Falcon Wealth Advisors believes in semi-active management. It’s why we select individual stocks and bonds to invest in on behalf of our clients. On this week’s episode of Upticks, Jake dives into the stock selection process to answer some of the questions you may have about how we choose stocks.

Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.

In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.

Source for Mutual Funds Performance: https://www.forbes.com/sites/lcarrel/2020/04/20/passive-beats-active-large-cap-funds-10-years-in-a-row/?sh=1459e87e47b0

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How We Pick Stocks (Ep.151)

Upticks: A Financial Planning & Investment Podcast