Blogs & Podcasts

Why This Week Matters to You - Trade, Hong Kong Adds Uncertainty to an Uncertain Market

Trade Turbulence Investors are getting mixed signals from trade, making short-term stock moves volatile. Although last week finished positive, investors were left confused about trade. While the overarching theme seems to be positive, the week began with the US and China agreeing to roll back tariffs on each other’s goods, per Bloomberg. “In the past […]

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Why This Week Matters to You - Market Hits All-Time Highs as Brexit Gets Another Extension

Consumer Confidence Comes in Below Expectations as the Market Nears All-Time Highs The University of Michigan’s sentiment index rose to 95.5 from 93.2 in September, but that was below estimates that the reading would be 96. The article from Bloomberg highlights how important the consumer has been to the current expansion. They also point out […]

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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.

about the authors

Jake Falcon, CRPC  

 

Founder and CEO
Wealth Advisor


Jake began his career in the financial services industry in 2006. He enjoys creating content that educates individuals on the differences amongst financial professionals.

Jake also like speaking/writing about complex strategies in language non-financial professionals can understand. In his free time, Jake enjoys playing golf, attending sporting events, and traveling with his wife, Rachel.  

Cory Bittner, CRPC  

 

Co-Founder and COO
Wealth Advisor


Cory began his career in the financial services industry in 2010.

He enjoys promoting a message that financial planning doesn’t need to be overly complex or intimidating.  Cory also enjoys educating subscribers on the many options available to individual investors.

In his free time, Cory enjoys playing tennis, reading, and spending time with his wife Cassie.  

James Lewis, CFP®  

 

Director
Wealth Management


James began his career in the financial services industry in 2015.

He enjoys researching and educating on a broad arena of financial topics.  James also is passionate about helping millennial clients prepare their financial futures.

In his free time, James enjoys spending time with family and friends, attending Sporting Kansas City games, and traveling.  

Jesse Wilkins  

 

Associate Director
Investment Analyst


Jesse began his career in the financial services industry in 2018.

His primary area of focus is researching and writing about capital markets.  Jesse is constantly studying and discussing the economy which helps our team make sound investment decisions for our clients.

In his free time, Jesse enjoys watching English Premier League Soccer, traveling, and spending time with friends and family.  

Matt Johnson  

 

Associate Director

Financial Planning

 

Matt is responsible for identifying tax planning opportunities for our clients. He evaluates the details of each financial plan to maximize the tax efficiency. This helps separate our practice from others as he identifies strategies other financial planners may overlook.

Matt earned his Bachelor of Science degree in Finance from the University of Kansas. Matt also holds his Series 7 and 66 licenses.

In his free time, Matt enjoys playing golf, fishing and keeping up with the Kansas Jayhawks.