What Do IPO’s Mean for Everyday Investors? On Thursday, Zoom and Pinterest went public. Pinterest priced at $19 per share, while Zoom priced at $36 per share. We’ve talked a lot about the recent IPO’s, but what do they mean for the everyday investor? And how do the recent IPO’s show the change in private […]
Should I invest through active mutual funds or through passive index funds? This is one of the most hotly contested debates in investing. Everyone seems to have an opinion. At Falcon Wealth Advisors, we believe in taking a semi-active approach. We believe in buying individual stocks and bonds for our clients and managing the investment […]
Should I hire a fiduciary or a broker to help me plan for retirement? First, it’s important to understand the difference. A Fiduciary has a defined legal obligation to act in the client’s best interest and is legally required to do so per to the Investment Advisers Act of 1940. As the name implies, Investment Advisors (Fiduciaries) […]
What is an exchange-traded fund (ETF)? An investment product that tracks a stock, bond, commodity, or any other asset classes index. ETF’s trade throughout the day on an exchange like a common stock. Conversely, Mutual Funds, covered here, are priced once at the end of the day. Similar to mutual funds, an investor that purchases […]
What is a mutual fund? An investment product that is usually actively managed by a portfolio manager, or team of portfolio managers, that pools money from many investors to purchase securities. Securities purchased by mutual funds are typically stocks or bonds, but there are also mutual funds that invest in money market alternatives, real estate, […]
Private Practice “Of all the rocks upon which we build our lives, we are reminded today that family is the most important” – President Barack Obama Have you ever been inspired by something or someone? Inspiration goes beyond curiosity, beyond marveling at someone else’s achievement. You can be aware of many terrific people, worthy […]
What is an Annuity? An annuity is a contract between an investor and insurance company in which the investor typically makes a lump sum payment or series of payments throughout their life in exchange for a regular income stream in retirement. In other words, an annuity is type of product that is typically sold by […]
What is a bond & why do I need them in my portfolio? A bond is designed to be a “loan” to a corporation, municipality, or government. Instead of purchasing ownership like a stock investor would, a bond investor is lending money to an institution for an interest payment, and eventually, a return of principle. […]
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 […]
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 fiancé Cassie.
Associate 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.