Market Insights

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Pow Pow Pow-er Deals: The New Investment Case for Utilities

Radix Financial

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October 20, 2024

As we reflect back on the third quarter of 2024 and look forward, the theme of energy seems to be at the forefront of both market performance and investor sentiment. Several key developments related to energy, utilities, and oil are driving the conversation.

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Investment Strategy

Cash is King...but Our Princess is in Another Castle

Radix Financial

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July 30, 2024

Recently, we've had a lot of clients ask about where to put excess cash to get the best bang for their buck, which tells me it's a topic on a lot of people's minds. So let's talk about it! After over a decade of historically low rates…

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Investment Strategy

Back to the Future: AI, Demographics, and DeLoreans

Radix Financial

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July 10, 2024

Great Scott!! For those of you who regularly follow our lame attempts at short-form video, you know that we generally focus on headline data of immediate interest – like stock market performance, inflation, Fed policy, and unemployment.

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Investment Strategy