Our PAX Financial Blog
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financial advisor San Antonio (8)
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...
5 minute read
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...
4 minute read
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...
4 minute read
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...
3 minute read
PAX Financial Group Breaks Down 2 Forms of Social Investing
Social investing, or Socially Responsible Investing (SRI), is a strategy that focuses on making...
4 minute read
A Comprehensive Financial Planning Checklist – For Kids!
No one wishes to raise financially irresponsible children or set out to intentionally teach their...
5 minute read
How to Practice Mindful Spending
The COVID-19 crisis has almost definitely made significant changes to your spending habits – less...
5 minute read
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...
4 minute read
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...
5 minute read
