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Kataya Plett

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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February 2019

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February 2019 Submitted by Southwest Investment Advisors on February 2nd, 2019 It appears that the market lows on December 24th were indeed the bottom, marking the end of the Bear market that began after the October highs.  The US economy continues to prosper with more good news in the job […]

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93 Year Return History for Long-Term Corporate Bonds

93 Return History For Long-Term Corporate Bonds Source: Investment View, Thompsons Financial Investments are inherently risky. Investments will fluctuate with changes in market conditions. Consideration should be given to the possible loss of part or all principal invested. No single investment strategy can ensure a profit or protect against a […]

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93 Year Return History for Common Stocks

93 Year Return History For Common Stocks Source: Investment View, Thompson Financial   Investments are inherently risky. Investments will fluctuate with changes in market conditions. Consideration should be given to the possible loss of part or all principal invested. No single investment strategy can ensure a profit or protect against […]

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December 2018

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December 2018 Submitted by Southwest Investment Advisors on December 28th, 2018 Equity markets have displayed extreme volatility in recent months, but we believe the worst is over. On Monday, December 24th the S&P 500 index experienced Capitulation. Capitulation is reached when a large number of investors “throw in the towel,” so […]

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