Jake Falcon quoted in “I’m a Retirement Planner: 6 Things You Shouldn’t Do at the Start of the New Year”

By Luke Sullivan on January 24, 2025

“I’m a Retirement Planner: 6 Things You Shouldn’t Do at the Start of the New Year” By Angela Mae, GOBankingRates

Jake Falcon, Founder and Wealth Advisor at Falcon Wealth Advisors, told GOBankingRates, “With the stock market bumping up against all-time highs, now may be the time to rebalance your portfolio and [get] things aligned with your financial plan,” going on to say, “Interest rates, broadly speaking, are much higher than they were a few years ago … If there is an alternative to taking on a large amount of debt, like buying a new home or car, I would wait until interest rates cool off.”

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