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: -A bad year for your financial plan -Questions worth asking -Income investments -And much more!
In this episode, we discuss: -Social security -Questions worth asking -How to generate more income for your portfolio -And much more!
In this episode, we discuss: -When is it an appropriate time to panic? -Current Market Update -And much more!
In this episode we discuss: -What to expect in your financial planning process -Active vs. Passive investment management -And much more!
In this episode we discuss: -Managing 401K decisions -DST & SS&C merger -Trade wars -Interest rates -And much more!
In this episode we discuss: -Managing Return Expectations -Planning for Year End Expenses -Tax Gain Harvesting -Understanding Emotions -And Much More!
In this episode we discuss: -Charitable Giving - Donor Advised Funds -Capital Gains -Tax Loss Harvesting -And Much More!
In this episode we discuss: - Stock Market Volatility - Revisiting Your Plan - Asset Allocation - Covered Calls - Halloween - And much more!
In this episode we discuss: - Retirement Planning - Becoming an Empty Nester - Getting through a Divorce - Current Stock Market Volatility - Interest Rates - China - And much more!
Wealth Management 101 (Ep. 20) by Jake Falcon
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