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DALLAS FINANCIAL ADVISORS®
Our 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
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Weekly Market Commentary
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
IPOs as a Market Tell: What a Recent Uptick Could Mean | Weekly Market Commentary | April 1, 2024
The IPO process awards the largest portion of new shares to the institutional market by a wide margin. Here we provide an update on recent IPO activity, performance, and discuss why IPO activity matters for markets.
Research
Client Letter | Six Months and Counting | August 5, 2021
Amidst elevated valuations for the stock market, our outlook remains positive because of robust fundamental drivers.
Global Portfolio Strategy | July 15, 2021
See LPL Research’s latest monthly market outlook in the July 2021 Global Portfolio Strategy.
Market Watch
Recent Posts
Pullbacks Are Common but Painful | Weekly Market Commentary | August 12, 2024
Like a stubbed toe, pullbacks in the market are inevitable, something investors tend to forget during periods of low volatility.
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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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