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 . 

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

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

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!