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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
Three Factors That Could Change the Course of Inflation | Weekly Market Commentary | July 25, 2022
LPL Research discusses several factors that could shift the course of inflation.
Managing Volatility | Weekly Market Commentary | July 18, 2022
LPL Research discusses several factors causing volatility and what may lie ahead in 2022.
Research
Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022
LPL Research assesses economic and market conditions for the rest of 2022.
Global Portfolio Strategy | July 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
Market Watch
Recent Posts
Global Portfolio Strategy | August 3, 2022
The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.
Contact Us
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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