Category: Financial Planning
Share:
Transitioning to the Next Chapter in Your 50s and 60s: A Financial Guide for San Antonio’s Faith-Based Community
As you enter your 50s and 60s, retirement planning takes center stage. For San Antonio’s faith-based community, reflecting on financial goals and connecting them with...
Share:
What does it mean to be a Certified Loss of Life Advocate Advisor?
Losing a loved one is one of the most challenging experiences anyone can face. In addition to the emotional pain, families are often left navigating...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
