James Winkler

James Winkler

Senior Vice President - Financial Advisor, Portfolio Director Group

972-612-4241
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Lauren Johnson

Lauren Johnson, CFP®

First Vice President - Financial Advisor, Portfolio Director Group

972-612-4242
Email |

Latest Insights

Umbrellas

Nothing new about September slides for stock markets

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

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