Vestas recently beat on the top and bottom for Q1 2023 earnings displaying signs of recovery for profitability. See why I think VWSYF stock is overvalued.
Suburban Propane posted disappointing earnings due to warm winter but still had a promising future with strong dividends. See why I believe SPH stock is a buy.
Orion surpassed Q1 2023 expectations and provided solid guidance along with a share repurchase program until 2027. Click here to see our take on OEC stock.
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How we compiled this list: We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 15, 2020). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as