Advantages of the 401k Maximizer - SWA

  • We provide specific recommendations for Conservative, Moderate and Aggressive investors.
  • We show monthly fund selections for all of the plans including the pilots, and other employees 401k plans, and the Southwest Profit Sharing plan.
  • We use the actual daily fund values internal to the retirement plan when available.
  • We provide analysis of when to be in or out of the market using advanced measures of market strength -- including all aspects of market breadth
  • We utilize advanced measures of fund risk to determine which funds to hold each month.