Nov 22, 2022
Today we sit down with Allison Schraf, CFP, Senior Wealth
Planner at Cobblestone Capital Advisors to discuss financial
planning basics.
- What's a CFP?
- The most common questions financial planners deal with
- Budgets and balance sheets
- How financial plans prepare for recessions and bear markets
- Common mistakes...
Nov 9, 2022
Jesse and Gabe sit down with Eric Furnal, CFA, the director of private investments
at Cobblestone Capital. They discuss:
- the basics of private investments - what they are, how they work, how they're bought and sold
- the various "buckets" of private markets
- why invest publicly? why invest privately?
- how do...