Falcon Wealth Advisors - The Fountain Of Wealth

2022 Review and 2023 Preview with Conner Hanlon, CFA® (Ep. 225)

Informações:

Synopsis

This week on Upticks, Falcon Wealth Advisors Portfolio Manager, Conner Hanlon, CFA®, joins Cory to discuss the year that was 2022 in the markets, what we're doing for clients, and what we're watching as 2023 quickly approaches. If you would like us to review your investment strategy and financial plan, year-end is a great time to do so and we're here for you at Falcon Wealth Advisors.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!             Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when