Apr 26, 2024
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. They answer questions such
as:
- Do international stocks traditionally outperform U.S.
stocks, or vice versa?
- Why can't multinational corporations (e.g....
Apr 11, 2024
Jesse and Gabe go deep on the topic of 529 plans today,
helping their listeners understand this fundamental tool in saving
for college. Their conversation covers:
- The basics of 529 plans
- The major benefits, such as tax-free investment growth
- The downsides, like illiquidity and penalties for...