Retirement Planning Success: Impact of Market Declines on Monte Carlo Simulations
Abrin Berkemeyer CFP®, AIF®, Associate Advisor As we know, markets move in three directions: up, down, and sideways. When the market declines, it can leave many wondering “am I still on track to [...]
Simplifying Bonds: Pricing & Interest Rates
Chris A. Matlock, CPA, CFA, Chief Investment Officer Bonds can be a daunting subject. You see their prices changing and yields varying, but how does all that work? What happens to bond prices as [...]
The Cranky Consumer
Ben McCue, CFA, Investment Research Analyst In 2021, the US economy continued to rebound after the ups and downs of 2020. Household wealth and consumer balance sheets are in the best shape in [...]
New Year, Fresh Start: A Financial Planning Checklist for the New Year
Chelsea A. Benoit, CFP®, Associate Advisor The new year typically ushers in fresh opportunities and an energy of renewal. This time of year encourages people to pause and reassess which areas of [...]
Insurance Review: Making Sure You Have the Right Protection
Diana Castro, CPA, CFP®, Associate Advisor It is the time of year when notifications for open enrollment for employer benefits, Medicare, health insurance marketplace, etc. start appearing in [...]
Stressed Out Supply Chains
Chris A. Matlock, CPA, CFA, Chief Investment Officer & Ben McCue, CFA, Investment Research Analyst It’s hard to open a newspaper, turn on the TV, or read a corporate earnings report without [...]
Houston Business Journal – Best Places to Work
By: Mashal Lakhani, MBA, Marketing & Communications Manager Goodman Financial has been named one of Houston’s Best Places to Work for 2021! Over the past 20 years, Houston Business Journal [...]
