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Donnye Winship
Dallas Financial Advisors® was established in 2004 after deciding that I can more effectively put my experience to better use through the Independent Advisor platform.
My career started in 1997 at Josephthal and Company after graduating from Texas Tech University with a dual major of Mathematics and Psychology. Shortly after I moved to Dain Rauscher, now RBC Dain Rauscher, so that I could further my training, during which I also acquired my Masters in Business Admiration (MBA) with a focus on Family Finance from the University of Dallas.
In 2004, after a great working experience with RBC Dain Rauscher, I decided I could better help my clients financial/investment challenges through the independent advisory channel of LPL Financial. I do this by using a total wealth management approach. Each area of investing is crucial, but managing them collectively is one of the most important factors in overall financial success.
Recent Posts
Keys to Stock Market Gains in 2025 | Weekly Market Commentary | December 30, 2024
As 2024 draws to a close, investors have fully embraced the stock market. The S&P 500 is up more than 25% year to date. The broader Russell 3000 Index is up 24%. The Nasdaq Composite is up over 31%. Even the laggards are up double-digits with 12% and 14% advances for the small cap Russell 2000 and the Dow Jones Industrial Average. Volatility was low, with a maximum peak-to-trough decline for the S&P 500 of 8.5% (the long-term average max drawdown is over 13%). As we turn our attention to 2025, the supports of the past year largely remain in place, but some additional pillars have been added as we discuss below.
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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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