In Episode 2 of The Bluestone Edge, host and Bluestone Lead Partner Adam Weingartner, CFA®, welcomes fellow Partners Ric Martin and Gabe Martin, CFP®, along with Director of Operations Sydnee Kozberg, for an insightful conversation about current stock market trends, investment management and proactive tax planning strategies.
Introducing The Bluestone Edge - a new take on a conversation Adam Weingartner has been sharing with clients for years.
The Bluestone Edge takes a thoughtful look at what’s happening in the markets, the trends shaping the economy and, most importantly, what may be coming next. Adam will also be joined by special guests to bring new perspectives and expertise into the conversation along the way.
In Episode 2 of The Bluestone Edge, host and Bluestone Lead Partner Adam Weingartner, CFA®, welcomes fellow Partners Ric Martin and Gabe Martin, CFP®, along with Director of Operations Sydnee Kozberg, for an insightful conversation about current stock market trends, investment management and proactive tax planning strategies.