In this week’s episode of Upticks, “Working with a CFP® November ’19 Edition”, Jake Falcon, CRPC® and James Lewis, CFP® take a deeper dive into savings plans for children. They begin by discussing 529 Plans. They take an in-depth look at who can open a 529 Plan, who can be a beneficiary, how a 529 […]
This week’s guest on Central Missouri Alumni Stories, Billy Knabe, says “Mr. Lonely” by Midland is his current go-to song. Watch this week’s episode to hear about much more than Billy’s karaoke jams. He played on the UCM Golf Team, studied Graphic Arts Management, pursued a career as a professional golfer after college and now […]
Tune in to this week’s episode of Upticks, “How to Retire”, where Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss 3 things to consider when planning for retirement. Everyone wants to retire, but not everyone knows how to actually get there. Jake and Cory discuss 3 things they think everyone should consider. First, they discuss […]
This week’s episode of Upticks, “4th Quarter Tax Planning”, Jake Falcon, CRPC® and Matt Johnson talk about tips for lowering your taxes. As we approach the end of the year, it’s time to start thinking about end of year tax planning! In this episode of Upticks, Jake and Jesse cover 5 tax planning strategies to […]
On this week’s episode of Upticks, “The Truth behind Mutual Funds”, Jake Falcon, CRPC® and Jesse Wilkens have a candid conversation about mutual funds. During their conversation, Jake and Jesse define what a mutual fund is and discuss their thoughts on mutual funds. During their discussion, Jake and Jesse discuss why we choose not to […]
This week on Central Missouri Alumni Stories, Cory Bittner interviewed Logan Freeman. Watch or listen to this week’s episode to hear Logan’s inspirational story. A football player at UCM followed by a brief, humbling experience with the Oakland Raiders, Logan has the perspective to identify what were key turning points & transformational periods in his […]
Check out the latest episode of Upticks “Prepping for a Marketing Crash” where Jake Falcon, CRPC and Jesse Wilkens reflect on last year’s 4th quarter, what happened during the 3rd quarter, and our expectations as we finish out 2019. Jake and Jesse begin by recapping some big topics that have occurred recently; including why the […]
On this week’s episode of Central Missouri Alumni Stories, Cory Bittner interviewed a fellow podcaster. He talked with Eric Hughey, Founder of GenWhy Leaders Podcast and Media Account Executive at Informa. Eric received both his Bachelor’s and Master’s Degree from UCM. He’s held a few different professional positions in his career in which he shares […]
Check out the latest episode of Upticks “Understanding Your Options” where Jake Falcon, CRPC and Cory Bittner, CRPC discuss the various options you have involving your 401(k) and various investment options. Jake and Cory discuss leaving your funds in your 401(k), cashing it out and putting it in your checking account, rollover your 401(k) to […]
On this week’s installment of Central Missouri Alumni Stories, Cory Bittner had a very special guest. He talked with Courtney Goddard, V.P. of Advancement and External Engagement Executive Director, UCM Alumni Foundation. While Courtney completed her undergraduate studies at Florida State University, she attended Law School at Mizzou and was a practicing attorney for many […]
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.