The Retirement Portfolio Playbook with Conner Hanlon, CFA® (Ep. 249)

This week on Upticks, Falcon Wealth Advisors Portfolio Manager Conner Hanlon, CFA®, joins Cory to discuss how we plan and invest for our clients. If you're working with a wealth advisor, it's important to understand how they look at the big picture and how that affects their long-term investment strategy. If you or someone you know want to better understand what this means in YOUR financial plan, please don't hesitate to reach out to Falcon Wealth Advisors today.