For many families and individuals, estate planning feels like something to address later in life. It is often associated with retirement, advanced age, or significant wealth. In reality, estate planning […]
Do You Have an Estate Plan? Why You Should Not Wait Read More
Retirement is often described as a finish line. In reality, it is one of the most significant financial transitions an individual will experience—and one that requires thoughtful preparation well before
Are You Making These Retirement Mistakes? Read More
EQUITY & FIXED INCOME MARKETSIn February, equity markets delivered mixed results. The S&P 500 Index declined -0.8%, while the Dow Jones Industrial Average gained 0.3% and the Nasdaq Composite fell
February 2026 Market Commentary Read More
EQUITY & FIXED INCOME MARKETSEquity markets favored small and mid-caps in January. The S&P 500 Index returned 1.5% while the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index
January 2026 Market Commentary Read More
EQUITY & FIXED INCOME MARKETS Equity markets favored small and mid-caps in November with the S&P 500 Index, the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index returning
November 2025 Market Commentary Read More
Inside This Issue: A Brief History of the Major Indices…and Interesting Differences, Year-End Charitable Giving: Timing, Tax Savings, and New Rules, & Houston Business Journal – Best Places to Work
The Goodman Report – Winter 2025 Read More
EQUITY & FIXED INCOME MARKETS Equity markets favored large caps in October, with the S&P 500 Large-Cap Index, the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index returning
October 2025 Market Commentary Read More
Turning 65? Discover when to enroll in Medicare, how to avoid late penalties, and what coverage options fit your needs.
Do I need to sign up for Medicare? Read More
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
Inside This Issue: Bidding a Fond Farewell, Mental Decline: Are you prepared?, Focus on Philanthropy, & Complimentary CPE Courses
The Goodman Report – Fall 2025 Read More
