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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  • deering-wealth-team-hot-wheels-story

    How Patience & Discipline Helped My Son Earn His ‘Hot Wheels’

    September 24, 2021

    By Mark Deering, CFP® Since my son, Caleb, was four years old,

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  • choosing-a-quality-mutual-fund

    How to Identify a Quality Mutual Fund for Your Financial Strategy

    September 22, 2021

    When shopping for a mutual fund, you want to feel confident that

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  • cash-tunstall-promotion-2021

    SOUTHWESTERN INVESTMENT GROUP NAMES CASH TUNSTALL AS EXECUTIVE VICE PRESIDENT

    September 16, 2021

    Franklin, TN (August 26, 2021)—Southwestern Investment Group, an independent wealth management company,

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  • hand-with-wedding-ring-removed

    How Often Should You Review Your Will?

    September 15, 2021

    Thinking about your will can be an uncomfortable experience, as it requires

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  • two-college-students-on-campus

    Parents of College Students: 8 Facts About the Parent PLUS Loan

    September 8, 2021

    Have you heard about a Parent PLUS loan? Maybe you’ve even taken

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  • mature-female-professional-looking-at-tablet

    Ready to Retire? Here Are 8 Things to Consider

    September 1, 2021

    Retirement is drawing near, and, though you’ve been preparing for years, you

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  • brandon-haumschilt-promotion-2021

    SOUTHWESTERN INVESTMENT GROUP NAMES BRANDON HAUMSCHILT AS EXECUTIVE VICE PRESIDENT

    August 30, 2021

    Franklin, TN (August 27, 2021)—Southwestern Investment Group, an independent wealth management company

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  • john-nail-2021-promotion

    SOUTHWESTERN INVESTMENT GROUP NAMES JOHN NAIL AS SENIOR EXECUTIVE VICE PRESIDENT

    August 27, 2021

    Franklin, TN (August 26, 2021)—Southwestern Investment Group, an independent wealth management company,

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  • african-american-professional-looking-at-paperwork

    What Should Your Term Life Insurance Cover?

    August 25, 2021

    Do you ever wonder about the quality of your life insurance plan?

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  • brian-hart-of-hart-wealth-team

    SOUTHWESTERN INVESTMENT GROUP NAMES BRIAN HART AS EXECUTIVE VICE PRESIDENT

    August 18, 2021

    Frisco, TX (August 18, 2021)—Southwestern Investment Group, an independent wealth management company,

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  • female-advisor-with-client

    3 Tax Benefits of Donor Advised Funds

    August 18, 2021

    One of the joys of managing our money well is that we

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  • woman-writing-in-a-notebook

    25 Investment Terms to Know

    August 11, 2021

    Finance is full of jargon. That’s one of the reasons why many

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  • midyear-outlook-webinar-youtube-graphic

    WEBINAR: Midyear Outlook Webinar hosted by Chris Jenkins CPWA®, CIMA®, AIF®

    August 10, 2021

    As a helpful resource to you, your family, or friends, we wanted

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  • african-american-male-using-laptop

    How to Protect Your Finances from a Cybersecurity Attack

    August 4, 2021

    Do you think your financial accounts are at risk for a cyber

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  • Travis Cullman

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, TRAVIS CULLMAN

    August 2, 2021

    Knoxville, TN. (July 19, 2021)—Southwestern Investment Group, an independent wealth management company

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  • Luke Powers

    LUKE POWERS ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

    August 2, 2021

    Southwestern Investment Group’s Luke Powers was recently certified by the CFP® Board

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  • family-tension

    How to Avoid Family Tension with Estate Planning

    July 28, 2021

    Your estate plan is a great tool to plan how and when

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  • american-family

    What to Know About the American Families Plan

    July 27, 2021

    The $1.8 trillion American Families Plan was introduced by President Biden on

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  • couple-in-60s

    How to Plan for Retirement if You’re in Your 60s

    July 21, 2021

    When in your 60s, retirement can be years, months, or even days

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  • woman-counting-cash

    PRIMED AND READY TO SPEND

    July 20, 2021

    One unexpected side effect of the pandemic is Americans spent less and

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  • woman-making-a-goals-list

    Financial Review: 5 Steps to Review Your Financial Standing

    July 14, 2021

    Have you checked in on your financial health this year?  If the

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  • woman-covering-ears

    WHAT FINANCIAL ADVICE OUR CLIENTS LEAST WANT TO HEAR

    July 13, 2021

    What financial advice do our clientele of affluent individuals least want to

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  • university-campus-in-fall

    Is Your Child Starting College this Fall? Here’s How to Prepare

    July 7, 2021

    It likely feels as if, just yesterday, your child was a toddler.

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  • child-at-school-coloring

    What to Know About the Advance Child Tax Credit

    June 30, 2021

    Are you eligible to receive a child tax credit for 2021? If

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  • investment-rental-properties-at-beach

    Managing Multiple Investment Properties? Consider These 3 Financial Tips

    June 23, 2021

    Investing in rental properties can either be a great way to grow

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  • nashville-tn-skyline-at-dusk

    SOUTHWESTERN INVESTMENT GROUP NAMED AMONG TOP WORKPLACES IN TENNESSEE IN 2021

    June 21, 2021

    FRANKLIN, Tennessee—Southwestern Investment Group, an independent wealth management company, is excited to

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  • high-net-worth-lifestyle

    WHAT IS A HIGH-NET-WORTH INDIVIDUAL?

