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Is Core-Satellite Investing Right For You?
Asset allocation has been proven to be one of the key determinants of portfolio performance. One of the potential methods of asset allocation is known...
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Rethinking Retirement: A New Perspective for Generation X
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the evolving concept of retirement, particularly...
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Purposeful Planning – Using Reflection to Shape Your Future
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, asks the profound question: “Where are you going...
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How Your Financial Advisor Uses Monte Carlo Simulations To Improve Your Financial Plan
Investment portfolios are a major part of any financial plan. Their many functions include; preparing for retirement and providing funds to live on in an...
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Turning Off the Noise: Managing Market Stress
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, reflects on the unexpected chaos that unfolded on...
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Estate Planning 101 for San Antonio, Texas Residents
Estate planning refers to the disposition of your assets after you pass away and planning for your affairs to be managed should you become incapacitated....
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Unlocking Your Investment ‘Why’ with Bryan Wing
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, is joined by Bryan Wing, Financial Advisor and...
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A Secure Retirement: Mastering Pivot Planning
“Retirement is not the end of the road. It’s the beginning of the open highway.” In this week’s episode of Retire in Texas, CEO and...
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How Often Should You Do an Estate Plan Beneficiary Review?
Estate planning in San Antonio, TX is an essential component of long term-financial planning. Estate plans consist of Last Will & Testaments and trusts, both...
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Understanding Financial Guidance and Introducing New Perspectives
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-founder of PAX Financial Group, explains the pivotal role financial advisors play in...
