Educational Institute Of The Southwest

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  

Educational Institute of the Southwest is dedicated to the education of the public. It is our goal, as well as the goal of our associates, to give you more knowledge so you can make better financial decisions.We believe you will have a defining moment in the way you think about money.

 Educational Institute of the Southwest has joined a growing group of professionals from across the country, who are deeply concerned about the direction we are headed and the impact it will have on everyone’s financial future. We need to share with you information that is critical to preparing you for that future. It is our concern that certain changing events will affect you and your family dramatically. Our discussion  may change the way you think forever.


  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

    We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

  

 

 

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

More Newsletters →