We hope you have a Wonderful Thanksgiving. This month's update highlights the material I presented to the Austin/San Antonio, Cleveland, New York City, and Sacramento American Association of Individual Investors (AAII) Chapters on stocks, fixed income, and gold on Wednesday, November 19th. 
 
"What to Know About Equities" PDF from Candor Asset Advisors - We highlight some topics, including
* Past recessions, stock bear markets, and soft landings
* Current recession indicator model readings 
* Mega cap concentration and the AI spending boom
* The US is significantly overweight in global equity indices relative to global GDP and the world's population
* Opportunities in US value, global small caps, and low volatility funds 

The Appendix PDF from Candor Asset Advisors - The PDF covers supplementary material that didn't make the presentation, including
* Artificial Intelligence
* Areas in fixed income that are attractive
* Equity sector and stock ideas 
* Gold and Bitcoin

What to Know About Equities Video Presentation and Q&A from AAII and Candor Asset Advisors -
The entire event was 90 minutes and consisted of the following chapters 
* Chapter announcements 6 minutes
* Main Presentation 39 minutes 
* Q&A with Appendix references 45 minutes 

Now may be a good time to catch up. If so, my scheduling link is below. 

Have a Happy Thanksgiving!
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
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.