The financial planning world has its eyes transfixed on the Secure Act as the new year commences. The legislation is one of the most impactful on our industry in several years. With it, comes several changes investors must be aware of. For one, 401(k) plans will see a rise in annuity options available. The Secure […]
Last week’s blog was an introduction to the Roth IRA and the intricacies of the tool. We highlighted the perks the Roth can provide and who can use it. We also discussed the barriers the IRS has put in place to make a direct contribution. What we didn’t dive into, however, is the backdoor that […]
In 1997, a new retirement tool became available to Americans. This vehicle – also referred to as the Roth IRA – provided new opportunities to those planning for retirement. It was named after Senator William Roth who was the chief legislative sponsor. Before investors had been saving into their 401(k) and IRA accounts through tax […]
Happy New Year! Click Here Please forgive the audio quality in this week’s episode, apparently Cory failed to turn on his microphone. It’s kind of like Penn and Teller, haha. Cory & I give a nice recap of the past decade, it was a fun show to record to say the least. “Yields Rise as […]
Plenty of attention has been on Washington recently for a multitude of reasons. News that retirees should be paying attention to has been spurring. The most important news for those in the midst of retirement planning is the Secure Act. Unlike most items on the agenda these days, the Act passed with almost complete support […]
As you know there’s plenty of news swirling around Washington right now. More and more of this information seems to be polarizing. However, there seems to be something rising through the ranks with full support from both parties. It also happens to be extremely important for those planning for retirement! This is something you need […]
This time of the year is busy for everyone. People are making lists, checking them twice and running around with countless things to do amid the holiday buzz. With so many things to do, sometimes it’s easy to lose track of our priorities. One thing you can make sure you’re completing before the end of […]
Are you aware of the choice’s charities are making behind the scenes? Are you sure your donations are making an effective impact on the causes you’re passionate about? It’s important to do your due diligence. Organizations you contribute your hard-earned money to should go through a careful vetting process. If this isn’t something you’ve put […]
Plenty of people are discussing the benefits of a donor advised fund for individuals, but even fewer are discussing the opportunities a donor advised fund can present for charities’ fundraising. As you know, charities are constantly looking for ways to increase their donations to make a bigger impact on the cause they are geared […]
At Falcon Wealth Advisors, we are constantly evaluating ways to improve our clients’ financial plans. There are endless strategies to consider and each client has a unique plan. Sometimes, clients can find themselves with a high concentration of appreciated company stock in their portfolio. In order to help manage risk, we may look at diversifying […]
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 Johnson, CTS™
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. He was recently awarded the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™). This designation focuses on personal income taxes and methods to reduce tax liability.
In his free time, Matt enjoys playing golf, fishing and keeping up with the Kansas Jayhawks.