Retire In Texas

Why Diversification Matters: Beyond the S&P 500


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In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores the importance of diversification and why blindly following the S&P 500 may not be the best investment strategy. While many investors believe in a simple, passive approach, history has shown that overreliance on any single asset class can be risky - especially in unpredictable market cycles.

Key highlights of the episode include:

• Lessons learned from the Lost Decade (2000-2010) and how a stagnant S&P 500 impacted investors. • Why the four largest companies in the world in 1989 - based in Japan - led to a 30-year bear market. • The role of alternative investments such as private equity, private debt, and infrastructure in modern portfolios. • How PAX Financial Group approaches diversification to balance risk and opportunity in today's market.

For additional insights and to learn how PAX Financial Group can guide your financial journey, visit www.PAXFinancialGroup.com. If you enjoyed this episode, share it with someone who could benefit!

Resources:

Amazon.com: The Allocator's Edge: A modern guide to alternative investments and the future of diversification: 9780857197931: Huber, Phil, Asness, Clifford: Books

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Retire In TexasBy Darryl Lyons

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