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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.
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Weekly Market Commentary
New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.
Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2024
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were some misses. Some course corrections helped. Perhaps the most impactful decision we made was to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite expecting a stock market pullback around Election Day.
Research
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.
Client Letter | Looking Forward | July 5, 2022
Both stock and bond markets have been challenging this year, but LPL Research explains what this could mean looking forward.
Market Watch
Recent Posts
Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.
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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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