The Retirement Report – New IRA Rules – January 6th – January 10th


“The SECURE ACT and Your IRA”

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This week on “Upticks”, Matt and I discuss an important update to the rules regarding IRAs. Personally, by being a Chartered Retirement Planning Counselor (CRPC®) this is right up my alley. We will be sure to keep you updated as the rules change and we look forward to meeting with our clients to adjust their financial plans accordingly.

“Where is the Market Headed in 2020?”

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This week, Jesse gives a great explanation as to what happened in the market for 2019 and what we will be paying close attention to in 2020. As always, please let us know if you have any questions or concerns.

“Roth IRA: The Tax Efficient Planning Tool”

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Have you ever heard of a Roth IRA? Even if you have, Matt’s article gives a rundown as to what a Roth IRA is and who should consider using one. Roth IRAs are our first quarter theme for 2020 so we plan on sharing more information as the year progresses.

“This is Marketing” by Seth Godin
Book Review by Jake Falcon

I know, I know, why in the world is a Wealth Advisor reading a book about marketing? As the years have passed, I’ve become fascinated as to why we as humans make the choices we do. Seth’s book does an excellent job of drilling down to how business owners should get their messages across. For example, he illustrated how the Grateful Dead had a unique way of producing music to a specific group of people (their raving fans) who truly appreciated what they were doing. In conjunction, at Falcon Wealth Advisors, we have understood since our founding that we aren’t a once size fits all group, but rather, we cater to a unique clientele. We specialize in retirement planning and we don’t hide behind investment products. Our clients are smart, hard-working, intelligent people who value integrity, transparency and choose to work with fiduciaries (advisors who are legally bound to only act in their best interest). “This is Marketing” gave me further confidence that we are doing the right things for our clients, by not trying to be all things to all people. As a result, our clientele can continue to expect us to focus on retirement planning, as well as maintain our emphasis on transparency by not using investment products.

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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.