Cobblestone Capital Advisors: Recent Episodes
Cobblestone Capital Advisors
Gabe and Jesse discuss the Federal Reserve's recent September 20th 50 basis points rate cut and its ramifications. They explore the effects on various investment decisions, such as high-yield savings accounts and fixed-income investments, and the broader implications for the stock and real estate markets. They also address how high-net-worth individuals and retirees might be impacted. The episode provides practical advice on navigating these changes and emphasizes the importance of having a solid financial plan.
Zach Stanley joins the podcast to share insights into the future of the sports card industry, its role as an alternative asset and Zach’s personal stories of treasured sports memorabilia. Zach explains the concept of card breaking, the financial rationale for buying specific teams and its impact on the sports card industry.
Jesse and Gabe are joined by Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors, to demystify hedge funds. The conversation covers what hedge funds are, their legal structure, investment strategies, performance metrics, fee structures, and regulatory environment.
Jesse and Gabe sit down with Allison Schraf, a Senior Wealth Planner at Cobblestone Capital Advisors, to discuss the pros and cons of couples (whether married or not) combining their finances.
Jesse and Gabe meet at the 9th green at 9 for a chat about golf and wealth management, and the varied similarities between the two.
Jesse and Gabe are joined by Charlie Ruff, Cobblestone's Head of Investment Strategy & Communications, to discuss commodities investing: the good, bad, and ugly.
Jesse and Gabe are joined by Jordan Millner, Cobblestone's Head of Global Equities, to discuss the merits of international stocks within a diversified portfolio.
Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college.
Charlie Ruff and Jesse (sorry Gabe!) sit down with Dan Mason, the General Manager of the Rochester Red Wings, to talk all things Minor League Baseball.
Gabe and Jesse sit down with Tobin Woodruff, a Senior Wealth Planner at Cobblestone Capital Advisors.
Gabe and Jesse chat 1-on-1 about how to conduct challenging financial conversations with friends and family.
Gabe and Jesse sit down with Charlie Ruff, senior portfolio manager at Cobblestone, to discuss the details of earnings season in the stock market.
Gabe and Jesse chat with Adrian Morgenstern, founder and president of Morgenstern Insurance Services, about the intricacies of personal and commercial insurance.
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.
Gabe and Jesse answer listener questions for their second rendition of "Ask Us Anything.
Gabe and Jesse sit down with Arlene Wilson, director of programs for the Alzheimer's Association of Rochester and the Finger Lakes, to discuss the best ways we can help friends and loved ones suffering from Alzheimer's.
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.
Jesse and Gabe sit down for an "ask us anything" episode, answering questions from listeners of the show just like you.
Jesse and Gabe sit down with Phil Castleberry, the vice president of University Advancement at Rochester Institute of Technology, to cover the intersection of philanthropy and wealth management.
Jesse and Gabe sit down with Jon Needell, president and chief investment officer of Kairos Investment Management, to discuss commercial real estate, specifically for office and retail space.
Jesse and Gabe sit down with Matt Yaegar, 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.
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.
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.
Jesse and Gabe sit down with Gina DiMonda, a Senior Relationship Manager at Cobblestone Capital Advisors, to share helpful conversations they've recently had with clients.
Jesse and Gabe sit down with Jordan Millner, a Portfolio Manager and Senior Investment Analyst at Cobblestone Capital Advisors, to discuss active and passive investing.
Jesse and Gabe sit down with Oriol Gimenez, a Managing Partner at both CPG Hospitality and Alojica, two investment management companies specializing in hospitality real estate investing.
Jesse and Gabe sit down with Gary Rossi, head of the Personal Security Insights Program at Fidelity Investments. Gary is the leading cybersecurity expert at Fidelity, and widely considered a leading cybersecurity expert in the financial world.
Jesse and Gabe sit down with Phil Pecora, president and CEO of Genesee Regional Bank in Rochester, NY. Phil shares his experience in Rochester's banking industry and sheds light on the scary banking headlines.
Jesse and Gabe sit down with David Pfalzgraf and Ben Burge, attorneys and partners at Rupp Pfalzgraf in Buffalo. David and Ben share their expertise and stories from decades of corporate and business law
Jesse and Gabe sit down with Nathan Berti, attorney and partner at Hodgson Russ. Nathan shares with us his expertise in trusts and estates law.
Join Jesse and Gabe as they sit down with Charlie Ruff, CFA, a senior portfolio manager at Cobblestone Capital Advisors. Charlie, Gabe, and Jesse discuss the frequently-overlooked topic of bonds and fixed income, and why 2023 presents a unique fixed income landscape unseen in the last decade.
Jesse and Gabe sit down with Trip Pierson, owner of Mitchell Pierson Jr. Realtors in greater Rochester. Trip specializes in residential real estate, serving buyers and sellers all over the greater Rochester region.
Jesse and Gabe sit down with Jason Garlock, Cobblestone's Chief Investment Officer, to look back on the financial markets in 2022 and discuss what we might expect in 2023.
Jesse and Gabe sit down with Chris Mooney, Cobblestone's Managing Director of Business Development, to discuss the most important and impactful questions we hear from our clients.
On this episode of The Trusted Partner Podcast, Jesse and Gabe sit down with Ben Dobrzynski, CPA. Ben is a partner at Demott & Smith CPA's, in Rochester NY, where he focuses his practice on providing tax, accounting, and general business advice to individuals, closely held businesses, and seed-stage to late-stage start-up companies.
Jesse and Gabe sit down with Kathleen Pringle, executive career strategist and coach, to discuss the many aspects of planning a remarkable career.
Jesse and Gabe sit down with Allison Schraf, Wealth Planner at Cobblestone to discuss Building Your Financial Plan.
Jesse and Gabe sit down with Eric Furnal, CFA, the Director of Private Investments at Cobblestone Capital.
Today we sit down with Erick Bond, of Bond Benefits Consulting, to help all our listeners prepare for the upcoming "open enrollment" season in employee benefits.
Description: Today we sit down with Charlie Ruff, Senior Portfolio Manager at Cobblestone Capital Advisors. We ask Charlie about: - the basics of stock investing - risk, reward, timelines, volatility - why do stocks rise and fall? - the difference between individual stocks and the whole market - the importance of knowledge in investing - and how hard it is for professionals to outperform the market - the economic fundamentals behind stocks - how to build a balance portfolio of stocks - the importance of human behavior in investing – what's going on with "meme stocks," especially Bed, Bath, and Beyond - ensuring you know the different between investing, speculation, gambling, and fun
Today we sit down with Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors.
Today we sit down with Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors.
In the first episode of The Trusted Partner Podcast, Jesse and Gabe sit down with John DiPasquale, CEO of Cobblestone Capital Advisors.
We ask John to explain...