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March 26th, 2020: Further Virus Update

March 26th, 2020: Further Virus Update Submitted by Southwest Investment Advisors on March 26, 2020   The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly, nearly every person on Earth. This is far more than just a health crisis—this is a human crisis. Its fearful […]

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March 18th, 2020

March 18th, 2020 Submitted by Southwest Investment Advisors on March 18, 2020   We are prepared and ready to help – As the situation with coronavirus (COVID-19) continues to develop, our entire team is ready and standing by to support you. You rely on us every day for your financial needs, and we’re going to […]

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February 2020

February 2020 Submitted by Southwest Investment Advisors on Feburary 27th, 2020 The global spread of the coronavirus has triggered a sell-off in our equity markets.  Indeed, it is not unreasonable to conclude that the virus could negatively affect economic growth as people stop traveling, going out to restaurants, etc., but it is no reason for […]

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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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