March 9th, 2018

After a fast start in January the equity markets stumbled in February, which sent the major indices into correction territory.  Since then the markets have been in a period of consolidation and have remained above the February lows.  The economy still appears to be strong and we remain positive and bullish.

Things are getting more “normal” as we near the completion of our transition to LPL.  In that regard, if you receive correspondence from our Operations Team of Lacey, Kataya or Sarah, please respond without delay.  Their email may come from  They have been working tirelessly to complete what turned out to be a monumental task.  Hats off to our staff!

Speaking of our staff, Stephanie is moving into trading and portfolio management as Alix prepares for maternity leave.  Alix’s new baby will be our sixth in the last four years here at Southwest Investment Advisors.

Save the Date:

Our Spring Client Appreciation Event this year is a U of A baseball game against Stanford on Sunday, April 22nd, so please save the date.  The game begins at 12:00pm so we will be ready to go at 11:00am.

Thank you for your business and referrals.