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%. One-half have risen over 80%, […]

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RULES   529 Plan   Coverdell Education Savings Accounts   UGMA/UTMA Federal Income Tax   Non-deductible contributions; withdrawn earnings excluded from income to extent of qualified higher education expenses   Non-deductible contributions; withdrawn earnings excluded from income to extent of […]

February 2018

February 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 really is.  Many of the pundits from the media attributed the decline to expected […]