The Retirement Report - "Life in the Fast Lane" November 4th - November 8th


“Surely make you lose your mind” – Eagles

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Don’t let the thought of retirement planning “make you lose your mind.” At Falcon Wealth Advisors we have a team of professionals to help you plan for and retire with confidence. In Episode 65 of “Upticks” Cory and I go over 3 key considerations to understand as you enter the “Fast Lane” of retirement. (Side note Cory’s not waving to the camera in the picture, he’s showing off his wedding band, haha)

“Equity Market Gets a Boost from the Labor Market”

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This week Jesse explains key employment numbers and how they may translate into the market. He also gives a nice update on interest rates (spoiler alert they’re lower) and China.

“Maximizing the Benefits of a Donor Advised Fund”

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If you currently donate to a charity or multiple charities but don’t have enough deductions to itemize your donations on your taxes, then Matt’s article may prove valuable. Be sure to contact him if you have any questions.

Episode 65: “How to Retire”

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 If you’re like me then you probably find more time to listen to podcasts than watch YouTube videos. Don’t forget that we also publish our content on iTunes, Spotify, and SoundCloud as well!


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.