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Research

We research a variety of topics so we can help you achieve your goals. To view our presentations click the topic below or contact us.

Financial Planning

Secure Act 2.0 Highlights (February 2023)

US and Austin Residential Real Estate (October 2022)

Retirement Planning (April 2019)

Disability Considerations (October 2018)

Healthcare & Long-Term Care (September 2017)

Periodic updates provide information on investing and financial planning topics. Our latest editions are below.

January 2024

December 2023

November 2023

October 2023

September 2023

August 2023

July 2023

June 2023

May 2023

April 2023

March 2023

February 2023

January 2023

Investment strategy commentaries are provided to clients on a quarterly basis. The commentaries highlight investment performance, portfolio positioning and areas of opportunity.

To sign up to receive our research when it becomes available please email us at info@candorassetadvisors.com.

We are also available to answer your questions and/or receive your feedback from our research. To schedule a brief conversation, please contact us

*Mutual Funds, Exchange Traded Funds (ETF’s) and Real Estate Investment Trusts (REITs) and commodity funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

 

Candor Asset Advisors, LLC is not responsible for the content, privacy and security of a third-party website.

 

All investing involves risk. Neither asset allocation nor diversification guarantee a profit or protect against loss in a declining market. It is a method used to help manage 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.

For more information about our services and fees, please see our ADV Part 2 Brochure

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