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Derek Ballinger is Crosby Advisory Group's Chief Portfolio Manager.  Nate interviews Derek on his thoughts about 2025 and what he believe it means for investors heading into 2026. 

What is the S&P 500? Why do advisors often recommend an S&P 500 index as part of your stock portfolio? What types of companies make up the S&P 500?  As part of our observation section we will dig into the false security of keeping cash in a long term retirement account. 

When is the right time to risk manage? What are a few readily available metrics you can gather when looking at a stock for the first time? Nate goes into his steps for the initial analysis of a publically traded company or stock. www.crosbyadvisory.com

A financial lifecycle can be broken into three phases: accumulation, distribution and estate.  We discuss examples of when clients have thought it was in thier best interest to hire a financial advisor. 

What is financial wellness and why has it taken center stage in the financial planning world.  Nate discusses the industry shift from general investment advice to holistic wealth planning. 

Estate planning is the most overlooked segment of the financial planning process.  In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you minor children are assigned the appropriate guardians? 

There are many metrics that can be used to measure the performance of your portfolios.  These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed).  One seldom used benchmark is a multiple of assets compared to income.  This benchmark is often a more direct indication of your retirement savings success.   You can contact us at www.crosbyadvisory.com  

We delve into the intriguing world of investing heuristics and cognitive biases. This week, we're exploring how psychological factors like overconfidence, the illusion of control, and conservatism bias can shape investment decisions, often in unexpected ways. Join us as we dissect these cognitive errors, discuss real-life examples, and provide insights into how investors can navigate these mental pitfalls to make more informed decisions. Whether you're a seasoned investor or just starting out, this episode is packed with valuable lessons on the psychological aspects of investing.

We break down the savings timeline, considering various income levels and investment approaches. But it's not just about saving – we also delve into the current financial climate, discussing the worsening liquidity in the treasury market, and what it means for your investment portfolio. Plus, we analyze how to adjust your returns for inflation to ensure your savings maintain their value over time. Whether you're a seasoned investor or just starting out, you'll find actionable insights and expert advice to help you on your path to financial success. Don't forget to like, share, and subscribe for more financial wisdom #MillionDollarSavings #TreasuryLiquidity #InflationAdjusted #SavingsGoals #FinancialPlanning #InvestmentTips #EconomicInsights #WealthBuilding #PersonalFinance #SaveToMillion"

In this episode we get inspiration from the Nobel Prize Winner Daniel Kahneman in his work "Thinking Fast and Slow". We discuss how that relates to analyzing the economy and picking investments. We also discuss recent data from the labor market and some wild inconsistencies and innacuracies in the data. We hope you enjoy this week's episode!

In this jam-packed episode, we dive into NVIDIA's blowout quarter and what it means for tech investors. Could life insurance really be the new bond alternative in your diversified portfolio? We unpack this unconventional approach. We also discuss the recent Bud Light controversy that's sparking debates. Plus, don't miss our 'Stock to Watch' segment where we reveal a stock that's looking like a promising buy right now. Tune in for insightful analysis, market trends, and financial tips you won't want to miss!

In this episode we discuss troubling economic data coming out of China and more trouble in the banking sector with credit rating agencies putting warnings on the large banks after downgrading U.S. credit. We then discuss how much money people think they need in retirement vs how much they actually need and if people have realistic expectations about portfolio returns and amount of time it takes to save enough to retire early. We hope you enjoy this week's episode

While pessimism often wears the mask of sophistication and depth, it's the optimists who frequently come out on top in the long run. Join us as we debunk the myths surrounding investment attitudes and shed light on the overlooked potential of small-cap stocks. With large caps taking the limelight, we'll explore the compelling reasons why small caps might just be the dark horse set to outperform in the coming years. Whether you're a seasoned investor or just starting out, this episode promises insights that could reshape your investment strategies. Don't miss out!  

In this episode we discuss the recent discussion around the debt ceiling and why it matters, also why it doesn't matter. We discuss the implications of default and what it means for the long term of the U.S. Sovereign Debt. What would have to happen for the U.S. to get the debt problem under control and will that ever happen... We end the podcast discussing recent earnings from Nvidia, a designer of high-power processing GPUs that are used in many areas including AI. They proved wall street analysts wrong by raising revenue guidance by 5B next quarter. The stock moved over $200B in market cap on the news. Is that a justified move? We hope you enjoy this episode of the podcast NASDAQ Earnings CITATION: https://twitter.com/KeithMcCullough/status/1662022317021560832