Skip to main content
menu
  • Home
  • About
    • History & Philosophy
    • Investment Advisors
    • Who We Serve
  • Solutions
    • Investment Management
    • Family Office and Trust
  • Resources
    • Client Login
    • Market Insights
    • Subscribe to Our Newsletter
  • Contact
  • lush green foliage

Market Insights

Amy Hubble | Apr 11, 2023

The Fed is Breaking Things

Interest Rates
FDIC Insurance
Fed Policy
While we continue to see volatility across the global markets, the key differentiator for the first quarter relative to 2022 is that we're seeing upside. Will
Read More
Radix Financial | Jan 16, 2023

Five Things We Believe in 2023

Investing
New Year's Resolutions
Interest Rates
Retirement
After what can only be described as a terrible, horrible, very bad year in the markets, it’s probably fair to say we’re all happy to see 2022 in the rearview
Read More
Radix Financial | Oct 13, 2022

Washtubs Not Teaspoons

Inflation
CPI
Fed
Investing
financial planning
Stocks
Bonds
Interest Rates
Retirement
We share our joint conviction that as we see it, now is one of the top three investment opportunities of our careers.
Read More
Radix Financial | Aug 10, 2022

Keeping Our Clients Cyber Safe

Cybersecurity
Fraud Prevention
Identity Theft
Credit Score
When it comes to protecting your money, fraud feels like a far-fetched improbability. But the reality is, as more jobs, services, and products move online, the
Read More
The Financial Economic Emergency Brake | Radix Financial
Radix Financial | Jul 7, 2022

The Economic Emergency Brake

Investing
Inflation
Fed Policy
Interest Rates
The first half of 2022 has not been great. For equities, it’s the worst start to the year since 1970, so it’s important for us to consider what it all means
Read More
Reimagining The Financial Emergency Fund | Radix Financial
Radix Financial | Oct 7, 2021

Reimagining the Emergency Fund

Emergency Savings
Investing
Getting Started
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
Read More
Special Purpose Acquisition Company (SPAC) | Radix Financial
Radix Financial | Jan 25, 2021

What the Frac is a SPAC?

Investing
Retirement
SPACs
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
Read More
The 2019 Secure Act In Retirement Plan | Radix Financial
Radix Financial | Jan 15, 2020

What is the 2019 S.E.C.U.R.E. Act?

IRA Retirement
Secure Act

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

Read More
Avoiding Big Investment Of Chute Risk | Radix Financial
Amy Hubble | Oct 31, 2019

Avoiding Big Chute Risk

Investing
Retirement

Ask anyone (Family Feud style) to name a board game about money--most will say Monopoly.

However, I think the better answer is Chutes and Ladders (or Snakes

Read More
Exploring Underutilized Financial Options | Radix Financial
Amy Hubble | Aug 9, 2019

Exploring Underutilized Financial Options For Special Needs Families

Special Needs Planning
Trade War

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

Read More
Amy Hubble | Jan 10, 2019

Batten Down The Hatches

Investing
Retirement

Happy New Year!

And, happy 4th anniversary to Radix Financial! Unless you’ve been hiding out under a rock somewhere, there’s been very little good news out

Read More
A Budding New Business Industry In Oklahoma | Radix Financial
Amy Hubble | Oct 15, 2018

A Budding New Industry

Cannabis Investing

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

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Important Disclosures

Privacy Policy
Legal, privacy, copyright and trademark information
Form ADV-2A
Form CRS

Connect

         

US: +1 (405) 673-5066
KY: +1 (345) 326-3110

Contact Us

© 2023 Radix Financial LLC All rights reserved.