Summer Reading List - Understanding Investments
Submitted by Radix Financial on May 26th, 2016I'm having a great day!
I write because I don’t know what I think until I read what I say.
I'm having a great day! 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 October is off to a great start! We’re only five days in and the market (DJIA) is up 3%, the Sooners are still undefeated and there’s lots to be positive about. Well it’s tax time again, and it always seems as we near the dreaded April 15th deadline, the weather suddenly turns perfect, and fooling with taxes is the last thing you or I want to worry about. Be honest, just by the title, I’ve already alienated half my audience. Particularly in this part of the country, where conservative values and Dave Ramsey reign supreme; a “pro” personal debt article is going to cause some controversy. But before you reach for the pitch forks and lobby to have my CFP® revoked; just hear me out. Unquestionably there is an excitement that emanates from the world of stock picking, where fortunes are won and lost on trading floor arenas, and stock sleuths frantically search for the next Apple or Google.Summer Reading List - Understanding Investments
Submitted by Radix Financial on May 26th, 2016
How Much Money Do I Need Before I Can Invest with You?
Submitted by Radix Financial on May 13th, 2016
Earnings (still) Matter.
Submitted by Radix Financial on January 19th, 2016
Truth and Lies: Uncovering the Truth about Life Insurance
Submitted by Radix Financial on December 8th, 2015
Q3 2015 COMMENTARY
Submitted by Radix Financial on October 5th, 2015
Rethinking Your Charitable Gifting with Appreciated Stock
Submitted by Radix Financial on April 6th, 2015
In Defense of the Debt Monster, Get it before its Gone
Submitted by Radix Financial on February 26th, 2015
Active vs. Passive Investing – Game On
Submitted by Radix Financial on February 17th, 2015