The Retirement Report - 2020 Market Outlook - January 13th - January 17th


“Market Outlook for 2020”

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This week on “Upticks” I bring Jesse back on the show to discuss what we are paying close attention to for 2020. The key is not losing all of the gains we just made in 2019.

“Real Questions, Real Answers”

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NEW SEGMENT ALERT – Between the two of us Cory and I literally have hundreds of meetings a year where we discuss retirement planning. We thought it would be a good idea to address common questions in the NEW section of the Retirement Report titled “Real Questions, Real Answers.” Please feel free to send me any questions you have and maybe Cory will answer them in this NEW weekly blog.

“Tensions Flare in Iran Amid Impeachment, Soft Jobs Report”

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This week Jesse takes a deep dive into the Iran conflict, the jobs report, and gives an update on the pending impeachment.

“The Backdoor Roth Contribution”

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For those of you who are still working and are not eligible to contribute to a Roth IRA, there may still be potential to do so. Read Matt’s blog to learn what the IRS allows concerning “back door” Roth IRA contributions. As always it’s a good idea to confirm with your tax advisor before implementing any tax strategy.

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Falcon Wealth Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.