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. 

If you own a rental property or are thinking of purchasing a property as a rental, this podcast is for you! 

Things we've come across that we just can't live without!

Do you have a commercial auto policy? Know someone who does? If so, this podcast is for you!

Macy and Julie go over the best and worst places to hide belongings in your house in case of a burglary, and go over statistics from the FBI. 

Macy and Julie discuss how they feel about new year's resolutions and share some ideas. 

Gold is a much debated asset class in the investment community.  What role does gold play in an investment strategy and should it be a part of you strategy? 

Macy and Julie go over pet safety tips.