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. 

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? 

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

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? 

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. 

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

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. 

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

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 .