Mighty Mid-Caps

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 [...]

Impact of Robo Advisors

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 [...]

Risks in Employer Retirement Plans

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 [...]

The Politics of Investing

At Goodman Financial, our Investment Committee begins each meeting with a discussion of the current political environment. The conversations are not driven by any person’s political leaning, but [...]