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

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

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

  • Inflation, Interest Rates, and Oil Prices - E29
    Charlie Ruff sits down with Gabe and Jesse on Episode 29 of The Trusted Partner Podcast to discuss some top-of-mind financial and economic topics, including: - the latest interest rate and inflation updates - what's been happening, why, and what can we expect the future to look like? - why oil prices are slowly rising again, and the impact of oil prices on the economy at-large - the prospect of a government shutdown - what it means for government workers and for investment markets

    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.

    38 min
  • Our 1-Year Anniversary Recap - E28
    The Trusted Partner Podcast is turning 1 year old! To celebrate, in this episode Gabe and Jesse: - share statistics about the past year - discuss the exciting topics we'll be covering in the coming months - highlight some of our favorite clips from the past year - and most of all, thank *you* for enjoying our work

    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.

    17 min
  • Gen Z Financial Topics - E27
    Jesse and Gabe sit down with Cobblestone's younger employees to understand and answer the various financial questions they're seeing most often from their friends and peers. The discussion includes: - social media glamor, the desire to spend and enjoy life, and balancing the need to save for the future - learning enough financial terminology to be informed - approaching student loans (pre-college) and dealing with the debt (post-college) - sports gambling...good, bad, or ugly? - the rent vs. buy question, especially in this housing market - credit cards - useful tool or dangerous weapon?

    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.

    42 min
  • Ask Us Anything (Vol. 1) - E26
    Jesse and Gabe sit down for an "ask us anything" episode, answering questions from listeners of the show just like you. Today's answers include varied topics such as: - how to balance 401(k) contributions with other short-term financial needs - how advisors get paid - the various service models of different advisory firms - the connection (or lack thereof) between money and happiness - how changes in interest rates have/should affect investor choices - how AI is impacting, or might impact, the future of wealth management

    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.

    35 min
  • The Gift of Philanthropy - E25
    Show notes: Jesse and Gabe sit down with Phil Castleberry, the vice president of University Advancement at Rochester Institute of Technology. Phil, Gabe, and Jesse cover the intersection of philanthropy and wealth management, including: - the many reasons to give to charity - the important of planning your philanthropy - the questions to ask charitable foundations, both before and after you give - the mechanics and benefits of giving - the criticality of family 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.

    45 min
  • Commercial Real Estate After COVID - E24
    Jesse and Gabe sit down with Jon Needell, the president and chief investment officer of Kairos Investment Management. Jon helps us understand: - the current state of commercial office real estate - ...and if more pain is coming for commercial office - the difference between central business districts and suburban offices - why grocery and pharmacy retail real estate is ideal right now - the filters needed to find ideal investment opportunities

    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.

    35 min
  • Wining Up for Summer - E23
    Jesse and Gabe sit down with Matt Yaeger, owner of Pinnacle Wine and Liquor in Brighton, NY, to guide our listeners through a non-financial topic - the diverse world of wine and spirits. Matt covers: - the best wines for your summer barbeque - the explosion in bourbon collecting over the past decade - how investing has affected the wine/spirits economy - the business of running a winery, distillery, or neighborhood wine store - how to properly plan your wine tourism - how wine fraud works, and what the industry is doing to prevent it - a proposed NY law that could bring wine into grocery stores

    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.

    44 min
  • An Alternative Way to Invest - E22
    Jesse and Gabe sit down with Ryan Bynan, who serves as Alternative Investments Analyst at Cobblestone Capital Advisors, to help our listeners understand the huge and diverse world of alternative investments, including: - how to define alternative investments - the important filters used to find worthwhile investment opportunities - how alternatives have been democratized in recent years - why art, gold, and cryptocurrency have glaring investment weaknesses - how to think about investment correlation - and how alternatives can fit into portfolio construction

    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.

    40 min
  • The Only Certainty in Investing - E21
    Jesse and Gabe sit down with John Jennings, the President and Chief Strategist of St. Louis Trust & Family Office and author of the recently released investing book The Uncertainty Solution, to help our listeners deal with the ever-present uncertainty in the investing world. We discuss: - why John decided to write an investment philosophy book - what are the biggest, most common mistakes investors make - why overconfidence is "the mother of all biases" - why single females are the best-performing investors - why it's hard to give financial advice - how to "be comfortable being uncomfortable" - the "truth and transparency" of "boring" investing - investment mental models, like "the stock market is not the economy" You can follow John on his blog: https://johnmjennings.com/ And order his book - The Uncertainty Solution - on Amazon: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF

    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.

    46 min

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