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March 2024 Update - Taxes, Real Estate and Investing

 

We hope Spring is starting off well for you. This month’s update covers some timely topics: taxes, real estate, and investment lessons.

 

10 Things You Should Know About Capital Gains From The Hartford Funds – With the tax filing season upon us this document provides a primer on capital gains.

 

What to Know About the New Rules for Buying and Selling Homes From The Wall Street Journal - The National Association of Realtors recently settled with consumer advocates. This article highlights some of the changes coming this summer.

 

Once America’s Hottest Housing Market, Austin Is Running in Reverse From The Wall Street Journal – Austin’s housing market is now showing signs of being weaker than most of the US. The article provides some data points.

 

20 Lessons From 20 Years of Managing Money From Ritholtz Wealth Management – We wrap up with some timeless investing observations.

 

If you have questions or comments just let us know. Our scheduling link is: 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. 

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