As you know, the tax landscape in America has evolved over the last two years. What does this mean for the common taxpayer like you and me? It means different opportunities have arisen to provide tax benefits – we just have to find them. A great example that’s gaining more and more popularity is the […]
Sector Monthly Review The frequently used phrase “sell in May and go away” came true, with May the worst returning month of 2019 thus far. We spoke in our April month in review about risk on sentiment returning to the market, with the exact opposite true during May. The traditional defensives (Real Estate, Utilities, Health […]
April in Review Sector Monthly Review April saw the return of “risk-on” sentiment, meaning investors were more willing to invest in sectors that are considered cyclical. Risk on sentiment typically means that investors continue to expect a strong economy because cyclical sectors outperform when consumer demand and the economy are strong. This risk-on sentiment was […]
What do I need to know about annuities & do I need one for income in retirement? The short answer is you probably don’t need to know much more than an annuity is an insurance product that typically comes with expensive fees, and no, you don’t need one in retirement. However, let’s take a closer […]
March Month in Review The S&P 500 ended March up a modest 1.24% (compared with the returns in February and January), but it wasn’t smooth sailing throughout the month, and leadership came from different groups than before. The best day for the month was March 11th, when the index went up 1.47%. There weren’t necessarily […]
Month in Review Events of the Month Late last year and early into this year, the government was shutdown due to a dispute over funding for a wall on the southern border. It was temporarily re-opened January 25th and then faced another shutdown in mid-February. On Friday, February 15th the House and Senate passed a […]
As of this writing, after a shaky start to the year, the S&P is up 3.07%, the Dow Jones Industrial Average is up 2.44% and the NASDAQ is up 4.61% for the year. We have seen multiple +1% days already this year and sentiment in the stock market is seemingly positive. I want to take […]
December caps ultimately, a disappointing year in the stock market. The so-called “Santa Claus rally” never came, and as of this writing the major indexes are down over 14% in the last month of the year. If you had told someone before October that 2018 was a disappointing year in the equity market, they would’ve […]
Jill Schlesinger, a Certified Financial Planner, and the business analyst for CBS News wrote a helpful article that was published in Barron’s on November 30, 2018. With the new tax cuts that were implemented in 2018, now is a great time to have conversations with your Accountant and Wealth Advisor to start the tax-planning process. […]
November has been an interesting month and one in which the market was hoping for a boost after the volatility experienced in October and tepid interest in equities. As written before, historically markets receive a boost in the aftermath of mid-term elections. The reason typically cited for increasing exposure in the equity market after mid-terms […]
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.
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, CTS™
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. He was recently awarded the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™). This designation focuses on personal income taxes and methods to reduce tax liability.
In his free time, Matt enjoys playing golf, fishing and keeping up with the Kansas Jayhawks.