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.
Investing
Second Quarter 2024 Investment Environment (April 2024)
The Challenges and Opportunities in Equities (November 2023)
Recent Bank Failures and Investment Implications (March 2023)
Inflation, Rate Hikes, and Recessions, Oh My! (June 2022)
Long-Term Investors Keep Calm and Carry On (June 2022)
Investment Implications of the Russia/Ukraine War
(February 2022)
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.
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.
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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.
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