Dynamic Wealth

There is nothing quite like your first recession.  Crosby Advisory Group, Inc. welcomes Derek Ballinger as he and Nate discuss their thoughts on their first experience with a recession (12 years apart). 

Learn how defining risk for your specific investment account can make you a better investor, and how to limit risk through the practice of rebalancing. 

Nate shares his strategy for navigating and profiting long-term in a bear investment market. 

All information (and more) in this podcast can be found on the CDC's website. https://www.cdc.gov/coronavirus/2019-ncov/index.html

Do you give your kids a chore list? Here are a few reasons Julie thinks it's a great idea and why it's helpful for all you busy moms (and dads) out there. 

The SECURE act has changed the investment landscape. We continue to dive into the SECURE Act and changes we need to make to our planning process.  Today we talk about inheriting an IRA. 

After quite a few technical difficulties...we're discussing what factors into what you pay for your insurance rates.

Does your neighbor have tree that could potentially fall onto your property and cause damage? If so, tune into this week's episode of #DynamicWealth to find out what you need to do before that happens so the claim is on the neighbor, not you.