Check out Goodman Financial’s quarterly newsletter, and stay informed on the latest market trends, investment insights, and timely, relevant financial advisory topics. Read our Goodman Report today!

The Goodman Report - Spring 2024

The Goodman Report - Q1 2024
Inside This Issue:

  • Stretching the Rubber Band Part II
  • Financial Terms from A to Z
  • Focus on Philanthropy
  • Welcome Paul Palmer

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The Goodman Report - Spring 2023

The Goodman Report - Q1 2023
Inside This Issue:

  • US Government Debt:
    Not A Problem Until It Is
  • Preparing for Tax Filing Season
  • Cougar 100 Award
  • Complimentary CPE Course Schedule

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The Goodman Report - Summer 2023

The Goodman Report - Q2 2023
Inside This Issue:

  • Protecting Your Nest Egg
  • Exploring Fixed Income Investments
  • GFC Interview with Houston Business Journal
  • Welcome Antonio Castillo

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The Goodman Report - Fall 2023

The Goodman Report - Q3 2023
Inside This Issue:

  • Gifting Strategies to Charities & Loved Ones
  • Developing Distress in Private Lending
  • Complimentary CPE Course Schedule

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The Goodman Report - Spring 2022

The Goodman Report - Q1 2022
Inside This Issue:

  • The Cranky Consumer
  • New Year, Fresh Start: Financial Planning Checklist
  • Focus on Philanthropy
  • Complimentary CPE Course Schedule

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The Goodman Report - Summer 2022

The Goodman Report - Q2 2022
Inside This Issue:

  • Simplifying Bonds: Pricing & Interest Rates
  • Retirement Planning Success: Impact of Market Declines on Monte Carlo Simulations
  • New Team Member Addition

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The Goodman Report - Fall 2022

The Goodman Report - Q3 2022
Inside This Issue:

  • Tax-Efficient Distribution Planning
  • Housing Market Update
  • Client Appreciation Social & Education Event
  • Complimentary CPE Course Schedule

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The Goodman Report - Winter 2022

The Goodman Report - Q4 2022
Inside This Issue:

  • Year-End Planning
  • Election & Stocks
  • Focus on Philanthropy
  • Client Appreciation Social & Education Event
  • Houston Business Journal - Best Places to Work

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