Category: Financial Planning
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Generational Generosity: How Family Giving Plans Work
For many families, a guiding principle to live by is that giving brings more joy than receiving. A family giving plan provides an opportunity to...
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San Antonio Financial Advisor Tips for Charitable Giving
At PAX Financial Group, we understand charitable giving is more than just a financial gift—it’s an extension of your values and an opportunity to make...
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Build a Family Legacy Through Philanthropy and Smart Giving
At PAX Financial Group, we encourage all our clients to discuss with their families how they can work together to make a meaningful impact on...
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Faith-Based Investing with a San Antonio Financial Advisor
There is a growing trend among many people in the U.S. to use their investments as an extension of their principles and values. Many of...
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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...
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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...
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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...
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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...
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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...
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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...
