Resources

We take pride in educating our clients on all things related to finances. From news to case studies to blogs, Southwestern Investment Group has created a variety of helpful resources for additional information.

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  • US-Capitol-View

    What to Know About the $900 Billion Dollar Stimulus Bill

    January 20, 2021

    As you might know, Congress has passed a second stimulus bill in

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  • password-reminder-on-notepad

    Resources at a Glance: Password Managers

    January 15, 2021

    Here are some questions I want you to answer honestly: Do you

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  • jackson-wilcox-southwestern-investment-group-headshot

    JACKSON WILCOX ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

    January 13, 2021

    Southwestern Investment Group’s Jackson Wilcox was recently certified by the CFP® Board

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  • mailbox-with-us-letter-inside

    4 Ideas for Investing Your Stimulus Check

    January 13, 2021

    Stimulus checks have begun to appear in the mailboxes and bank accounts

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  • Jeff-Dobyns-Southwestern-Investment-Group

    JEFFREY T. DOBYNS ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES 2021 CHAIRMAN’S COUNCIL

    January 12, 2021

    Nashville, TN – Jeffrey T. Dobyns, Founder and President of Southwestern Investment

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  • grave-site-with-american-flag

    How to Find a Lost Life Insurance Policy of a Deceased Loved One

    January 11, 2021

    When someone close to you passes away, your first thoughts won’t be

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  • woman-with-elderly-mother

    How to Preserve Assets When Caring for an Elderly Parent

    January 8, 2021

    Of all of life’s milestones, the transition from child to caretaker can

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  • doctor-meeting-with-patient

    9 Medicare Myths You’ll Want to Know

    January 6, 2021

    Medicare is a term that you likely hear often, especially if you’re

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  • typewriter-with-2020-on-paper

    The Lessons We Learned in 2020 and Looking Ahead to 2021

    December 30, 2020

    Southwestern Investment Group has had a fantastic year helping our clients move

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  • african-american-man-holding-a-heart-over-chest

    How Much Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2020?

    December 21, 2020

    A year ago today, no one could’ve imagined where we would be

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  • Associate Spotlight: Deborah Jenkins

    December 17, 2020

    Southwestern Investment Group hires associates who we know will take care of

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  • woman-working-on-laptop

    5 Tips for Successfully Managing Financial Risk

    December 16, 2020

    Everything in life comes with risk, and our finances are no exception.

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  • new-york-stock-exchange

    A Post-Election Stock Market Analysis

    December 9, 2020

    Have you been concerned about your stock portfolio in 2020? Amid the

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  • couple-at-meeting-table

    7 Easy and Painless Financial Resolutions for 2021

    December 2, 2020

    Start the new year right by setting healthy habits that can help

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  • african-american-professional-male-working-at-desk

    8 Year-End Tax Planning and Financial Services Tips

    December 2, 2020

    Can you believe another year has already flown by?  As we move

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  • Wedell-Wealth-Team-Southwestern-Investment-Group

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES THREE MEMBERS OF THE JORDAN J. WEDELL WEALTH TEAM

    December 1, 2020

    FRANKLIN, TN. (November 30, 2020)—Southwestern Investment Group, an independent wealth management company

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  • young-woman-in-face-mask-and-santa-hat-min

    How Might COVID-19 Change the Way We Give in 2020 and Beyond?

    November 30, 2020

    A year of dramatic change across the board, 2020 has shifted the

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  • person-making-heart-gesture-with-hands

    5 Reasons Why We’re Thankful for Our Clients this Holiday Season

    November 25, 2020

    “In these unprecedented times…” It’s a phrase you’ve probably heard a lot

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  • grandmother-holding-hand-of-child-for-family-meal-prayer-min

    4 Ways Gratitude Can Improve Your Money Mindset

    November 20, 2020

    It’s amazing how gratitude can change how we see the world. Too

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  • Sara-Clegg-Atchison-Wealth-Team

    Associate Spotlight: Sara Clegg

    November 19, 2020

    One commonality you’ll find among Southwestern Investment Group associates is that they

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  • african-american-man-looking-at business-news

    What’s the Difference Between Stocks and Bonds?

    November 18, 2020

    When diversifying your portfolio, you’ll read article upon article about stocks and

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  • bitcoin-app-on-phone

    4 Things to Know About Investing in Cryptocurrency

    November 11, 2020

    Bitcoin was all the rage when its value surged in 2017, positioning

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  • wall-street-sign-with-american-flag-min

    2020 Election: Is This Time Different?

    November 9, 2020

    Although November 3rd has now come and gone, as we approached the

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  • Anitra-Brennan-Nace-Wealth-Team

    Associate Spotlight: Anitra Brennan, RFC®

    October 29, 2020

    Our Southwestern Investment Group associates all share one core value: they genuinely

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  • african-american-woman-in-shock

    10 Financial Planning Mistakes That’ll Give You Nightmares

    October 28, 2020

    Halloween is upon us, so let’s take a look at the spookiest,

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  • Elisa-Jones-Southwestern_Investment-Group

    Associate Spotlight: Elisa Leftridge Jones

    October 22, 2020

    Helping our clients build their way toward their dreams—that’s what Elisa Leftridge

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  • senior-adult-woman-with-african-american-doctor

    A Medicare Rundown for 2021

    October 21, 2020

    It’s that time of year again. Medicare open enrollment is fast approaching

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  • doctor-issuing-prescription

    Medicare Enrollment Is Here: What Should You Know?

