Dynamic Growth

How to Invest Indirectly in Bitcoin

Publicly traded companies and investment funds are increasingly using Bitcoin and cryptocurrency as an alternative investment and store of value.   Learn how you can gain indirect exposure to bitcoin through your investments. We also discussed defi or decentralized finance and what it means for individual investors and consumers.

Beginners: How You Can Invest Your First $10,000

How to start investing from scratch with no prior experience.  Also 5G, what did we miss? 

Short Squeezes and Gamestop

We have fielded a lot of calls over the past two weeks on short selling and Gamestop.  What is a short? What are the mechanisms of a short squeeze and what are the dangers?  We answer it all. 

ETFs vs Mutual Funds

ETFs and Mutual Funds are common ways people gain exposure to investment markets .  What are they? Is one better than the other?  Derek and Nate share what you need to know to make an informed decision.     

How to Invest in 5G

5G is expected to create millions of jobs world-wide and increase gross domestic product over the coming years.  As investors, what are some ways we can potentially profit from that? 

Bold Predictions for 2021

Derek and Nate venture their best guesses as to what 2021 will bring. 

Our Top Stock Picks for a Covid-Lite 2021

Derek and Nate put together a basket of stocks they like for a Covid-lite economy in 2021 (fingers crossed).  Also listen in at the end for some exciting news. Top 100? 

Playing Offense While the Masses Play Defense

Derek and Nate discuss key mindsets of companies and individuals who made the most out of 2020 and who are primed to continue in 2021. We also discuss why we like short duration quality fixed income at this time. 

Stocks we were thankful for in 2020

Another fantastic year for investors.  In this episode we talk Square and review our favorite stocks of 2020. 

Bitcoin

Investing 102

Take your stock evaluation skills to the next level.  Nate and Derek break down two similar stocks and reveal a simple process for analyzing a company when deciding if it has a spot in your portfolio. 

Week Ahead December 7th

We discuss three stocks reporting earnings this week plus don't forget to tax manage your accounts! Tax loss harvesting 101. 

Building a Foundation to Promote Financial Growth with Katelyn Lamb

Accountant extraordinaire, financial coach and small business bookkeeper Katelyn Lamb shares why taking control and responsibility for your financial health is the surest way to achieve long-term success.   Katelyn is a long-time friend of Crosby Advisory and you can find her on Instagram at finance_with_kate .     

Week Ahead November 30th

The show must go on! Derek heroically battles sickness to opine on Salesforce.com, Splunk and Zoom Video Communications.  

Week Ahead November 23rd

Autodesk, Deere, JM Smucker and Nate's opinion on turkey makes Derek quit the podcast. 

Toes to Nose

Toes to Nose, Stop Drop and Roll, Just Say No.  These are simplified strategies for surviving dangerous situations.  As long-term investors we also need a simplified strategy that can be found in the investment policy statement: a plan to slay the bear!

Week Ahead November 16th

Have some chicken with your graphics processing unit while we breakdown the second largest home improvement retailer in the United States. 

Investing 101

If you are new to investing or just need to brush up on your evaluation skills, this podcast is for you.  Derek and Nate share free resources and basic skills you can use to evaluate the prospects of a stock.  

Week Ahead November 9th

From the dangers of single ply to the most wonderful place on Earth.  Derek and Nate dive into the week ahead with a special Buffett themed edition. 

Exercise #2

Own your health! Derek and Nate have an open discussion about exercise, training programs, nutrition and unlocking your best physical self.  

Week Ahead November 2

Four stocks reporting earnings and election Pet Peeves!  It's Election Week!  Let's get after it America!

Week Ahead October 26th

Activision Blizzard, Apple, Alphabet and AbbVie. Enjoy!

Week Ahead October 19th

iRobot, NextEra Energy, Netflix and Union Pacific 

Week Ahead October 12th

When do you buy banks or the financial sector? 

Leader is Not Singular

Leadership has been America's greatest renewable resource.  Through leadership America has remained resilient, as each generation has provided leaders with the courage to lead the way.  We are not a nation with a leader, we are a nation of leaders.  Let us continue to lead the way. 

Week Ahead October 5th

We get this podcast off the ground with Delta Airlines and satisfy your hunger for investing with Domino's Pizza.  Plus Old Bay on french fries! 

Week Ahead September 28th

Punctuality

Week Ahead September 21

What to look for in an IPO and when to buy.  Also we have a packed week of earnings ahead! Enjoy.

Weak Ahead for September 14th

Three tenets of stock investing, Fedex, Adobe and NVidia

Laser Focus

Week Ahead September 8th

The Week Ahead August 31st

Three Hacks and the Cost of Boredom

Learn how to quickly improve your mood, memory and reading speed. In this episode we also outline a strategy for avoiding the costly lure of boredom and answer client wealth questions. 

The Week Ahead August 24th

Nvidia, three things that could derail the recovery and cash access accounts for ease of access. 

Week Ahead August 17th

The Most Amazing and Unique Race

Week Ahead August 10th

Investors, hit the ground running. Here is what is on our radar for the week ahead.  

Two Planes and an Uncashed Check

Successful people operate in two planes. Find out which one will likely bring both fulfillment and success. 

Criticism, Treasure and Sand

This episode has a little bit of everything. We discuss what treasures are you searching for that you may already have and a look at the NASDAQ. 

Fight, Flight, but Think

Fight or Flight is a survival tactic that has kept humans alive for hundreds of thousands of years.  The modern world requires that we tweak this to thrive. 

Importance of Learning Outside Your Field

Becoming an expert in your field can make you successful.  Becoming an expert who is rounded, thinks outside the box and can relate and communicate with others will make you a superstar. 

Father

Salute to fathers! Take pride in being the foundation of an amazing life that you help push forward. 

Networking Done Right.

Frustrated by networking efforts that don't lead to results? A different approach can help you build a network of professionals that enhance your value for years to come. 

5 Concepts That May Change Your Life: #5

The secret to life is one thing. Remember that and the rest doesn't mean squat. 

5 Concepts That May Change Your Life: #4

Taking control of this part of the day allows you to stack the odds in your favor for future success. 

5 Concepts That May Change Your Life #3

Ralph Waldo Emerson once wrote, "We are the sum of our yesterdays."  The self-review is a growth minded person's real life cheat code for fast-tracking success. 

5 Concepts That May Change Your Life: #2

You will go as far as your team.  Those who support you and those you associate with have a greater influence on your success and happiness than you may think.  

5 Concepts That May Change Your LIfe

In hopes that he can add to your collection of tools that you use to chase down your own potential, Nate breaks down 5 concepts that he has learned over the past 9 years that have made a difference. 

Disrupter

Disrupters come in all shapes and sizes.  Presently it has come in the form of a virus.  Nate discusses how you can use times of extreme uncertainty to enhance your personal growth.