Mighty Mid-Caps

Our clients have long heard us espouse the value of having some exposure to small-cap stocks, referring to Morningstar/Ibbotson data that evidences how small-caps have outperformed large-cap [...]

Impact of Robo Advisors

As seen in the Forum Magazine Robo-advisors have become a favorite topic for the personal finance press. They would have readers believe that traditional financial advisors should begin packing [...]

Protecting Yourself Online

There is a proliferation of articles in the news these days about cybersecurity.  As more and more people share an increasing amount of detail about their life online, cybersecurity becomes an [...]

Fiduciary Duty in the News

While the term fiduciary is one familiar to those in the legal profession, it previously did not get much play in the financial or mainstream press. While Goodman Financial has always been held [...]

Risks in Employer Retirement Plans

We visit with prospective and current clients who have substantial wealth in their employer sponsored retirement plans such as a 401(k) or 403(b).   While it’s well documented that many pension [...]

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