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What's In A Number?

Those who know what they have fare better than those who don't. Let's talk.

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Relationship Ambassadors

Do you have a plan to go from here to there? Let's talk.

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I was very uninformed when I started my 401k journey late in life. Brad has been a treasure trove of advice and wisdom in what to do to try to get on track for retirement. I appreciate his quick response to texts and phone calls and the way that he treats me like a friend, and not a just a client.


Nathan B.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Achieving Goals Together

The first question that usually comes up is, "How do you pronounce that company name?" It's simple. Dy-ad-ic (dictionary version: Di-'a-dik). Dyadic is essentially a synonym for twins. The founder of Dyadic Financial Management has a very special relationship with a particular set of twins that are featured throughout this website.

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Throughout the website you will find a wealth of information in the form of newsletter articles, calculators, and research reports. You can also see any upcoming seminars that we have planned.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Start by finding out your personal risk number.

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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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