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June 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 say hello to Rick Zich, our newest Advisor here at Southwest Investment Advisors. Rick has a long, successful business background with years of managerial experience.  He will be assuming many of our managerial duties, giving Bart more time to be working with clients. 

 

As part of the new tax laws and increased personal deductions, if you are making charitable donations and you are taking Required Minimum Distributions (RMDs) from an IRA, it may be advantageous for you to make those donations directly from your IRA.  Please contact us or your tax advisor for more details.

 

As a reminder, we are now able to help with Medicare Supplements, Medicare Advantage, and Prescription Drug Plans. Call us for more information on changes to Medicare Supplement plans beginning 2020 and ask to speak with Christina or Stephanie.

 

Summer is upon us!  We hope you are able to keep cool and get some quality time with friends and family and retread from the heat.  As always, thank you for your business and referrals.

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.