Dynamic Growth

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!

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

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.  

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. 

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