The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families

Gabe and Jesse chat 1-on-1 about how to conduct challenging financial conversations with friends and family. It's never easy. But done well, having an important financial conversation helps everyone involved, and prevents negative emotions in the long run. Specifically, Gabe and Jesse cover: - The various people in life who you'll end up "talking money" with - How to broach the conversation in the first place - Why interpersonal roles matter so much - Tips and tricks on starting, conducting, and ending these conversations - And much more

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse sit down with Charlie Ruff, senior portfolio manager at Cobblestone, to discuss the details of earnings season in the stock market. Their conversation includes: - What is earnings season, and why should we care about it? - What data do companies release, and what kind of conversations do they have with investors? - How useful is earnings season, and what takeaways should long-term investors have? - Does earnings season contain useful economic signals? - What companies act as "bellwethers" for the economy, and why? - And much more

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse chat with Adrian Morgenstern, founder and president of Morgenstern Insurance Services, about the intricacies of personal and commercial insurance. Their conversation includes: - Going beyond simple home and auto policies - The difference between growing wealth and protecting wealth - Important questions people should consider about their personal risk appetite - How business/commercial insurance is vastly different than personal insurance - The craziest insurance claims Adrian has seen - And much more

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse chat with Cobblestone CEO and Managing Partner John DiPasquale to review the year of 2023 and look at significant economic and investing questions facing us all in 2024. Specific topics include: - How'd the market do in 2023, and why? - The important takeaways from 2023, including thoughts on cash allocations and broad diversification - How expectations played a role in 2023 results and how they set the table for 2024 - How interest rates, inflation, and economic strength play pivotal roles in the year ahead - What long-term investors should be thinking heading into 2024 - And much more

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse answer listener questions for their second rendition of "Ask Us Anything." Topics for this episode include: - "Why did my account go up so much in November and December?" - "S&P, Dow Jones, NASDAQ...which index should I be looking at?" - "Should I have *any* money in banks right now with low interest rates?" - "How are capital gains taxes calculated?" - "When should I start saving for my kids' college?" - And more!

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse sit down with Arlene Wilson, director of programs for the Alzheimer's Association of Rochester and the Finger Lakes, on Episode 35 of The Trusted Partner Podcast. They discuss the best ways we can help friends and loved ones suffering from Alzheimer's, including: - Signs and symptoms of cognitive decline - Resources that can help our loved ones get evaluated - How to broach the conversation, "I'm worried about you." - Financial planning and life planning needs - And much more

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse sit down with David Brown, founder and managing partner at Impellent Ventures, on Episode 34 of The Trusted Partner Podcast. They discuss the basics of venture capital, including the venture space in Western New York: - What is venture capital? - What do typical venture companies look like? - Where does the funding capital come from? - What kind of support do startups need beyond funding? - What does the risk/reward spectrum look like for venture?

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse sit down with Jason Garlock, chief investment office at Cobblestone, on Episode 33 of The Trusted Partner Podcast. They discuss the many paths to long-term portfolio success, and they share thoughts on both short-term and long-term outlooks. - What does a Costa Rican road trip have to do with investing? - How value vs. growth performed over the past 30 years - But what happened if an investor "chased performance" - The "Magnificent 7" - past, present, and future - Why current bond yields bring optimism across the risk spectrum

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse sit down with Erick Bond on Episode 32 of The Trusted Partner Podcast to discuss the new employee benefits landscape during "Open Enrollment" for the 2024 calendar year. Listen as they dive into: - What you can (or can't) do during Open Enrollment. - What's new in this year's benefit landscape - Why insurance prices continue to rise - How to think about ancillary benefits - A framework for making optimal benefits choices for your family - And much more

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

Gabe and Jesse sit down with Karen Menachof on Episode 31 of The Trusted Partner Podcast to understand the challenges of elderly transitions. They discuss topics like: - the pros and cons of moving to an assisted-living facility - how children and grandchildren should (and shouldn't) help - when to begin important assisted-living conversations - the timelines of planning a move - the hidden costs of growing older - and much more

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

All content is of a general nature and solely for educational, informational and illustrative purposes.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.