Category: financial advisor San Antonio
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Working in ‘Retirement’ – 4 Things to Consider
A San Antonio retirement doesn’t look the same to everyone. More and more people are deciding to work in retirement – finding new full-time work,...
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Is a Biblically Responsible Investing Strategy Right for You?
Biblically Responsible Investing (BRI) is a movement that has gained a lot of attention recently in the financial services industry, and it’s something that I’m...
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8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making
As a financial advisor in San Antonio, I see people generally fall in one of two groups when it comes to financial planning and preparing...
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Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right
Once upon a time, really not too long ago, investing was thought of as a concern for only the super-rich. But times have changed. While...
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ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend
As more and more investors turn to socially responsible investing, so comes an increasing interest in Exchange Traded Funds (ETFs). According to U.S. News, ETFs...
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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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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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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...
