Goodman Financial

A college career may be short. Your financial future isn’t.

In his latest article, Hunter Coday, CFP®, Senior Financial Advisor, explores how NIL earners can make the most of their income today while building a foundation for tomorrow.

Read more:

www.goodmanfinancial.com

We're proud to be a Diamond Sponsor of TXCPA Houston's 2026 F.A.C.T.S. Conference!

Our Associate Portfolio Manager, Ben McCue, CFA, will lead a two-part Financial Planning Track session on Reality Based Investing, exploring how to look beyond the headlines and evaluate investment information with the right context.

We look forward to seeing our fellow CPA friends November 18–19 at Norris Conference Center, CityCentre!

Headlines move fast. Good investment decisions require looking deeper.

Join Ben McCue, Associate Portfolio Manager at Goodman Financial Corporation, at 2026 F.A.C.T.S. for a two part Financial Planning Track session, Reality Based Investing.

Across two consecutive sessions, Ben will explore how news headlines, market forecasts, prognosticators, and even data itself can be misleading when viewed without the right context.

Attendees will gain perspective on how to look beyond the noise, evaluate investment information more critically, and consider strategies designed to help protect their financial future.

Reality Based Investing, Part 1
November 18
1:30 to 2:20 p.m. CT
1 CPE hour

Reality Based Investing, Part 2
November 18
2:30 to 3:20 p.m. CT
1 CPE hour

Ben's experience includes investment research, portfolio management support, equity research for institutional clients, investor relations, and corporate communications. He is also a Chartered Financial Analyst Charterholder and a member of CFA Institute and CFA Society Houston.

Join us at 2026 F.A.C.T.S., the Fall Accounting Conference & Technology Symposium.

November 18 and 19
Norris Conference Center, CityCentre
Up to 20 CPE hours
Early Bird pricing ends September 18

Register early and save $50 at bit.ly/2026FACTS

Is your money in the right place?

Savings and investments each have a very different job. One protects you from the unexpected; the other builds wealth over time. Mixing them up can mean taking on too much risk or leaving growth on the table.

Financial Planner, Anna Ceker, explains the difference, walks through the 2026 retirement and HSA contribution limits, and shows how a Houston household could put both to work in a real-world example.

Read more:

Two Different Tools, One Financial Plan: Understanding the Difference Between Saving and Investing - Goodman Financial And why getting both right is the foundation of every successful financial plan

The Dow, the S&P 500, the Nasdaq - most investors quote them daily, but few know how differently they're actually built.

In our latest article, our investment team traces the history of the major indices back to 1896, and explains why the S&P 500's market cap-weighted methodology has quietly concentrated risk at the top - nearly 30% of the index now sits in just five names. We call it the "ouroboros" of passive investing: the snake eating its own tail.

Read the full article:

A Brief History of the Major Indices…and Interesting Differences - Goodman Financial The Dow Jones Industrial Average (DJIA) was launched in 1896 by Charles Dow (co-founder of the Wall Street Journal) and his partner, statistician Edward

We’re excited to be a Diamond sponsor of Houston CPA Society’s 2026 F.A.C.T.S. Conference!

Our Chief Investment Officer, Robin Kollannur, CFA, will kick off the Financial Planning Track with a Financial Market Update on November 18. With more than three decades of investment experience, Robin will share his perspective on today’s market environment and what may lie ahead.

We look forward to connecting with our fellow Houston CPAs this November!

What could the financial markets have in store for the months ahead?

Join Robin Kollannur, Chief Investment Officer at Goodman Financial Corporation, at 2026 F.A.C.T.S. for Financial Market Update.

With more than 32 years of experience in portfolio management, asset allocation, and investment analysis, Robin will provide insight into the current financial market environment and share his perspective on what the future may hold.

Financial Planning Track
Financial Market Update
November 18
9:10 to 10:00 a.m. CT
1 CPE hour

Robin brings decades of investment leadership experience, including senior roles at Northern Trust Investors, Rothschild Asset Management, and Brandes Investment Partners.

Join us at 2026 F.A.C.T.S., the Fall Accounting Conference & Technology Symposium.

November 18 and 19
Norris Conference Center, CityCentre
Up to 20 CPE hours
Early Bird pricing ends September 18

Register early and save $50 at bit.ly/2026FACTS

Start your morning with breakfast, good conversation, and a Financial Markets Update from Robin Kollannur, CFA!

Register today and join us with TXCPA Southeast Texas on September 23 in Beaumont, where Robin will share insights on equity and fixed income markets, global economic conditions, monetary policy and the geopolitical factors shaping today’s financial landscape. https://www.tx.cpa/events/event-details?eventId=50cf8369-0078-c23f-f397-0b49f97d19f9

Start your morning with breakfast and a closer look at the financial markets.

Join TXCPA Southeast Texas on Wednesday, Sept. 23, from 8–10 a.m. at Wathen, DeShong & Juncker, LLP in Beaumont for Financial Markets Update with Robin Kollannur, CFA, of Goodman Financial Corporation. Gain insights into equity and fixed income markets, global economic conditions, monetary policy and the geopolitical factors shaping today’s financial landscape.

Enjoy a morning of good conversation, breakfast and timely financial market insights — while earning CPE. Register today! https://www.tx.cpa/events/event-details?eventId=50cf8369-0078-c23f-f397-0b49f97d19f9

Budgeting isn’t one-size-fits-all - it’s about finding an approach that actually fits your life.

In our latest article, Senior Financial Advisor Diana Castro, CPA, CFP®, breaks down four popular budgeting methods - envelope, 50/30/20, zero-based, and pay-yourself-first - and shares how to build a plan that works for you and sticks.

Read more:

From Avoidance to Confidence: Rethinking How You Budget - Goodman Financial The concept of budgeting tends to spark very different reactions. Some people light up at the chance to open a detailed spreadsheet or app and show exactly

Goodman Financial was proud to sponsor Caribbean Nights 2026, supporting the Houston Hospitality Alliance's inaugural signature fundraising event at MATCH - Midtown Arts & Theater Center Houston.

The evening brought together Houston’s hospitality, tourism, and business leaders to celebrate the vibrant culture, cuisine, and music of Haiti, the Dominican Republic, Jamaica, and Puerto Rico. Most importantly, every dollar raised supports the HHA Endowment at the Conrad N. Hilton College of Global Hospitality Leadership, helping provide scholarships and workforce development opportunities for the next generation of Houston hospitality professionals.

We’re proud to support an organization investing in Houston’s community and its future!

What's driving the markets this season?

In our August 2026 Market Commentary, "Yield Curve Cosplay," Robin Kollannur, CFA, Chief Investment Officer, and Michael Hariprashad, Senior Analyst/Trader, unpack why long-term Treasury yields are at their highest level since 2007 — and why we're staying defensive heading into the fall.

Watch the full commentary:

August 2026 Market Commentary - Goodman Financial Markets were up in August as broad markets rebounded from a weak July, with the S&P 500 Index up 2.7%, the Dow up 1.5% and the Nasdaq Composite up 4% for