November 2023 Update: Challenges and Opportunities in Equities
I hope you are having a good November and you have a great Thanksgiving. Our monthly update covers some pressing investor questions: where do we see risks in stocks and what areas of the market are attractive?
The Challenges and Opportunities in Equities - I recently spoke with the Houston Chapter of The American Association of Individual Investors (AAII) on this topic. I discuss the challenges before us: elevated recession risk, higher than-normal inflation, and above-average stock valuations. I also highlight areas of the stock market that are attractive by geography, factor, industry, and sector. Please let me know if you have questions and/or comments. Any feedback is also appreciated.
Now may be a good time to catch up. If so, please let us know when you are available or use my scheduling link: https://calendly.com/bhawes-1/check-in
William E. Hawes, CFA, CFP®
President and Chief Investment Officer
Candor Asset Advisors
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.