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Market Insights

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.
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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
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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
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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 recommended
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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
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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

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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

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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

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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 of

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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

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Number Of Next Generation's Millionaires | Radix Financial
Amy Hubble | Jul 19, 2018

The Next Generation of Millionaires

Personal Finance
Education
Emergency Savings

I know I’m a little late getting this quarter’s newsletter out, but I promise I have a good excuse.  On June 28th I successfully defended my dissertation and

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Amy Hubble | Apr 3, 2018

"Finding Harmoney" With Financial Therapist, Megan Ford

Couples
Money

Am I crazy or does this winter seem to go on forever?  It's been generally cold, with a few beautiful warm days; then warm for a while, with a few chilly days

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