Gabe and Jesse sit down with Jason Garlock, Chief Investment Officer at Cobblestone, on Episode 33 of The Trusted Partner Podcast. They discuss the many paths to long-term portfolio success, and they share thoughts on both short-term and long-term outlooks.
– What does a Costa Rican road trip have to do with investing?
– How value vs. growth performed over the past 30 years
– But what happened if an investor “chased performance?”
– The “Magnificent 7” – past, present, and future
– Why current bond yields bring optimism across the risk spectrum
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.
