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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  • 9 Financial Tips to Handle a Decline in the Market

    April 1, 2020

    As we’re in the midst of the COVID-19 health and financial crisis,

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  • What to Know About the CARES Act

    April 1, 2020

    The $2+ trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act was

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  • 9 Tax Deductions You Didn’t Know You Could Write Off

    March 23, 2020

    Around tax season, the word “deduction” is music to our ears. We

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  • An Update from Jeff Dobyns About COVID-19 and Market Volatility

    March 17, 2020

    In the midst of the current public health crisis due to coronavirus

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  • The 5 Home Buying Tips You Need in 2020

    March 16, 2020

    If buying a home is on your list for 2020, you’re likely

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  • Annuities Explained: A Powerful Tool for Retirement

    March 11, 2020

    In simple terms, an annuity is an agreement between you and your

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  • 6 Tips For Discussing Finances with Your Spouse

    March 9, 2020

    Finances are a hot-button issue for many couples. Even those who agree

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  • What to Consider When Claiming Social Security

    What You Should Know About Claiming Social Security

    March 6, 2020

    Are you considering claiming social security? Perhaps you’ve already filed and now

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  • Southwestern Advisors Invited to Barron’s Teams Summit 2020

    March 6, 2020

    Southwestern Investment Group was honored to have members of our team attend

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  • SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 18, 2020

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob

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  • Client Focus Drives Southwestern Investment Group’s Success

    February 15, 2020

    What value drives Southwestern Investment Group’s success? The same value that Southwestern

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  • SOUTHWESTERN INVESTMENT EXCEEDS OVER 4 BILLION IN MANAGED ASSETS

    February 7, 2020

    FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages

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  • SOUTHWESTERN INVESTMENT GROUP ADVISOR RECOGNIZED AMONG WEALTH MANAGEMENT ELITE

    January 30, 2020

    FRANKLIN, Tennessee—Bob Sircy, Jr., Executive Vice President of Southwestern Investment Group, was

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  • TOMMY DOERFLER NAMED SENIOR EXECUTIVE VICE PRESIDENT AND SENIOR WEALTH ADVISOR OF LIGHTHOUSE WEALTH TEAM

    January 30, 2020

    BRENTWOOD, Tennessee—Tommy Doerfler, Senior Executive Vice President at Southwestern Investment Group and

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  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

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  • 6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

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  • How a Trust Can Meet Your Estate Planning Goals

    December 23, 2019

    Thanks to terms like “trust fund kid,” it’s commonly mistaken that trusts

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  • Car Shopping? How to Know How Much You Can Afford

    December 20, 2019

    If you’re ready for a new car, or a new-to-you car, you

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  • 5 Ways to Maximize Charitable Giving This Holiday Season

    December 18, 2019

    In the midst of the holidays, we’re struck by an overwhelming sense

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  • 4 Questions to Ask Yourself Before Investing

    December 10, 2019

    Sure, investing can be daunting. It’s especially intimidating for those who have

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  • 6 Things to Consider When Selling Your Home

    November 26, 2019

    Your home is many things: your comfort zone, where you crash after

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  • How Much Should You Save Before Retirement?

    November 26, 2019

    No matter where you are in your career, and no matter how

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  • How to Deal with Health Insurance When Retiring Early

    November 26, 2019

    Early retirement is a delicate balance between excitement and challenge. You’re ready

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  • Should You Claim Social Security Early?

    November 26, 2019

    Retiring once seemed very far in the future. But now, you’re left

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  • Southwestern Investment Group Birmingham Teams Move to New Office

    November 26, 2019

    Due to recent growth with Southwestern Investment Group’s Birmingham group, we are

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  • WILL SCROGGINS ATTENDS ASSET MANAGEMENT ADVISOR CONFERENCE

    November 19, 2019

    AUSTIN, Texas – Will Scroggins, CFP® recently attended the invitation-only Top Advisor

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  • How Southwestern Investment Group Aligns with Dave Ramsey’s Values

    November 14, 2019

    At Southwestern Investment Group, we pride ourselves on maintaining strong partnerships. We

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  • THE TIMELESS TRADITION OF CHARITABLE GIVING

    November 12, 2019

    As 2019 wanes, consider the many ways charitable giving can brighten a

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  • The Top 10 Dos and Don’ts for Your 401(k)

    November 10, 2019

    Whatever the quality of your 401(k) plan, you have a significant amount

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  • SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES 2019 BEST-IN-STATE WEALTH ADVISORS LIST

    November 9, 2019

    FRANKLIN, Tennessee—In its 2019 Best-In-State Wealth Advisors list, Forbes has named four

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  • When Are You Financially Ready to Give to Charity?

    November 8, 2019

    Like most aspects of life, charitable giving doesn’t come with a hard-and-fast

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  • JEFF DOBYNS NAMED TO BARRON’S 2019 LIST OF TOP ADVISORS IN TENNESSEE

    November 7, 2019

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President at Southwestern Investment Group and financial advisor

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  • Are Investment Apps a Good Idea?

    November 6, 2019

    Our world is changing with technology—in a good way. When considering the

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  • 3 Reasons to Choose Original Medicare Over Medicare Advantage

    October 29, 2019

    It’s great to have healthcare options. It’s better when you’re confident about

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  • What to Know About Medicare Open Enrollment

    October 28, 2019

    Medicare open enrollment has begun. It is our goal as financial advisors

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  • Am I a Good Fit for a Financial Advisor?

    October 25, 2019

    If you aren’t sure you’re ready to hire a financial advisor, you

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  • MATT ATCHISON NAMED TO FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 25, 2019

    OMAHA, Nebraska—Matt Atchison, Executive Vice President at Southwestern Investment Group and financial

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  • PODCAST: Developing Next-Generation Advisor Talent with an Internal 2-Year Mentoring Program

    October 23, 2019

    Michael Kitces writes about financial planning strategies and practice management ideas, and

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  • 7 Signs You’re Not On Track For Retirement

    October 17, 2019

    The worst time to realize you’re not on track for retirement is

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  • 5 Signs You Should Call a Financial Advisor

    October 16, 2019

    If you’ve ever thought, “I’m not wealthy, so I don’t need a

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  • 10 Easy-to-Avoid Mistakes for Buying a New Home

    October 14, 2019

    Buying a home is a milestone, whether it’s your first or fifth.

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  • JESSE SCROGGINS NAMED TO FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 11, 2019

    BIRMINGHAM, Alabama – Jesse Scroggins Vice President at Southwestern Investment Group and

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  • Medicare—Which Plan is Right for you?

    October 8, 2019

    Medicare’s open enrollment season is upon us. That means between October 15

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  • 5 Steps to Finding a Financial Advisor When Moving to a New City

    October 7, 2019

    Moving can be an exciting time in your life: new opportunities, new

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  • What to Look for in a Retirement Income Specialist in Franklin

    October 7, 2019

    Do you want to get the absolute most out of your retirement?

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  • How to Take Stock of Your Finances After Divorce

    October 2, 2019

    To say that divorce is difficult would be an understatement. It’s a

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  • BRAD BARNES NAMED TO FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 1, 2019

    Brentwood, TN – Brad Barnes CFP®, Executive Vice President at Southwestern Investment

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  • What Will The Market Do Next?

    September 25, 2019

    “The only new thing in the world is the history you do

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  • The Double Tax Shelter

    September 25, 2019

    This time of year, many in the workforce are going through benefit

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  • 4 Questions to Ask When Choosing a Wealth Management Firm

    September 25, 2019

    Choosing a wealth management firm can be an intimidating process. Reaching out

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