ABOUT Nathaniel

As a CERTIFIED FINANCIAL PLANNER™ professional, Nate through proactive planning and management helps individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their retirement goals. Since 2002 he has been responsible for leading clients through the wealth management process, which includes guiding clients from goal setting to [...]

You’ve heard the phrase, “don’t put all your eggs in one basket?” In this video, Nate Ritchison, CFP® explains how portfolio diversification is the concept of spreading your eggs – that is, your investments – across many baskets, or asset classes, to limit the damage when some of the baskets fall.