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The Trusted Partner Podcast

Aug 29, 2024

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...


Jul 25, 2024

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. Jason draws comparisons with mutual...


Jun 6, 2024

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. Topics include:
 
- the importance of communication, transparency, and compromise. 
 
- practical advice on creating a...


May 23, 2024

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. Both are exercises in:
 
- Seeking reward while managing risk
 
- Striving to reach your own personal goals, ignoring the outside noise
 
- Planning for what's next and looking ahead 
 
-...


May 9, 2024

Jesse and Gabe are joined by Charlie Ruff, Cobblestone's Head of Investment Strategy & Communications, to discuss commodities investing: the good, bad, and ugly. Specifically, the three discuss: 
 
- what are the different "genres" of commodities? 
 
- why does the commodities market exist? 
 
- is it worth considering...