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.
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There are only four major US metro areas where it is cheaper to buy a home than rent from Redfin
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The article highlights how a significant rise in interest rates and home price appreciation has made renting more affordable than purchasing a home in most of the US. If mortgage rates drop a few percentage points, however, home buying should become relatively attractive again.
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Talking with Aging Parents about Health and Wealth from Advisor Perspectives
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This topic can be tough subject but having the conversation can be worth it. The article highlights what to look for and review.
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Preparing for Success at the Tour de France
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Each July we have the chance to watch the greatest bicycle race in the world. The article highlights the parallels between competing well in the Tour de France and achieving your goals through good financial planning.
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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