Going back to school isn’t just for your children or grandchildren. There is a growing trend of retirees continuing their education, and it’s exciting to read and learn about. Retiring from work doesn’t mean that you must stop learning, and it’s never too late to learn new things, even in retirement! It has been well-documented […]
Monday, August 13: OPEC issues its Monthly Oil Market Report. Tuesday, August 14: National Federation of Independent Businesses releases its Small Business Optimism Index for July. Consensus expectations are for a reading of 106.5, slightly down from June’s 107.2. Wednesday, August 15: Bureau of Labor Statistics releases second-quarter labor productivity and costs. Nonfarm productivity is […]
Monday, August 6: The first phase of the restored U.S. economic sanctions against Iran are set to go into effect. Tuesday, August 7: The Bureau of Labor Statistics releases the June Job Openings and Labor Turnover Survey numbers. Wall Street expects openings to climb to 6.7 million. Wednesday, August 8: China releases its trade-balance numbers […]
This week will be one of the busiest weeks of macro news/data in a long time. Additionally, this is another busy week of earnings. Monday, July 30: National Association of Realtors releases June pending home sales data. Monday, July 30: Bank of Japan begins its two-day monetary policy meeting. Tuesday, July 31: Personal Income and […]
Monday, July 23: The main focus this week will be on earnings. This is the peak week of earnings season as 35% of S&P 500 companies are set to report their second quarter results. Wednesday, July 25: European Commissioner Jean-Claude Juncker and EU trade chief Cecilia Malmstrom meet with President Trump in Washington on how […]
To continue our series of highlighting the different phases of retirement, we’ve reached our third and final phase: The No-Go Years. The previous posts covering the Go-Go years can be found here and the Slow-Go years can be found here. Often the No-Go stage of retirement begins around 80 or 85 years old. However, some […]
Monday, July 16: President Trump and Russian Leader Vladimir Putin are expected to meet in Helsinki. Among the topics up for discussion: civil war in Syria, Russian aggression in Ukraine, and North Korea’s nuclear weapons. Tuesday, July 17: Federal Reserve Chairman Jerome Powell is set to deliver his semiannual monetary policy report to the Senate […]
Monday, July 9: President Donald Trump is expected to announce his pick to replace Justice Anthony Kennedy. Tuesday, July 10: National Federation of Business releases its Small Business Optimism index. Wednesday, July 11: Israeli Prime Minister Benjamin Netanyahu is expected to meet with Russian President Vladimir Putin in Moscow. Thursday, July 12: Bureau of Labor […]
Continuing our theme of highlighting the different phases of retirement (Go-Go Years, Slow-Go Years, No-Go years), I’d like to advance to phase two, the Slow-Go years. If you’re looking for the first post in this series on the Go-Go Years, you can find it here. The Slow-Go years typically begin 10-15 years after retirement. For […]
Monday, July 2: U.S. Commerce Department releases May construction spending data. Analysts are looking for just a 0.7% increase after a robust 1.8% rise in April. Tuesday, July 3: All U.S. markets close early in advance of Independence Day. Wednesday, July 4: All U.S. markets are closed in celebration of Independence Day. Thursday, July 5: […]
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.