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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...
Dr. Kristin Short serves as an Associate Investment Advisor and provides collaborative virtual support and consulting for all client account...
Crack open any personal finance book and right there on page one, chapter one, you’ll see a statement that says something along the lines of:
“It is recommended that individuals keep 3-6 months of income in an emergency fund.”
Happy New Year!
If you watch or read financial news, you’ve likely heard the Seussical term “SPAC” mentioned a lot in relation to a flurry of new companies coming public over the last year, accounting for approximately half of the IPO filings in the US.
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.
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