Investors continue to be successful going into the fourth quarter, with all major asset classes posting positive returns YTD.  Yes, you read that right…all of them, but we’ve still got a couple sharp turns to navigate before year end.

#1 Interest Rates

Read the full article here: Older boomers face IRA withdrawals or a 50% tax

As we move into the fall, it's time to start thinking about Required Minimum Distributions (RMDs) from IRAs.  A few things to keep in mind:

Last Thursday, residents of the UK, in a country wide referendum, voted 52% in favor of leaving the European Union, a so-called “Brexit”.  This largely came as a surprise, as most polls were predicting a victory for the “stay” camp.  Markets hate surprises, and as a result, we saw a global equity sell-off as investors headed for the sidelines.  In the

On Monday June 24, at the height of Brexit fallout, some automated robo-advisors made the decision to halt all trading, citing that this action allowed them to "shield clients from poor trade execution and higher transaction costs."  Selling into a downward volatile market is never in the best interest of clients, and at Radix we will never reco

Check out the article and full list here http://www.investmentnews.com/section/40-under-40/2016/profile/28/Amy-Hubble

Health savings accounts: A second retirement plan

I'm having a great day!

Ever since I starting in the financial management business, friends have asked this one simple question.

One year ago, I got up and drove to my new office, the first home of Radix Financial.  I had two trading screens, a scanner, a coffee pot, and a borrowed folding table.  I had zero clients and no money to manage.  I wanted to try things my way, to do things right, and have the flexibility to help a broader clientele; but I would be lying if I said I wasn’t terrified of

I’m going to talk about life insurance. I’ve given you fair warning, turn back now if you can’t handle it.

I’m going to come right out with it. INSURANCE IS NOT AN INVESTMENT. Eh uh uh uh, before you say it…no, not even life insurance. Keep this perspective in mind as we go along.