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Kataya Plett

Dave Ramsey Radio Show Announcement

Dave Ramsey Radio Show Back in Tucson GOOD NEWS!  The Dave Ramsey Show is once again on the airwaves here in Tucson.  1030 AM, The Voice now has the show on weekdays from 1:00pm – 4:00pm.    As a reminder, Southwest Investment Advisors was the first advisory firm in Tucson […]

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401(k)s

401(k)s 401(k)s What is a 401(k)   A 401(k) is a retirement savings plan sponsored by an employer. The plan allows you to set aside money from your paycheck into a 401(k) account and invest it. The idea is that your money will hopefully grow inside the 401(k) over the […]

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August 2019

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August 2019 Submitted by Southwest Investment Advisors on August 12th, 2019 Well, it is summertime and the equity markets are acting like . . . the equity markets! Some of the blame for recent volatility is going to the trade war with China. We believe that is merely the excuse […]

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June 2019

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June 2019 Submitted by Southwest Investment Advisors on June 21st, 2019 The equity markets are heating up and heading towards newer highs as the US economy continues this growth expansion, in spite of the trade-war chess game.  Even Europe is finally beginning to show signs of economic recovery.   Please […]

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Trusteed IRA

Trusteed IRA Submitted by Southwest Investment Advisors on May 17th, 2019 Trusteed IRA   Overview A Trusteed IRA, also known as an individual retirement trust (IRT), is a trust account that provides preservation and control of a client’s IRA assets. It allows clients to combine their estate planning and retirement […]

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May 2019

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May 2019 Submitted by Southwest Investment Advisors on May 16th, 2019 Summer is upon us and we hope you have fun plans! We had a great time at the Spring Picnic and were very happy with the turnout.  The US economy remains strong as unemployment numbers keep improving. There has […]

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Estate Planning

Estate Planning Submitted by Southwest Investment Advisors on May 1st, 2019  When one spouse defers on family finances, it’s easy to get caught off-guard by a death or illness. Here’s how to get up to speed.    MARRIED COUPLES SHOULD:   *Hire an estate attorney to draft or update wills […]

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April 2019

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April 2019 Submitted by Southwest Investment Advisors on April 2nd, 2019 Following a disappointing 4th quarter in 2018 in which the S&P500 Index fell nearly 20%, the first quarter of 2019 is much improved with the Index finishing up over twelve percent.  Domestic earnings are growing, albeit at a slower […]

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