    October 20, 2020

    October’s arrival brings with it the annual enrollment period for Medicare, beginning

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  • senior-man-looking-at-tablet

    How to Choose a Reputable Charity

    October 15, 2020

    Helping neighbors in need is one of the greatest of feelings. Charities

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  • election-day-sign-and-stickers

    What to Expect from the Stock Market Before and After the Election

    October 14, 2020

    Politics and finances—two parts of our lives that can incite the most

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  • Dobyns-Wealth-Team-Webinar-2020

    WEBINAR—The Four Horsemen of 2020: Election, Covid-19, Trade War, Government Stimulus

    October 9, 2020

    Thank you to those who attended the webinar with Market Leader Cullen

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  • hillary-stalker-family-deering-wealth-team

    Associate Spotlight: Hillary Stalker

    October 7, 2020

    A registered representative, Hillary Stalker believes that mentorship, leading by example, and

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  • dad-and-daughter-looking-at-paperwork

    What Not to Do When Naming Beneficiaries

    October 2, 2020

    Sure—it’s something we don’t like to think about, but it’s never too

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  • couple-with-financial-stress

    5 Tips for Cutting Financial Tension at Home

    September 30, 2020

    Financial tension can create dramatic rifts within families. It’s unfortunate, but most

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  • SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, JESSE SCROGGINS

    September 25, 2020

    Homewood, AL (September 25, 2020)—Southwestern Investment Group, an independent wealth management company

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  • Advisor Spotlight: Katie Centofonti, CFP®

    September 23, 2020

    Exceptional advisors pave the way for client success. Through sensible, goal-oriented financial

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  • mature-woman-signing-paperwork-with-younger-woman

    How to Know If You Need an Estate Plan

    September 17, 2020

    Estate planning is an essential element of your financial strategy. Many put

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  • S&P-500-Jan-through-Aug-2020

    Is this market “over priced” or resilient?

    September 11, 2020

    As the legendary investor Peter Lynch once said, “Far more money has

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  • two-businessmen-meeting-outdoors

    5 Questions to Ask Your Financial Advisor During Yearly Reviews

    September 9, 2020

    A quick email sometimes leaves something to be desired, don’t you think?

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  • woman-in-a-US-voting-booth

    A Guide to Investing During an Election Year

    September 3, 2020

    Curious about how to survive the uncertainty and invest with confidence? Presidential

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  • young-female-hugging-older-man

    What Is a Net Asset Value (NAV)?

    September 2, 2020

    To frame the importance of your net asset value (NAV), let’s first

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  • person-looking-at-stock-market-on-phone

    Investment 101: The Dos and Don’ts of Investing

    August 31, 2020

    If you’ve ever been curious about investing and didn’t know where to

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  • young-professional-woman-looking-out-office-window

    7 Myths About Financial Advisors

    August 31, 2020

    Wealth management is perhaps one of the most important and often overlooked

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  • mature-couple-reviewing-finances

    Should You Max Out Your 401(k)?

    August 26, 2020

    When thinking about retirement, no matter your age, you probably wonder if

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  • income-tax-return

    What to Know About States with No Income Tax

    August 19, 2020

    Did you know that seven American states do not charge their residents

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  • lucas-swatzell-southwestern-investment-group

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, LUCAS SWATZELL

    August 18, 2020

    Franklin, Tenn. (August 18, 2020)—Southwestern Investment Group, an independent wealth management company

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  • mature-man-looking-at-computer-screen

    Never Do These 5 Things When Investing

    August 13, 2020

    Financial professionals love to talk about best practices when it comes to

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  • southwestern-forbes-next-gen-advisors-logo-graphic

    TOMMY DOERFLER AND LUKE AULL NAMED TO FORBES LIST OF NEXT-GEN WEALTH ADVISORS

    August 13, 2020

    FRANKLIN, Tennessee—Southwestern Investment Group, a wealth management firm headquartered in Franklin, Tennessee,

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  • election-voting-sign-and-sticker

    What to Know About Investing During an Election Year

    August 12, 2020

    Every four years, as Election Day approaches, financial advisors are inundated with

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  • teaching-kids-about-money

    4 Priceless Money Lessons for Kids

    August 11, 2020

    Financial Literacy: A gift that lasts a lifetime. From things like financial

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