To learn more about the Falbaum Investment Group, click on the About Our Team and Our Focus pages. The purpose of the Falbaum Investment Group is to help our clients, their families and community gain peace of mind around financial decisions and realize their hopes, dreams and aspirations.
At the Falbaum Investment Group, we are very proud that Financial Advisors, Vance Falbaum and Aaron Crowley, have received prestigious industry awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Vance and Aaron!
The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. The country’s top next-gen advisors, born in 1980 or later, manage over $900 billion in client assets. Aaron is the only person on the list in Tucson, Arizona to be included in the Forbes recognition. Congratulations, Aaron!
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
Thank you for trusting us as your wealth management partner. Our commitment to you goes beyond sharing our knowledge and expertise. If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
Learn more about the Falbaum Investment Group.
September 30, 2019
Taking stock of the risks facing the stock market
November 4, 2019
Impeachment and investments: Will political turbulence roil the equity market?
November 10, 2017
Wealth Monitor Newsletter
October 25, 2019
November 4, 2017
Cyber Security - Strategies for Staying Safe Online