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
Inside This Issue: Q&A on Alternatives, Annuities, Political Environment, and Selective Ramblings, Staying Financially Cool This Summer, Check Out Our New Website, & Welcome Jordan Diemer
The Goodman Report – Summer 2025 Read More
Inside This Issue: A Case for International Stocks, The Social Security Fairness Act, Focus on Philanthropy, Complimentary CPE Courses in Coordination with TXCPA Houston
The Goodman Report – Winter 2025 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
Inside This Issue: Knowledge is Power when it comes to Scams & Fraud, Investment Implications of the 2024 Election, Houston Business Journal—Best Places to Work, Women Who Mean Business Honoree
The Goodman Report – Winter 2024 Read More
We are asked often by our clients what their adult children should be thinking about regarding financial planning for themselves and for their families. We thought it may be helpful if we shared a few suggestions that existing or new clients could pass on to their children, or extended family members.
Financial Planning as a Family Read More
As the new year quickly approaches, we want to help you plan for 2025 by providing important information related to tax rates and other planning thresholds. The IRS recently announced inflation-adjusted updates for 2025. These numbers are for the tax year beginning January 1, 2025.
2025 Tax Rates and Planning Limits Read More
