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