Financial Planning

Market Volatility: The Greatest Victory is to Conquer Yourself

Market volatility can feel like riding a rollercoaster: thrilling at times, but also nerve-wracking and unpredictable. When faced with sudden drops or unexpected gains, it’s easy to let emotions take control. However, one of the most important lessons in investing […]

The Impact of Trump’s Tariffs: What Investors Need to Know

On Wednesday, April 2nd, President Donald Trump unveiled plans to impose some of the most aggressive tariffs seen since the 1930s. This announcement sent the United States stock market into a state of turmoil. Within two days of the big […]

I Contain Multitudes: The Human Side of Financial Planning

“Do I contradict myself? Very well then I contradict myself, (I am large, I contain multitudes.)” —Walt Whitman, Song of Myself We live in a world that loves clarity. Pick a lane. Make a plan. Stick to it. But real […]

Budgeting Like an Ultra Marathon: How Your Spartan 50K Can Teach You Financial Discipline

Budgeting and ultra-endurance racing might seem like two completely different challenges, but they share a fundamental truth: success comes down to strategy, discipline, and long-term vision. When I ran the Spartan 50K Ultra, I learned lessons that apply just as much to […]

What Are the Benefits of a Fee-Based Financial Advisor?

Clients consider a wide range of factors when selecting a financial advisor. However, cost consistently ranks as the most crucial consideration. In a Magnify Money survey of over 1,500 Americans, 58% of respondents said fair fees are the most important […]

The Importance of a Living Financial Plan

Did you know Americans with financial plans are 2.5 times more likely to save enough for retirement? Even so, only 36% of Americans have a written financial plan in place. While financial planning has many benefits, not all financial plans […]

Donald Trump’s Election Victory: The Stock Market’s Response and Economic Outlook

On November 5th, Former President Donald Trump won the 2024 election. Many people attribute his victory to Americans’ dissatisfaction with the economy. According to exit polls, nearly half (45%) of voters feel worse off financially than during Trump’s previous term. […]

What You Need to Know About the Fed’s September 2024 Rate Cut

On September 18th, the Federal Reserve made a pivotal decision to implement a 50-basis-point cut, bringing the Federal Funds Rate down to a range of 4.75% to 5.00%. This move surprised many financial analysts expecting a more cautious quarter-point cut. […]

RAD Diversified 2023 Invest Wealth Summit Panel Discussion

Panel discussion with RAD Diversified’s partner vendors and Dutch Mendenhall at the 2023 Invest Wealth Summit in Tampa, FL. Learn from seven seasoned investment professionals as they provide advice to answer the audience’s investment questions.