Goodman Financial

09/02/2026

What do the Nifty Fifty, BRICs, FANG, and the Magnificent Seven have in common? Each one started as a smart observation and ended up an overcrowded trade.

Our Investment Team looks at why catchy market acronyms keep pulling investors in, the psychology behind the bandwagon effect, and the three steps to keep from getting caught holding the bag when the theme fades.

Read the full article:

Over the years we have seen investors flock to popular themes, drawn to simple narratives and acronyms that make markets seem understandable. Once a theme

09/01/2026

We're proud to partner with Houston Sports & Social Club and support a community that brings young professionals together through sports, connection, and fun! Here’s to teamwork, healthy competition, and planning for a strong financial future!

08/26/2026

Have you registered for our next CPE seminar?

Join our Goodman Financial team of speakers for our upcoming sessions and earn complimentary CPE in conjunction with Houston CPA Society. Register today: https://www.goodmanfinancial.com/for-cpas/

📚 Still Time to Register for Goodman Financial Fall CPE Sessions!

Looking for an upcoming opportunity to earn CPE and connect with fellow professionals? There’s still time to join Goodman Financial and TXCPA Houston for the next sessions in this complimentary fall CPE series.

The series features timely topics covering financial planning, investing, risk management, and more, with live, in-person sessions designed to provide an engaging educational and networking experience.

⏰ The next session is coming up soon on 9/3, and seats are still available! Space is limited, so register today.

🔗 TXCPA Houston Members Registration: https://www.tx.cpa/houston/search?page=1&search=goodman%20financial&group=Events

🔗 Non-Member Registration: https://www.goodmanfinancial.com/for-cpas/non-member-registration/

08/26/2026

Your 30s may be the most financially valuable decade you'll ever have - not because you'll earn the most, but because your decisions now have the longest runway to compound.

Associate Advisor, Albert Wagner, CPA, outlines the six decisions that matter most: capturing your 401(k) match, choosing the right accounts, investing for the long horizon, sequencing debt payoff, protecting your income, and avoiding lifestyle inflation.

Read more:

Why the years between 30 and 40 may be the most valuable stretch of your financial life.

08/24/2026

Mahjong, Martinis, & Mocktails 🀄🍸

We had a wonderful evening bringing together clients and guests of Diana Castro, CPA, CFP®, Senior Financial Advisor, and Antonio F. Castillo, Associate Advisor, for a fun, intimate night of Mahjong, martinis, mocktails, and great conversation at the Houston Racquet Club!

A special thank-you to Daniela Garduño for teaching us the game and making the evening so much fun!

We loved connecting with our clients and guests in a more intimate setting and look forward to hosting more small client events throughout our Financial Advisory Team!

Thank you to everyone who joined us and made the evening a success!

08/21/2026

Double the games, double the fun! ⚾️

We were proud to sponsor Houston Sports & Social Club’s Softball DoubleHeaders League, bringing Goodman Financial branded bags, an evening of competition, and some extra fun to the fields across Houston!

Congrats to all the teams who competed and made it a great evening! We’re proud to partner with HSSC and look forward to supporting more events like this!

08/19/2026

Inflation isn’t just a number in the news - it’s showing up in your grocery cart, gas tank, rent, and long-term financial plan.

In his latest article, Associate Advisor, Robert Jake Haverly, CFP®, breaks down what inflation is actually costing households today, why the headline rate may not tell the whole story, and how your investment strategy can help protect your purchasing power over time. Because staying financially healthy isn’t just about how much your money grows, it’s about how much that money can actually buy.

Read Jake’s latest article:

Most people don't notice inflation until it lands in their own hands.

08/18/2026

Congratulations to the Cougar Financial Planning Society on officially earning 501(c)3 nonprofit status!

We're proud to have supported CFPS as one of its first sponsors, and even prouder of the mission: developing the next generation of financial planners at the University of Houstonuston. Congrats to the whole team, especially Khalid Sweis, Cecilia Wetmore, and Matthew Ogunrin on making this official.

Go Coogs!

08/17/2026

This National Finance Day, we're celebrating the value of teamwork-both on the field and in your financial life!

Whether you're building wealth, preparing for retirement, or planning for life's next chapter, every financial goal starts with a solid strategy. We're proud to partner with the Houston Sports & Social Club, bringing together a shared commitment to helping people build connections, achieve goals, and invest in long-term success.

08/14/2026

Our team was proud to attend the UH Bauer College of Business Alumni Association Annual Meeting at Wakefield Crowbar this week.

As proud University of Houston supporters, it was great catching up with fellow alumni, networking with the Coog community, and celebrating the continued growth and success of the Bauer College network.

Go Coogs!