December 2021 Update: Stock Market, Caregiving, and Career Planning Content
We hope you are staying safe and having a wonderful holiday season. Below is some content that may be of interest to you.
We presented on the topic to the AAII Austin and San Antonio Chapters right before Thanksgiving. The US stock market is elevated suggesting more muted returns over the next 3-5 years. Keep your investment horizon, financial goals, risk profile and financial plan in mind regarding asset allocation.
Individuals are leaving jobs in record numbers. Before you take the plunge, know the things to consider and address before leaving your current job.
* 5 Essential Tips to Caregiving Video
With friends and families gathering for the holidays, now may be a good time to start thinking about the elephant in the room: how elders may need care and how you can begin planning for it. The 1-2 minute video link is below.
With employee open enrollment winding down and year end planning in full bloom you may have some questions. To schedule a time to chat just click the scheduling link below.
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Have a Merry Christmas and a Happy New Year,
William E. Hawes, CFA, CFP®
President & Chief Investment Officer
Candor Asset Advisors, LLC
Investment advisory and financial planning services offered through Candor Asset Advisors, LLC, a registered investment adviser. Links to third-party are provided for informational/marketing purposes only. Candor Asset Advisors does not endorse or support the contents or opinions of third-party links. Candor Asset Advisors is not responsible for the content, privacy and security of a third-party website. All investing involves risk. Past performance is not a guarantee or predictor of future performance. Financial plans are hypothetical in nature and intended to help you in making decisions on your financial future based on information that you have provided and reviewed. Assumptions need to reviewed regularly. The financial plan does not constitute advice in the areas of legal, accounting, real estate and tax. It is your responsibility to consult with appropriate professionals in those areas.