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Episode 2 – Goals-Based Investing

Cobblestone Capital Advisors
Episode 2 - Goals-Based Investing
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Today we sit down with Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors.

We ask Jason about:

– what to think about being in a bear market?

– when and why one could consider changing asset allocation

– how proper financial planning instructs portfolio construction (not the other way around)

– how goals-based investing works

– what’s the “permanent impairment of capital?”

– his favorite part of the job: telling clients to spend more money

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Disclosure: Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.