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After a thorough analysis of each client’s individual goals, income needs, time horizons, risk tolerance, and taxable considerations; a customized asset allocation is built with diversified equity and fixed income securities.
Radix Financial offers ongoing and project-term fiduciary consulting services to trustees, family offices, and non-profit foundation boards.
To better serve younger investors who are just starting out, Radix offers a hybrid online investment management platform.
Dr. Amy Hubble is the founding principal at Radix...
At the end of last December 2019, Congress passed what has become known as the “Secure Act.” This is a clever acronym for the full “Setting Every Community Up for Retirement Enhancement” Act.
Ask anyone (Family Feud style) to name a board game about money--most will say Monopoly.
Happy August!
I had originally intended to write this newsletter exclusively about special needs planning, a topic near to my heart; but, given the recent volatility in the financial markets, I will address that first (briefly).
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