Our PAX Financial Blog
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Financial Planning (7)
Common Estate Planning Questions: How to Pass a Business on to the Next Generation
For a lot of business owners, their exit plans involve leaving their company to their children and...
5 minute read
5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too
Are you considering setting up a retirement plan for your employees? It can be a smart move, as...
4 minute read
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...
1 minute read
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
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
PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos
What a year 2020 has been. This has, without a doubt, been a year of uncertainty and change. For a...
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
How Automation Can Make You a Better Investor
Technology is an amazing thing, and recent advances have simplified our lives and streamlined...
4 minute read
