhawes-1/check-in

Sincerely, 

William E. Hawes, CFA, CFP

President and Chief Investment Officer

Candor Asset Advisors

 

bhawes@candorassetadvisors.com

 

512 522-8501

Disclosures

Investment advisory and financial planning services offered through Candor Asset Advisors, LLC, a registered investment adviser. See other disclosures in your financial plan documents and/or on www.candorassetadvisors.com/research

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