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The Trusted Partner Podcast

Jan 19, 2024

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. Specific topics include:
 
- How'd the market do in 2023, and why?

- The important takeaways from 2023, including thoughts on cash...


Jan 4, 2024

Gabe and Jesse answer listener questions for their second rendition of "Ask Us Anything." Topics for this episode include:
 
- "Why did my account go up so much in November and December?"
 
- "S&P, Dow Jones, NASDAQ...which index should I be looking at?"
 
- "Should I have *any* money in banks right now with...