September 2018

It’s hard to believe that Fall is just around the corner but here it is.  The U.S. economy is rocketing forward with over 4% GDP growth two quarters in a row, with the stock market leading the way after an 11% correction in February.  Now with the S&P500 at all-time highs, domestic equity markets continue to rise in anticipation of continued earnings growth.

As our company continues to grow you will notice more new faces at Southwest Investment Advisors.  In that regard, please welcome Claudio Gonzalez, our newest Advisor.  Claudio has a strong analyst background, speaks Spanish fluently and is a welcome addition to the team.  Chris Johnson and Alix Kusler are conducting more account reviews with Claudio sitting in as he continues his training.

Stephanie is working mostly with portfolio management and trading as Kataya and Sarah have taken on more of the paperwork.  Lacey continues as Operations Manager and is approaching eleven years with our company.

We thank you for your continuing business and referrals.  We feel blessed to work with the amazing individuals and families that make up our clients.

The S&P500 Index is comprised of approximately 500 stocks that are major factors in their industries and widely held by individuals and institutional investors.


All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.