Dynamic Growth

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. 

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

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. 

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. 

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?