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
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
