On this week’s episode of Upticks, Jake is joined by associate director of Research & Trading, Matthew Navickas, AAMS®. They discuss four things every investor should know during this period of market volatility. Because Matthew is a member of our Research & Trading Group and plays a role in determining which stocks we buy and sell for our clients, Jake thought it would be interesting to have him on the show during this time.

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 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.       

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4 Things Every Investor Should Know Right Now with Matthew Navickas, AAMS® (Ep. 204)

Upticks: A Financial Planning & Investment Podcast

4 Things Every Investor Should Know Right Now with Matthew Navickas, AAMS® (Ep. 204)