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

Federal Reserve building

Fed rate cuts on the horizon

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

Read more