Monday, October 15: The Census Bureau reports retail sales data for September. Economists expect a 0.6% jump after increasing 0.1% in August. Excluding autos and gas, sales are also seen rising 0.6% after a 0.2% bump in August. Tuesday, October 16: The Federal Reserve releases industrial production data for September. Economists forecast a 0.2% rise […]
As the 3rd quarter ended, we recap what happened during the 3rd quarter and what’s important to pay attention to as we close out the year and move into 2019. Economic Landscape Business cycle indicators are showing a mixed bag on where we stand in the business cycle depending on the data we observe. Corporate […]
Summary in brief Wednesday’s price action was extreme, but when taking a historical perspective, within “normal” conditions. The causes of the sell-off are rational – concern over rising rates, earnings missing lofty expectations, or potential weaker global economy due to trade wars. While all concerns are valid, our point of view at HTWM Investment […]
This Week Today: October 8 – 12 Monday, October 8: The U.S. bond market is closed in observance of Columbus Day. Markets are closed in Canada and Japan for Thanksgiving and Health and Sports Day, respectively. Tuesday, October 9: The National Federation of Independent Business reports its Small Business Optimism Index for September. Economists forecast […]
Jake Falcon, Richard Flahive and Laurie Kamhi were featured on HighTower’s Collective Wisdom Podcast earlier this week discussing what keeps their clients up at night as we head into the fourth quarter. Subscribe here to receive exclusive new content from Falcon Wealth Advisors:
Laurie Kamhi, Richard Flahive and Jake Falcon were featured on the Collective Wisdom Podcast last week discussing social investing, and investor interest surrounding it. Listen here: Subscribe here to receive exclusive new content from Falcon Wealth Advisors.
Monday, October 1: The Nobel Committee announces this year’s prize for Physiology or Medicine, followed by four more awards through Oct. 8. Economics is the final prize awarded, next Monday. Monday, October 1: The Kansas City Chiefs travel to Denver to take on the Broncos for Monday Night Football. Kickoff is at 7:15 PM CT. […]
Matt Harris, Jake Falcon and David Molnar were featured on Chuck Jaffe’s MoneyLife show last week discussing the potential yield curve inversion, and if that means a recession is on the horizon. Listen here: Subscribe here to receive exclusive new content from Falcon Wealth Advisors.
I was fortunate to play in the Bishop Sullivan Center’s 23rd Annual Golf Tournament at Loch Lloyd yesterday. A good friend’s law firm has long been involved with the organization and invited me to participate. While it was a beautiful day on a picturesque course, the highlight was learning more about the organization and how […]
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
Jake founded Falcon Wealth Advisors in 2016.
Jake's role at Falcon Wealth Advisors is focused on meeting with clients and managing portfolios.
As CEO, Jake oversee's the vision of Falcon Wealth Advisors.
Jake began his career in the financial services industry in 2006.
Cory Bittner, CRPC
Cory co-founded Falcon Wealth Advisors in 2016.
Cory's role at Falcon Wealth Adivors is focused on meeting with clients and managing portfolios.
As Chief Operating Officer, Cory oversees the day to day operations of Falcon Wealth Advisors and helps with team development.
Cory began his career in the financial services industry in 2010.