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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  • 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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  • couple-reviewing-retirement-budget

    How to Budget Your Way to a Comfortable Retirement

    August 10, 2020

    Do you know where your money is going? Your first response may

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  • Young-Female-Looking-at-Laptop-in-Cafe

    Sustainable Investing: Does it Deserve the Hype?

    August 5, 2020

    Sustainable investing is talked about more than ever now that younger generations

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  • Happy Senior African American Couple Man Woman on Beach

    Diversifying Your Portfolio with Retirement in Mind

    July 29, 2020

    Retirement planning has changed since your parents and grandparents were saving for

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  • rise-in-market-during-pandemic

    Webinar: Why Has the Market Gone Up?

    July 28, 2020

    We hope you enjoyed the webinar Michael and Grayson held on June

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  • group of people working on a banner that says "we need your help" for a charitable cause

    4 Tips for Socially Responsible Investing

    July 22, 2020

    Can investing be both a moral and a financial choice? Absolutely. What

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  • Southwestern-Investment-Group-Brentwood-Location

    SOUTHWESTERN INVESTMENT GROUP’S BRENTWOOD OFFICE MOVES TO A NEW LOCATION

    July 15, 2020

    BRENTWOOD, Tennessee—After a period of significant growth, Southwestern Investment Group is excited

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  • middle-age-couple-discussing-business-in-cafe

    Is There a Financial Benefit to Forming an LLC?

    July 15, 2020

    Many small business owners question whether or not they should form an

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

    Jackson Wilcox Promoted to Financial Planning Professional

    July 14, 2020

    Southwestern Investment Group is proud to announce the recent promotion of Jackson

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  • certified-financial-planner-with-young-couple

    5 Reasons You Should Work with a Certified Financial Planner (CFPⓇ)

    July 8, 2020

    Are all financial advisors the same? The obvious answer to this question

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  • coins in a translucent glass with a small plant sprouting upwards

    How Much Should Be in Your Emergency Fund?

    July 1, 2020

    Everyone talks about emergency funds—especially Dave Ramsey—for a few very important reasons:

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  • woman wearing a yellow sweater, tan jacket and a medical face mask outside in a city

    4 Ways to Help Those Affected by COVID-19

    June 25, 2020

    COVID-19 changed our world, to put it lightly. But, as much damage

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  • woman standing behind point of sale system smiling at customer across the counter

    How Small Business Owners Can Protect Themselves Financially

    June 24, 2020

    As a small business owner, you put your blood, sweat, and tears

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  • The Nashville Tennessee Skyline

    SOUTHWESTERN INVESTMENT GROUP NAMED AMONG TOP WORKPLACES IN TENNESSEE

    June 22, 2020

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

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  • financial advisors Timothy Johnson, David Hayes, and James Ridley compiled headshots

    SOUTHWESTERN INVESTMENT ANNOUNCES THREE NEW LEAD ADVISORS

    June 18, 2020

    Franklin, Tennessee—Southwestern Investment Group, an independent wealth management company based in Franklin,

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  • woman smiling during a sunset with a lake in behind her

    6 Encouraging Signs During This Difficult Market

    June 17, 2020

    Countless businesses have scaled back or even closed during the COVID-19 pandemic,

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  • african american women sitting at a work table in thought

    Investor Behavior During a Global Pandemic

    June 16, 2020

    On February 19, 2020, the S&P 500 reached a new all-time high

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  • A savings money jar with world coins and emergency word on label or tag

    How to Proactively Prepare for Any Future Economic Backslides

    June 10, 2020

    More than once, we’ve been faced with a “once-in-a-lifetime” economic crisis. Coming

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  • Mature African American Couple On Cycle Ride In Countryside

    Why Debt-Free Living Principles Are the Perfect Pandemic Preparation

    June 8, 2020

    The COVID-19 pandemic has raised several questions about personal finances and how

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  • chalk board sign that says "Thank you for shopping local'

    How to Help Your Local Economy Get Back on Its Feet

    June 3, 2020

    COVID-19 has had severe effects on our economy, to say the least.

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  • Benjamin Biggs Headshot

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, BENJAMIN BIGGS

    June 3, 2020

    Frisco, Texas (June 3, 2020)—Southwestern Investment Group, an independent wealth management company

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  • Gonzalez Action Shot 2

    SOUTHWESTERN INVESTMENT GROUP ENTERS THE SAN ANTONIO MARKET

    June 1, 2020

    San Antonio, Texas—Southwestern Investment Group, an independent wealth management company, is expanding

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  • running outside for self care during social distancing

    10 Ways Our Team is Practicing Self-Care During Social Distancing

    May 27, 2020

    Self-care has been a buzzword for a long time now. But, the

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  • white banner flag hanging in window that says "yes we're open" in cursive black writing

    9 Tips for Small Businesses Trying to Stay Afloat

    May 19, 2020

    Small businesses have been hit hard during the COVID-19 pandemic. Even as

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  • elder couple meeting with financial advisor discusses retirement information

    Is an IRA or 401(k) Better for Retirement Planning?

    May 12, 2020

    Clients often ask if it’s better to invest in an IRA or

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  • man opening his black leather wallet to place money into it

    How Much Cash Should You Have on Hand?

    May 6, 2020

    Famed investor Warren Buffett likens cash to oxygen—never thought about when present

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  • man in flannel button down at desk taking notes from information displayed on his mac with a cup of coffee

    Watch Webinar: Critical Decisions in a Crisis

    May 1, 2020

    Click here to watch our recent webinar on critical decisions in a

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  • couple sitting together to discuss financial plans

    How to Cope With Financial Worry in 6 Steps

    April 29, 2020

    Do you find yourself worrying about your financial stability? Even if you’ve

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  • Cullman Wealth Team Photo

    SOUTHWESTERN INVESTMENT GROUP SEES EXCITING GROWTH IN KNOXVILLE

    April 29, 2020

    KNOXVILLE, Tennessee—Southwestern Investment Group, an independent wealth management company with more than

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