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.
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Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025
And while we think the interplay between the good (lower rates) and bad (higher term premium) will persist throughout the rest of the year, given the still resilient economic conditions, we think rates, particularly the 10-year Treasury yield, could drift higher in the near term before ending the year between 4.0% to 4.5%.
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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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