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

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...

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 beyon...

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 i...

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...

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 hi...

  ~~Episode Removed~~ - E30

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 prospe...

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...

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-c...

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   -...

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 giv...

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 ...

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, d...

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 a...

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 inv...

Jesse and Gabe sit down with Gina DiMonda, a Senior Relationship Manager at Cobblestone Capital Advisors, and all three share helpful conversations they've recently had with clients. In this episode, they discuss:    - What exactly "relationship managers" do - What we've heard lately - especially on banking, chances of recession, and asset allocation. - The importance of ongoing client education -...

Jesse and Gabe sit down with Jordan  Millner , a Portfolio Manager and Senior Investment Analyst at Cobblestone Capital Advisors. In this episode, they discuss:    - Defining Active & Passive Investing   - How *every* portfolio falls on the active/passive spectrum   - Market efficiency and the possibility of outperformance   - How to measure active and passive in a portfolio   - When and where the...

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.    In this episode, they discuss:    - How has hospitality changed due to COVID-19?  - How much hospitality revenue is from business vs. leisure? - What kind of geographic shifts are occurring in global hospitalit...

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.    In this episode, they discuss:    - Why cybersecurity matters to investors   - The easiest and best ways for investors to protect themselves   - Why "2...

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, including:   - What happened at Silicon Valley Bank, and how is it different that what happened in 2008? - How do banks manage risk? How are they stress tested? - How do small community bank...

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, including:   - Why do businesses need attorneys in the first place?     - How to best protect business assets?     - When should you form an official business?     - When should a business engage...

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, covering topics such as:   - The basic estate planning documents   - Why everyone needs an estate plan - especially if a parent or business-owner   - How should someone go about obtaining T&E help   - How does T&E get complex?    - How are taxes and Federa...

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. Topics include:   Simple terminology of bonds and fixed income What kinds of bonds exist? The liquidity of...

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. We discuss:   - Unique times in the Rochester (and greater US) real estate market   - How the rental market is affected too   - How did we get here? The causes of the current housing sh...

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. Specific topics include:   - Our attempts at describing 2022 in one word   - Why 2022 was unique and different   - Bonds as ballast. What happened?!   - Ramifications of COVID stimulus   - Fast forward to 2023   - How should inv...