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DALLAS FINANCIAL ADVISORS
My goal is to assist families and individuals in making sound, quality investment choices that will help shape their financial future. Read More.
GENERATION TO GENERATION
Imagine working a lifetime to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate? Read More.
WEALTH MANAGEMENT
With the assistance of Wealthvision, a sophisticated financial planning software program, I can help you with every stage of investing. Watch a video that explains how this sophisticated tool works by clicking here.
Weekly Market Commentary
How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.
Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023
LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends investors maintain a neutral duration relative to benchmarks with the expectation that Treasury yields are likely headed lower (or at least not much higher) over the next few quarters.
Research
Global Portfolio Strategy | December 7, 2022
The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.
Client Letter | Outlook 2023: Finding Balance | December 6, 2022
LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.
Market Watch
Recent Posts
How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.
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7616 Lyndon B Johnson Fwy, Suite 724
Dallas, TX 75251
Office: 214-245-4572
Fax: 214-261-2214
Email: donnye.winship@dallasfinancialadvisors.us
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