Category: Financial Planning

San Antonio Financial Advisor Tips for Charitable Giving

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...
Build a Family Legacy Through Philanthropy and Smart Giving

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...
Faith-Based Investing with a San Antonio Financial Advisor

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...
How ETFs fit into a core-satellite investing approach

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...
How Your Financial Advisor Will Build a Custom Core-Satellite Plan for You

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...
Long-Term Financial Planning and the Core-Satellite Model

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...
3 Ways Core Satellite Helps To Manage Your Investment Risk

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...
Why Monte Carlo Simulations Matter for Your Financial Future

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...
Empowering Texans: PAX Financial Group and Texas Heritage Bank

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...
What Is Your Net Worth and Why Does It Matter?

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...

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