Investments

By: Chris Matlock, CPA, CFA | Chief Investment Officer The past few months have seen a parade of disappointing employment data releases.  Consider the following: The U.S. unemployment rate has [...]

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 [...]

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 [...]

By: Ben McCue, CFA, Investment Research Analyst For much of the last few decades interest rates have been steadily declining and, with the onset of the COVID pandemic, rates are now at historic [...]

We last wrote about bitcoin in our Spring 2018 Newsletter article titled Bitcoin, Bubbles, and the Fear of Missing Out, which was written just about the time that Bitcoin prices were peaking near [...]

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 [...]

We thought it would be instructive to share some of the thoughts from our response on December 21, 2017 to a client query about Bitcoin.  This article highlights and expands on those thoughts. [...]

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 [...]

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 [...]

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 [...]