Dynamic Growth

Crosby Advisory Group
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An interactive journey in pursuit of your own potential. Nate, Derek and Macy share tips for personal growth and investing to help you live a fulfilled life.

  1. 26-12-2025

    2025 Summary and Looking Ahead to 2026 With Derek Ballinger

    Derek Ballinger is Crosby Advisory Group's Chief Portfolio Manager.  Nate interviews Derek on his thoughts about 2025 and what he believe it means for investors heading into 2026.

    24 min.

  2. 18-12-2025

    Listener Questions and Observations

    What is the S&P 500? Why do advisors often recommend an S&P 500 index as part of your stock portfolio? What types of companies make up the S&P 500?  As part of our observation section we will dig into the false security of keeping cash in a long term retirement account.

    16 min.

  3. 12-11-2025

    Basic Stock Analysis

    When is the right time to risk manage? What are a few readily available metrics you can gather when looking at a stock for the first time? Nate goes into his steps for the initial analysis of a publically traded company or stock. www.crosbyadvisory.com

    10 min.

  4. 24-08-2025

    When Do I Need a Financial Advisor?

    A financial lifecycle can be broken into three phases: accumulation, distribution and estate.  We discuss examples of when clients have thought it was in thier best interest to hire a financial advisor.

    16 min.

  5. 15-08-2025

    Financial Wellness

    What is financial wellness and why has it taken center stage in the financial planning world.  Nate discusses the industry shift from general investment advice to holistic wealth planning.

    13 min.

  6. 31-07-2024

    Will Basics

    Estate planning is the most overlooked segment of the financial planning process.  In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you minor children are assigned the appropriate guardians?

    12 min.

  7. 10-07-2024

    Benchmarks for Investing

    There are many metrics that can be used to measure the performance of your portfolios.  These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed).  One seldom used benchmark is a multiple of assets compared to income.  This benchmark is often a more direct indication of your retirement savings success.   You can contact us at www.crosbyadvisory.com

    9 min.

  8. 04-06-2024

    3 Sources of Tax Free Income

    Dynamic Growth

    22 min.
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Info

An interactive journey in pursuit of your own potential. Nate, Derek and Macy share tips for personal growth and investing to help you live a fulfilled life.

Informatie

  • Maker
    Crosby Advisory Group
  • Jaren actief
    2019 - 2025
  • Afleveringen
    100
  • Beoordeling
    Veilig
  • Website van aflevering
    Dynamic Growth

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