The Retirement Report - Happy Thanksgiving November 25th - November 29th


Happy Thanksgiving!

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Did you ever think financial advisors would have tips for Thanksgiving? Well, we do. Tune in to Episode #68 of Upticks where Cory and I share some useful information.

“Trade Risks Re-Emerge as Hong Kong Holds Referendum on Carrie Lam”

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This week Jesse unpacks Treasury yields, Trade, and more.

“A Beneficiary Often Overlooked”

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As part of our advanced planning initiative, we’ve uncovered an unusual strategy to help potentially lower your taxes, receive income, and give to charity. WARNING; the strategy is complex so please feel free to reach out to us to set up a meeting if you would like a further explanation.

Thanksgiving HoursĀ 

Thursday, November 28th CLOSED

Friday, November 29th closed at 12:30 PMĀ 

We have so much to be thankful for this year. We hope you and your family have a great holiday!


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.