    June 18, 2021

    A high-net-worth individual (HNWI) is a term often used in the financial

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  • young-couple-meeting-with-advisor

    Will We See a Substantial Increase in Inflation?

    June 18, 2021

    Raymond James Chief Economist Scott Brown, PhD explains why the current economic

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  • nickolas-parker-biggs-wealth-team

    NICKOLAS PARKER ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

    June 18, 2021

    Southwestern Investment Group’s Nickolas Parker was recently certified by the CFP® Board

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  • jason-poe-southwestern-investment-group

    SOUTHWESTERN INVESTMENT GROUP NAMES JASON POE AS EXECUTIVE VICE PRESIDENT

    June 17, 2021

    Frisco, TX. (June 21, 2021)—Southwestern Investment Group, an independent financial planning organization,

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  • father-reading-to-son-while-camping

    The Financial Planner of the Household: What You Should Tell Your Family

    June 16, 2021

    Marriage is all about teamwork and communication, a balancing of skills where

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  • couple-in-50s

    How to Plan for Retirement if You’re in Your 50s

    June 9, 2021

    If you’re like most people, your 50s seemed like a far-off event

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  • female-professionals-planning

    3 New Income Generators to Explore This Year

    June 2, 2021

    We’ve all heard the phrase, “work smarter, not harder.” And, if you’re

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  • michael-purifoy-southwestern-investment-group-2

    SOUTHWESTERN INVESTMENT GROUP NAMES MICHAEL PURIFOY AS SENIOR EXECUTIVE VICE PRESIDENT

    May 26, 2021

    Brentwood, Tenn. (May 25, 2021)—Southwestern Investment Group, an independent financial planning organization,

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  • young-professional-working-on-laptop

    Is a High-Risk Tolerance for Young Investors Only?

    May 26, 2021

    You might be familiar with this common investment advice: financial risk should

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  • senior-adult-couple-happy-at-beach

    How to Use Your IRA to Donate to Charity (And Potentially Lower Your Tax Bill)

    May 19, 2021

    So, you’ve spent your career making contributions to tax deferred retirement accounts—401(k),

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  • close-up-of-dollar-bill

    Tennessee Tax Deadline Extended for Certain Counties

    May 14, 2021

    Tennesseans living in areas affected by severe thunderstorms, winds, tornadoes, and flooding,

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  • middle-aged-male-thinking

    5 Steps to Take After Receiving an Inheritance

    May 12, 2021

    Receiving an inheritance can be a mixed bag of emotions—simultaneous elation, grief,

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  • couple-in-40s-in-cafe

    How to Plan for Retirement if You’re in Your 40s

    May 5, 2021

    If you’re like most people, you probably spent your 20s and 30s

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  • compass-atop-stock-market-report

    Webinar: Market Update & Economic Outlook Webinar Hosted by Nicholas Lacy, CFA

    April 28, 2021

    As a helpful resource to you, your family, or friends, we wanted

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  • two-female-coworkers-in-a-meeting

    How to Relieve Your Employees’ Financial Stress

    April 28, 2021

    Let’s face it: life throughout the past year has been…stressful. Finance was

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  • Mark-Deering-Southwestern-Investment-Group

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF MARK DEERING TO SENIOR EXECUTIVE VICE PRESIDENT

    April 26, 2021

    Franklin, Tenn. (April 26, 2021)—Southwestern Investment Group, an independent wealth management company

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  • woman-working-on-laptop

    Webinar: The Financial Dilemma

    April 21, 2021

    We hope you enjoyed our webinar held on April 1, 2021 about

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  • senior-adult-woman-reminiscing

    Recovering Financially After the Death of a Spouse

    April 21, 2021

    Losing a spouse is a devastating experience, which requires a lot of

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  • smiling-female-business-professional

    10 Positive Affirmations for a Healthy Money Mindset

    April 14, 2021

    When you think of money, your mind likely goes to saving, investing,

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  • mature-couple-at-funeral

    What to Know About Funeral Costs Related to COVID-19

    April 7, 2021

    The COVID-19 pandemic caused devastation throughout the country. Hundreds of thousands of

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  • child-and-parent-with-money

    5 Apps to Teach Your Child About Financial Responsibility

    March 31, 2021

    As parents, we strive to encourage our children to be successful and

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  • sircy-hurd-action-shot

    FORBES NAMES BOB SIRCY, JR. AMONG ‘BEST-IN-STATE’ ADVISORS FOR TENNESSEE

    March 30, 2021

    FRANKLIN, TN (March 30, 2021) — Of the 32,725 nominations received, only

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  • JEFF DOBYNS NAMED TO BARRON’S TOP 1,200 FINANCIAL ADVISORS

    March 25, 2021

    FRANKLIN, Tennessee — Jeffrey T. Dobyns, President of Southwestern Investment Group and

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  • Melissa-Jones-Southwestern-Investment-Group

    Associate Spotlight: Melissa Jones

    March 25, 2021

    Southwestern Investment Group is beyond proud of how much our advisors care

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