We hope May is starting well for you. This month’s update covers:

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• Education Planning and Gifting from Candor Asset Advisors – We have compiled valuable information on education costs, gifting rules, and 529s versus other ways to fund education expenses.

• A powerful force has been holding back the housing market. It’s finally easing from The Washington Post – The author highlights that the percentage of homeowners with mortgages less than 4% continues to fall. This trend means a greater number of homeowners may be willing to sell their homes, home inventory may grow, and housing pricing pressures may ease.  

• Market Update from Candor Asset Advisors – We provide valuable data on equities, fixed income, real estate, and the economy.

If you would like me to go through the education & gifting presentation with you or cover anything else, just let me know. 
 
Sincerely,
Bill Hawes, CFA, CFP
President and Chief Investment Officer
Candor Asset Advisors
 
O: 512 522-8501
C: 512 470-6106
 
bhawes@candorassetadvisors.com
www.candorassetadvisors.com
to schedule a conversation: https://calendly.com/bhawes-1/brief_conversation

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.