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: […]
Monday, June 25: The Chicago Federal Reserve posts its national activity index for May. Tuesday, June 26: The Conference Board releases its Consumer Confidence Survey for June. Wednesday, June 27: National Association of Realtors reports May data for pending home sales. Analysts call for a 1.3% increase after April’s 1.3% drop due to inventory shortages. […]
Monday, June 18: The Senate Judiciary Committee holds hearing on the inspector general’s initial report on the Department of Justice and FBI’s investigative actions ahead of the 2016 presidential election. Tuesday, June 19: U.S. Census Bureau reports May housing starts. Analysts expect the level to expand to a seasonally adjusted annual rate of 1.309 million […]
It is often said that retirement consists of three phases: the Go-Go years, the Slow-Go years, and the No-Go years. It’s been my experience that when people dream about retirement early in their careers, and commit more time to planning for it later, this is the phase that people think about. The Go-Go years are […]
Tuesday, June 12: President Donald Trump is expected to meet with North Korean leader Kim Jong-un. Trump hopes to persuade Kim to give up his nuclear arsenal in exchange for relief from U.S. economic sanctions. Tuesday, June 12: Economists see inflation holding steady at 2.5%. Wednesday, June 13: The FOMC unveils its decision on interest […]
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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
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.