Nate Hoskin, founder of Hoskin Capital, discusses his journey in growing his practice and servicing a younger clientele. He emphasizes the importance of asset allocation and a quantitative approach to investing. Nate highlights the role of modern portfolio theory in optimizing portfolios and the need for personalized investment strategies. He also stresses the value of financial planning and consistency in achieving financial independence. Nate addresses the lack of education in the financial advisor toolkit and the challenges in creating educational content.
In this episode , we chat with Nate Hoskin of Hoskin Capital about financial planning for millennials and Gen Z. Learn about his approach to investing, asset allocation, and education for younger investors.
Please enjoy our conversation with Nate Hoskin.
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