Ask Us Anything (Volume #2) - E36

04/01/2024 34 min
Ask Us Anything (Volume #2) - E36

Listen "Ask Us Anything (Volume #2) - E36"

Episode Synopsis

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 low interest rates?"   - "How are capital gains taxes calculated?"   - "When should I start saving for my kids' college?"   - And more!    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.

More episodes of the podcast The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families