As the midway point of 2015 approaches, now is the perfect time to give your investment portfolio a checkup. Nate, Conor, & Jason offer some simple tips to help keep you on track.
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Advisor Roundtable: Midyear Portfolio Checkup
- by Nate Geraci
Nate Geraci
Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.
He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.
He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.
Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.