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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  • Help Your Recent College Grad be Financially Prepared

    May 18, 2022

    It’s the time of year when college students all over the country

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  • hannah-patterson-2021

    Hannah Patterson Obtains CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

    May 13, 2022

    Southwestern Investment Group’s Hannah Patterson has recently obtained her designation from the

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  • Protecting Yourself Against Fraud and Cyber Crime

    May 11, 2022

    It’s no secret that we all have become progressively dependent on electronic

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  • Fed Rates Are Up: What This Means for Your Investments & Financial Plan

    May 5, 2022

    As most anticipated, on May 4, 2022, the Federal Open Market Committee

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  • Adjusting your Budget for Inflation

    April 27, 2022

    Inflation hit a new 40-year high in March, largely driven by increased

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  • Lessons in Finance from Chick-fil-A
    By Mark Deering, CFP®

    April 26, 2022

    I have a confession to make. I am a very big fan

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  • Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

    April 18, 2022

    April 18, 2022 (FRANKLIN, Tennessee) — Jeffrey T. Dobyns, President, Bob Sircy,

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  • Financial Literacy: Educating our Youth

    April 12, 2022

    Last month, Florida became the eleventh and largest state in the country

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  • Get Ready: Retirement Ahead!

    April 12, 2022

    You may be just starting out in your professional life, with retirement

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  • Women Taking the Reins of their Finances

    March 30, 2022

    March is Women’s History Month, and Southwestern Investment Group is celebrating the

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  • Last Minute Tax Tips for 2021

    March 16, 2022

    With all that’s going on in the world, it’s easy to forget

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  • SOUTHWESTERN INVESTMENT GROUP CELEBRATES 20TH ANNIVERSARY

    March 16, 2022

    (FRANKLIN, Tenn.) — Southwestern Investment Group (SWIG), an independent wealth management company

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  • debt-snowball-payoff

    Paying Down Debt: The Snowball Method Versus The Avalanche Method

    February 28, 2022

    If you ever feel overwhelmed by the weight created by unmanageable or

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  • resources-investment-advisors

    4 Ways to Learn The Basics Of Investing

    February 24, 2022

    Do you feel overwhelmed when it comes to learning about investing? If

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  • how-to-prioritize-spending-your-money

    How to Budget for the Life You Want

    February 23, 2022

    Budgeting is one of the simplest yet most effective ways to achieve

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  • IRA-tax-preparation

    Demystifying Annual IRA Tax Documents

    February 16, 2022

    At the beginning of the new year, you’ll likely receive many forms,

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  • Update from Jeff Dobyns – Kidney Donation

    February 14, 2022

    Well, now that I’m recovered and back to work, I wanted to

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  • do-I-need-a-financial-advisor

    When Should You Contact a Financial Advisor?

    February 9, 2022

    If you’re not currently working with a financial advisor, you may be

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  • JEFFREY T. DOBYNS ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES 2022 CHAIRMAN’S COUNCIL

    February 3, 2022

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

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  • smartest -way- to -spend -your- tax -refund

    Creative Ways To Use Your Tax Refund

    February 2, 2022

    In the midst of shorter days and colder temperatures, there is one

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  • Should You Consolidate Your Debt?

    January 26, 2022

    If you find yourself looking at several thousand dollars of debt, you

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  • WEBINAR: Winter 2022 Market Update

    January 25, 2022

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

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  • Our Top Read Blogs of 2021

    January 19, 2022

    Financial planning can be complex, so we make it a priority to

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  • Home Title Lock: What is it, and do I need it?

    January 13, 2022

    By: Mark G. Deering, CFP®If you’ve been around on the internet lately,

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  • new-financial-advisor

    How to Begin Your Relationship with a Financial Advisor

    January 12, 2022

    Starting a relationship with a financial advisor can seem challenging, but it’s

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  • financial-goals-to-set-this-year

    4 Financial Goals to Set This Year

    January 6, 2022

    Are you inspired to set self-improvement goals in the New Year? One

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  • charitable-giving-2021

    How Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2021?

    January 4, 2022

    Giving back is a part of our DNA, and we love that

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  • power-of-attorney

    Power of Attorney: An Overview

    December 22, 2021

    Granting someone a power of attorney is a decision that requires great

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  • comparing-your-financial-standing-to-others

    Keeping Up with the Joneses: Why You Shouldn’t Compare Your Financial Position to Others

    December 15, 2021

    Humans have a natural impulse to compare themselves to others. When children

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  • spending-your-emergency-fund

    How to Identify Whether to Spend Your Emergency Fund

    December 8, 2021

    One of the first steps towards financial responsibility is establishing an emergency

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  • financial-documents-to-keep

    What Financial Documents Should You Keep (and for How Long)?

    November 30, 2021

    While it can feel liberating to shed piles of paper documents, financial

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  • holiday-financial-checklist

    Holiday Checklist: Spreading Cheer with Finances in Mind

    November 24, 2021

    The holidays can be such a joyful time for both giving and

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  • refinance-student-loans

    Can You (And Should You) Refinance Your Student Loans?

    November 17, 2021

    If you have student loans, you’ve probably considered refinancing more than once.

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  • avoid-tax-refund-delay

    3 Considerations to Help Avoid a Tax Refund Delay

    November 10, 2021

    As the end of the year approaches, you may be thinking about

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  • how-to-explain-finances-to-your-teenager

    How to Explain Finances to Your Teenager

    November 3, 2021

    Teenagers have an unfair reputation for being flighty, self-involved, dramatic, or impulsive.

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  • how-to-plan-for-a-successful-retirement

    How to Plan for a Successful Retirement

    October 27, 2021

    In your day-to-day, you might be looking for ways to improve your

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  • October Video Newsletter – Proposed Tax Plan

    October 25, 2021

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

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  • long-term-care-insurance

    What is Long-Term Care Insurance? (And What to Consider)

    October 20, 2021

    It’s always in the back of our minds, but something we never

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  • holiday-giving-ideas

    6 Creative Holiday Giving Ideas

    October 12, 2021

    Even though the holidays are a few months away, it’s the right

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  • is-an-HSA-right-for-me

    HSAs: Are They Worth Your Time?

    October 6, 2021

    HSAs, or health savings accounts, are pre-tax savings accounts used to pay

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  • medicare-webinar

    WEBINAR: Medicare 101 – What to Know Before Open Enrollment

    October 5, 2021

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

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  • vacation-home

    A Financial Checklist for Your Vacation Home

    September 30, 2021

    Owning a vacation home can both diversify your portfolio and increase your

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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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