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PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos
What a year 2020 has been. This has, without a doubt, been a year of uncertainty and change. For a lot of people, the best...
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What’s a Fiduciary and Why Do You Need One in 2021?
There were a lot of tough lessons learned in 2020, as the Coronavirus pandemic crippled many people financially with layoffs, shutdowns and dramatic shifts in...
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What’s a Fiduciary and Why Do You Need One?
There were a lot of tough lessons learned in 2020, as the Coronavirus pandemic crippled many people financially with layoffs, shutdowns, and dramatic shifts in...
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PAX Financial Group Breaks Down 2 Forms of Social Investing
Social investing, or Socially Responsible Investing (SRI), is a strategy that focuses on making investments in companies that avoid unethical behavior, consistently make socially responsible...
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How Automation Can Make You a Better Investor
Technology is an amazing thing, and recent advances have simplified our lives and streamlined processes in ways we never would have thought possible, even just...
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PAX Investments: Feeling Good About Your Portfolio
What makes a good investment? If you asked 10 people this question, you’d probably get 10 different answers. Of course, there are some non-negotiable traits...
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A Comprehensive Financial Planning Checklist – For Kids!
No one wishes to raise financially irresponsible children or set out to intentionally teach their kids bad money habits. But if you don’t set a...
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A Guide to Faith-Based Investing: 3 Steps to Getting Started
As a financial advisor in San Antonio and founder of PAX Financial Group, I talk to people every day who want to invest. Something I’m...
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How to Practice Mindful Spending
The COVID-19 crisis has almost definitely made significant changes to your spending habits – less eating out; fewer trips to the store. And if you’re...
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One Tip That Can Help You Avoid Retirement FOMO
There’s one common factor that many people forget to consider when planning for the future that leaves them suffering from retirement FOMO (Fear Of Missing...
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4 Things Pre-Retirees Worry About Most – And What To Do About It
Are you anxious about transitioning into retirement? You’re not alone. A recent study shows that 65 percent of pre-retirees worry if they’re saving enough for...
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Can I Be Financially Responsible and Still Have Fun? Follow This 6-Step Plan
Let’s squash this myth right now: Having a financial plan does not mean you can’t have any fun. In fact, you may be able to...
