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.

<description>&lt;p&gt;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. &lt;/p&gt;</description>

2025 Summary and Looking Ahead to 2026 With Derek Ballinger

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.

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

Listener Questions and Observations

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

<description>&lt;p&gt;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&lt;/p&gt;</description>

Basic Stock Analysis

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.

<description>&lt;p&gt;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. &lt;/p&gt;</description>

When Do I Need 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.

<description>&lt;p&gt;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. &lt;/p&gt;</description>

Financial Wellness

An interactive journey in pursuit of your own potential. Nate, Derek and Macy share tips for personal growth and investing to help you live a fulfilled life.

Dynamic Growth

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