SEPTEMBER 2025 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS COMMENTARY Equity markets were up in September, led by the resumption of the mega-cap technology trade tied to Artificial Intelligence (AI). […]
September 2025 Market Commentary Read More
AUGUST 2025 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS COMMENTARY Stocks posted strong gains during August on the tailwinds of a market rotation away from mega-cap technology stocks and into
August 2025 Market Commentary Read More
Goodman Financial Unveils New Chief Investment Officer: Robin Kollannur, CFA Houston, TX – August 25, 2025 – Goodman Financial Corporation is thrilled to announce that Robin R. Kollannur, CFA, has
Holy Asset Allocation, Batman! Read More
Wade D. Egmon, CPA, CFP® On July 4, 2025, President Trump signed into law the informally named “One Big Beautiful Bill Act” (OBBBA), a budget reconciliation bill that includes significant
Tax Law Update: Key Planning Insights from the OBBBA Read More
Morgann Zimmer, CFP® As we reach the midpoint of the year, it is a fitting time to step back and revisit your financial plan. While comprehensive planning is inherently long-term,
Staying Financially Cool This Summer: Smart Mid-Year Financial Planning Read More
By: Wade D. Egmon, CPA, CFP® | Senior Financial Advisor On January 5, 2025, President Joe Biden signed the Social Security Fairness Act (“The Act”) into law. This legislation, which
The Social Security Fairness Act Read More
