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Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end.

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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.

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.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.

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Weekly Market Commentary

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Research

Creating a Plan for Effective Wealth Transfer

Have you implemented estate planning strategies to help pass along more of your wealth to your heirs? If not, this article will motivate you to do so.

Advance Directives: Planning Ahead for Your Own Care

Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this potential concern.

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Market Watch

Recent Posts

Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025

Last week, investors were reminded of the persistent impact the pandemic had on many macro models. In particular, the Leading Economic Index (LEI), which has historically been the Conference Board’s accurate leading indicator of the business cycle, still points to a deep, imminent recession as of last month.

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