James Winkler

Senior Vice President - Financial Advisor, Consulting Group

972-612-4241
Email |
Lauren Johnson

Lauren Johnson, CFP®

First Vice President - Financial Advisor, Consulting Group

972-612-4242
Email |

Latest Insights

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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