Generation to Generation
You’ve spent a lifetime building financial independence—not just for yourself, but to support and uplift your family. But without a clear estate plan, the legacy you’ve worked so hard to create may be left to the courts to decide.
At Dallas Financial Advisors®, we believe estate planning is more than a legal necessity—it’s a powerful act of stewardship. A well-crafted plan seeks to preserve your wealth, protect your loved ones, and ensure your assets are passed on according to your wishes. It’s about creating continuity, clarity, and confidence across generations.
Our approach integrates financial planning, asset conservation, and strategic legacy design. Whether through wills, trusts, or insurance solutions, we help you build a framework that supports your retirement goals and manages your family’s future.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Recent Posts
Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025
Year three of this bull market was a strong one. After a bit of a slow start — the S&P 500 rose 21.4% during the first year of this bull compared with the average first-year gain near 40% — year two was a catch-up year with a 32.2% gain vs. a second-year average of 12.4%. Then in year three, a year that had produced an average gain of only 5.2% historically, the S&P 500 rallied 16.1% (through October 8, 2025, before Friday’s sell-off). As noted in the “After a Strong Third Year, This Bull is Ahead of Schedule” chart, the nearly 89% gain in the S&P 500 since this bull market began on October 12, 2022 (excluding dividends), is well ahead of the average and median three-year advances for all bull markets since 1950.
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Dallas, TX 75251
Office: 214-245-4572
Fax: 214-261-2214
Email: donnye.winship@dallasfinancialadvisors.us
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