You’ve worked hard for your company over the years. As a result, you’ve reaped the benefit of appreciated company stock. This scenario is one example our clients look for our guidance with. This stock sometimes represents a large portion of their portfolio. They look to figure out how this is impacting their financial plan and […]
“Surely make you lose your mind” – Eagles Click Here Don’t let the thought of retirement planning “make you lose your mind.” At Falcon Wealth Advisors we have a team of professionals to help you plan for and retire with confidence. In Episode 65 of “Upticks” Cory and I go over 3 key considerations to […]
The changing tax landscape in America over the last few years has opened new doors of opportunity for Americans. One of the major changes to the tax code has been the standard deduction. The IRS raised the standard deduction dramatically and has made it harder for Americans to achieve the ability to itemize their deductions. […]
As the holiday season approaches, people tend to spend more time together with family and friends. There’s often pressure to bring gifts and contributions to the gatherings. Lucky for you, you can bring a gift that will keep on giving. That’s right! Asking your family and friends if they’re aware of the option to take […]
With a blink of an eye, 2019 has flown by. It’s hard to believe it’s already October. With the holiday season right around the corner, planning becomes a central part of our lives. We begin to think about holiday parties, family traditions, and other festivities. The fun activities become top of mind for everyone. If […]
Meredith has always had a reputation for her strong work ethic. This hard work has paid dividends with the companies she’s worked for. Now, she is reaching the tail-end of her career and beginning to think about life beyond work. She’s diligently saved to provide for herself in retirement. However, charitable donations are also important […]
Mary is a hardworking individual who lives in the Kansas City area. As a matter of fact, she has been working at the same company for nearly 20 years now. She has enjoyed watching the company continue to grow. In the meantime, she has been fortunate enough to reap the benefits of her highly appreciated […]
As we continue with our charitable donations tax planning theme, we find it important to continue to explain different charitable giving vehicles that can be implemented into a financial plan. For this reason, we will be releasing blogs revolving around charitable trusts and their benefits. There are two main categories of charitable trusts we focus […]
Here at Falcon Wealth Advisors, we continue to take a deep look our client’s financial plans find opportunities to help. One theme we have been focusing on lately is maximizing the efficiency of everyone’s charitable giving. One tactic to do this is the use of a Donor Advised Fund. More information on how a Donor […]
Countless people are retiring each year and packing up their things to head out on a new adventure. Not only are they beginning their retirement journey, but they are also moving to a new geographic location. We are releasing a series of blogs full of important tax factors to consider if you are looking at […]
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 wife Cassie.
James Lewis, CFP®
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.
Matt is responsible for identifying tax planning opportunities for our clients. He evaluates the details of each financial plan to maximize the tax efficiency. This helps separate our practice from others as he identifies strategies other financial planners may overlook.
Matt earned his Bachelor of Science degree in Finance from the University of Kansas. Matt also holds his Series 7 and 66 licenses.
In his free time, Matt enjoys playing golf, fishing and keeping up with the Kansas Jayhawks.