Our Blog
by Darryl W. Lyons
25 Nov 2024
How ETFs fit into a core-satellite investing approach
Don’t be too concerned if the term “core-satellite investment strategy” is new to you. They are new to many investors who are still relying on...
by Darryl W. Lyons
18 Nov 2024
How Your Financial Advisor Will Build a Custom Core-Satellite Plan for You
A core-satellite investment plan is a method of managing your investments around two main components. The core consists of a passively managed portfolio that tracks...
by Darryl W. Lyons
11 Nov 2024
Long-Term Financial Planning and the Core-Satellite Model
The best partnerships thrive on support, mutual growth, and moving ahead as one. Long-term financial planning and core-satellite investing can work together as a team...
by Darryl W. Lyons
28 Oct 2024
3 Ways Core Satellite Helps To Manage Your Investment Risk
One of the primary ways a San Antonio wealth advisor can benefit you is to manage your investments with an objective of maximizing return and...
by Darryl W. Lyons
17 Oct 2024
Why Monte Carlo Simulations Matter for Your Financial Future
We know from the past several years that the economy and the securities markets can fluctuate, life events happen, and no one can have an...
by Darryl W. Lyons
7 Oct 2024
Risks and Benefits of a Core-Satellite Portfolio
Before making an informed investment decision, weighing the pros and cons is wise, and a core-satellite portfolio is no exception. For many high-net-worth investors, the...
by Darryl W. Lyons
30 Sep 2024
Top Three Tactics For Starting Your Year-End Tax Planning
It’s hard to believe we are closing in on the last quarter of 2024. If you go into a Costco, they are promoting Christmas in...
by Darryl W. Lyons
27 Sep 2024
Empowering Texans: PAX Financial Group and Texas Heritage Bank
PAX Financial Group and Texas Heritage Bank are proud to collaborate and provide Texans with a unique blend of financial services that embody the values...
by Darryl W. Lyons
16 Sep 2024
What Is Your Net Worth and Why Does It Matter?
There are plenty of personal finance-related articles that reference net worth. It may sound complicated, but it is fairly simple to understand and calculate. In...
by Darryl W. Lyons
9 Sep 2024
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...
by Darryl W. Lyons
26 Aug 2024
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...
by Darryl W. Lyons
19 Aug 2024
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....