This week includes an important vote in Europe and focus on earnings season kicking off with financials. First, we will recap what happened last week. CPI The Consumer Price Index was down in December – something that’s good for the American consumer. The reasoning behind the drop focused largely on the combination of lower gas […]
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 […]
This week I will be focusing on four things – earnings, Powell’s speech at the Economic Club at Washington, US CPI and US-China trade talks. Earnings Companies are reporting earnings this week, with Q4 reporting to begin in earnest next week. For me, the key won’t necessarily be the companies that are reporting, but […]
Richard Flahive, Laurie Kamhi, and Jake Falcon were featured on HighTower’s Collective Wisdom Podcast this week discussing what they wish financial planning clients would ask. Subscribe here to receive exclusive new content from Falcon Wealth Advisors.
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 […]
I took it upon myself to devote time this past year to reading, and I can definitely say some of the things I learned have changed my life for the better. As I haven’t dedicated much time to reading in years past, it was fun this year to sit down and take a moment to […]
Jake Falcon, Laurie Kamhi, and Richard Flahive were featured on HighTower’s Collective Wisdom Podcast earlier this week discussing valuations, both domestically and abroad. Subscribe here to receive exclusive new content from Falcon Wealth Advisors.
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.
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about the authors
Jake Falcon, CRPC
Founder and CEO
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
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.
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.
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.