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Monthly Archives: February 2018

Bull Markets

Bull Markets Submitted by Southwest Investment Advisors on February 16th, 2018 27 Bull Markets this Century   What signals the beginning of a Bull Market?  When markets rise 19% above the market lows; that is the threshold from which advances have then risen 93% of the time to over +29%. […]

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College Savings Options

College Savings Options Submitted by Southwest Investment Advisors on February 16th, 2018   YEAR 2019 RULES   529 Plan   Coverdell Education Savings Accounts   UGMA/UTMA Federal Income Tax   Non-deductible contributions; withdrawn earnings excluded from income to extent of qualified higher education expenses   Non-deductible contributions; withdrawn earnings excluded […]

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February 2018

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February 2018 Submitted by Southwest Investment Advisors on February 6th, 2018 Last week the Dow Jones Industrial Average interrupted its strong run, and thus far is within the fluctuation realm when considered on a percentage basis.  The size of the numbers makes the decline seem far more dramatic than it […]

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