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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...
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).
Happy New Year!
All puns aside, this quarter is the perfect opportunity to explore the cannabis craze from an investment standpoint. Without getting political, I’ve taken a deep look at the market from a fundamental perspective, and I truly think there is value here. However, there's a lot of noise in the marketplace right now, lots of “dumb money” pouring into the space, and
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