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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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  • Southwestern Investment Group Acquires Columbia, Tennessee-Based Raymond James Affiliate Office

    September 17, 2019

    Nashville, Tenn. (September, 17 2019)—Southwestern Investment Group, an independent financial planning firm,

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  • Estate Planning: Is It Ever Too Early?

    September 11, 2019

    Like life insurance, estate planning can be a difficult topic. We tend

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  • Charitable Giving and Your Tax Strategy: Should You Itemize?

    September 11, 2019

    In 2017, the Tax Cuts and Jobs Act increased the standard deduction

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  • Does Your Investment Portfolio Fit a Diverse Market?

    September 11, 2019

    So, you’ve put together an investment portfolio. You took the initiative to

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  • How to Save [Enough] for Your Child’s Tuition

    September 11, 2019

    Between 1986 and 2016, college tuition prices rose by more than $13,000

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  • What Is Your Financial Purpose?

    July 17, 2019

    Michael Purifoy shares four questions you should ask when seeking to achieve your financial purpose.

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  • Counting Down To Retirement: Planning Retirement Finances At Every Stage In Your Career

    July 17, 2019

    It’s never too early or too late to start thinking about retirement funding.

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  • Preserving Your Wealth: The Best U.S. Cities for Retirement

    July 17, 2019

    Choose a city that fits your retirement budget, while also giving you the post-work life of your dreams.

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  • 7 Types of Insurance Plans You Should Know About

    July 17, 2019

    You don’t want to live a fear-based life, but there’s a healthy skepticism when it comes to the “what ifs.”

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  • 5 Crucial Questions to Ask Before Hiring A Financial Advisor

    July 17, 2019

    Whether you’re just starting to save or have hit mid-retirement, hiring a financial advisor is a wise choice.

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  • Mark Deering Named to Forbes’ List of Top Wealth Advisors

    March 21, 2019

    The list recognizes advisors from national, regional & independent firms.

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  • Dobyns Wealth Team Sponsors the 2018 Men of Valor Breakfast

    February 12, 2019

    We are happy to be a Title Sponsor of the 2018 Men of Valor Breakfast.

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  • Southwestern Investment Group Expands Omaha, Nebraska Office

    February 11, 2019

    Southwestern Investment Group has relocated their Omaha, Nebraska office.

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  • 5 Lessons From Warren Buffett

    May 15, 2017

    Warren Buffett is considered to be one of the most successful investor in the world.

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  • News Release: 2017 Leaders Council

    February 20, 2017

    The Leaders Council is a prestigious recognition for advisors.

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  • As Seen in the Nashville Business Journal

    February 10, 2017

    Financial resolutions: Two steps to help you toward financial independence.

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