As you may have noticed, equity markets have continued to reach new highs as the U.S. economy has been growing for 99 consecutive months, a mark that has only been exceeded two times since 1900. Although there are always the unexpected, current economic leading indicators do not point to a recession anytime soon. We are very pleased with our account performance year-to-date and are happy to meet with you if would like to review your portfolio together.
Regarding our transition, your Pershing accounts will transfer from NPC to LPL during the first week of December. Please be advised that we will not have access to your November statements nor your Pershing 1099’s for 2017, so please retain copies of these when you receive them. You will receive your first LPL statement in December. If you have online access, you will receive new instructions for viewing your accounts once your accounts transfer over.
2017 has been a huge year of growth for Southwest Investment Advisors, so to deliver the best possible service to you we have hired an additional Client Services specialist, Sarah Sbragia. She will help welcome in new clients and assist with paperwork and online access as well as many other service needs. Welcome aboard, Sarah!
Finally, please hold the date of Sunday, December 10th for our annual Southwest Investment Advisors Christmas Party. This year we’ll be at the Arizona Historical Museum at 949 East 2nd Street from 11am to 3pm. Old Saint Nick will be there from 1:30pm to 3:00pm for pictures with kids and the young at heart! As always, food and drinks will be served and we will have access to the museum. Continuing our tradition, we will be collecting unwrapped gifts for the women and children at the Gospel Rescue Mission. Please RSVP to Sarah at 544-2500 or firstname.lastname@example.org.
Thank you for your business and referrals.