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January 2020

January 2020 Submitted by Southwest Investment Advisors on January 24th, 2020 2019 was a good year for domestic equities, and January continues the trend.  Our economy remains strong and we do not expect a recession anytime soon.  Of course, we have no crystal ball, but we remain optimistic about the United States economy with record […]

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National Savings Day

National Savings Day In 2017 Capital One wanted to bring awareness for the need to save money. Sometimes, the hardest thing about saving money is getting started. We have a few steps here to help you get things rolling. Know your costs In order for you to know if you have enough savings, knowing what […]

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Continuing Education: What We Learned at Notre Dame University

Continuing Education: What We Learned at Notre Dame University Here at Southwest Investment Advisors we believe in the importance of continuously learning new things about finance and investing. As part of that mission, our own Bart Schannep recently attended a special symposium at Notre Dame University to learn more about psychology and how it affects […]

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Individual U.S. Stocks vs U.S. Stock Mutual Funds and ETFs

Individual U.S. Stocks vs U.S. Stock Mutual Funds and ETFs Source: Morningstar as of 12/31/18. Mutual Funds and ETFs are the Morningstar US Equity Category, oldest share class only. US Individual Stocks are the Morningstar US Stock universe, all securities on the NYSE and NASDAQ. Analysis does not include obsolete mutual funds, ETFs or stocks […]

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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 years you are working and […]

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August 2019

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 of the day.  Unlike the […]

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June 2019

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 say hello to Rick Zich, […]

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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 goals within a single framework. […]

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May 2019

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 been a lot of noise […]

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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 and other estate-planning documents.    […]

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