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 2022 Investment Environment

The Challenges and Opportunities in the US Stock Market (February 2022)

International Equity Investing (October 2020)

 

Enhanced Index Investing (December 2017)

Passive versus Active Investing (June 2017)

Financial Planning

Retirement Planning (April 2019)

Disability Considerations (October 2018)

Real Estate (May 2018)

Healthcare & Long Term Care (September 2017)

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

April 2022

March 2022

February 2022

January 2022 

December 2021

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