Stay ConnectedWelcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy.
Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser
In this episode, we discuss: -Travel Tips -Bonds -March Madness -And much more!
In this episode, we discuss: -Client Conversations -The Federal Reserve and interest rates -Our busted brackets -And much more!
In this episode, we discuss: -Bunching -Market update -And much more!
In this episode, we discuss: -Three tips for retirement -Questions worth asking -Things people say -And much more!
In this episode, we discuss: -What a financial plan is -Questions worth asking -Dividend paying stocks -And much more!
In this episode we discuss: -Tax refunds -Questions worth asking -REITs -And much more!
In this episode we discuss: -Advisor Myths -Questions worth asking -January market update -And much more!
In this episode, we discuss: -Red flags -Questions worth asking -The Callan Chart -And much more!
In this episode, we discuss: -Expanding your financial plan -Questions worth asking -Why the market is on fire -And much more!
In this episode we discuss: -2019 Goals and Steps to Take -Questions Worth Asking -Our new Robo-Advisor "Flight" -And much more!
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