Dynamic Growth Podcast Por Crosby Advisory Group arte de portada

Dynamic Growth

Dynamic Growth

De: 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. Economía Finanzas Personales Higiene y Vida Saludable
Episodios
  • Listener Questions and Observations

    Listener Questions and Observations
    Dec 18 2025

    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.

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    16 m
  • Basic Stock Analysis

    Basic Stock Analysis
    Nov 12 2025

    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
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    10 m
  • When Do I Need a Financial Advisor?

    When Do I Need a Financial Advisor?
    Aug 24 2025

    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.

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    16 m
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