In this episode of Upticks, “Market Outlook for 2020”, Jake Falcon, CRPC® and Jesse Wilkins talk about their thoughts on the market for the upcoming year. Jake and Jesse discuss rebalancing your portfolio, a possible asset to keep your eye on, and the conflict between the US and Iran. If you’re curious about what the […]
In this episode of Upticks, “The Secure Act and Your IRA”, Jake Falcon, CRPC® and Matt Johnson, CTS™ discuss the Secure Act and the impact it could have on your IRA. Jake and Matt cover required minimum distributions, IRA contributions, and beneficiary designations. If you’ve had questions about the Secure Act, you’ll want to check […]
In this episode of Upticks, “The New Year’s Episode, Jake Falcon, CRPC® and Cory Bittner, CRPC® cover major events that happened during the past decade. Jake and Cory talk about the market through the decade, natural disasters that have occurred, sports teams that have won, and much more! Tune in to this week’s episode to […]
In this episode of Upticks, “2019 Year In Review”, Jake Falcon, CRPC® and Cory Bittner, CRPC® take a look back over the past year and talk about some of the most memorable points. Jake and Cory cover everything from what happened to our company this year to big events in the market to even sports! […]
This week’s episode of Upticks, “4 Planning Tips for 2019”, Jake Falcon, CRPC® and Cory Bittner, CRPC® break down 4 tips to help better set up your financial future. Jake and Cory discuss how it’s not too late in the year! Make sure to watch this episode to hear Jake and Cory go in-depth about […]
On this episode of Upticks, “3 Investment Facts for 2019”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about three investment facts that they think are important to note for the year. They talk about not being fooled by your returns, rebalance, rebalance, rebalance, and don’t let taxes lead your investment decisions. Make sure to […]
On this episode of Upticks, “Making Big Bets”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about what the average investor should do with their 401(k). Should they let it ride or should they double down? With the market roughly double it’s typical average, Jake and Cory tackle this question. Curious what they had to […]
This week on Upticks, “Thanksgiving Tips”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about 4 Thanksgiving Day tips to help you survive the holidays. Their tips include being cautious when comparing investments with family members, try not to overeat, don’t neglect your year end planning, and be thankful. Make sure to check out this […]
In this week’s episode of Upticks, “Solving Politics”, Jake Falcon, CRPC® and Cory Bittner, CRPC® address some topics that have been in a lot of headlines and go in depth about how these topics may or may not impact someone’s portfolio. They take the time to discuss the possible impeachment, what’s going on with the […]
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 […]
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.