We hope you enjoyed the Memorial Day weekend. This month’s update highlights the importance of updating your estate planning documents and protecting yourself from identity theft. We also provide valuable data on long-term returns of stocks, fixed income, gold, and real estate. The articles have also been uploaded to your Money vault/articles folder so you can reference them later. 

Historical Returns For Stocks, Bonds, Cash, Real Estate, and Gold from Ben Carlson - We like this piece as it provides good data that stocks have outperformed other asset classes since 1928, asset classes rarely produce negative returns over individual decades, and stock returns year to year are unpredictable.

Protecting Your Financial Information Online – We highlight seven ways to protect your financial identity online.

His Ex Is Getting His $1 Million Retirement Account. They Broke Up in 1989 from The Wall Street Journal – This actual real-life story reinforces the importance of updating your estate planning documents. It also sheds light on how the courts view payable-on-death forms.

Now may be a good time to catch up. My scheduling link is: https://calendly.com/bhawes-1/brief_conversation

Sincerely,
Bill Hawes, CFA, CFP
President and Chief Investment Officer
Candor Asset Advisors
 
O: 512 522-8501
C: 512 470-6106
Alt: 737 265-3782
bhawes@candorassetadvisors.com
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 agent, or insurance professional for advice in those areas. Links to third-party articles are for informational/marketing purposes only.