2025 Summary and Looking Ahead to 2026 With Derek Ballinger
Dynamic Growth
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.
info_outline
Listener Questions and Observations
Dynamic Growth
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.
info_outline
Basic Stock Analysis
Dynamic Growth
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
info_outline
When Do I Need a Financial Advisor?
Dynamic Growth
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.
info_outline
Financial Wellness
Dynamic Growth
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.
info_outline
Will Basics
Dynamic Growth
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?
info_outline
Benchmarks for Investing
Dynamic Growth
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
info_outline
3 Sources of Tax Free Income
Dynamic Growth
info_outline
Investing Heuristics & Cognitive Errors
Dynamic Growth
We delve into the intriguing world of investing heuristics and cognitive biases. This week, we're exploring how psychological factors like overconfidence, the illusion of control, and conservatism bias can shape investment decisions, often in unexpected ways. Join us as we dissect these cognitive errors, discuss real-life examples, and provide insights into how investors can navigate these mental pitfalls to make more informed decisions. Whether you're a seasoned investor or just starting out, this episode is packed with valuable lessons on the psychological aspects of investing.
info_outline
How Long Does it Take to Save $1Million - Dynamic Growth
Dynamic Growth
We break down the savings timeline, considering various income levels and investment approaches. But it's not just about saving – we also delve into the current financial climate, discussing the worsening liquidity in the treasury market, and what it means for your investment portfolio. Plus, we analyze how to adjust your returns for inflation to ensure your savings maintain their value over time. Whether you're a seasoned investor or just starting out, you'll find actionable insights and expert advice to help you on your path to financial success. Don't forget to like, share, and subscribe...
info_outlineWhat 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.