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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 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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  • CYSTIC FIBROSIS OF MIDDLE TENNESSEE NAMES SOUTHWESTERN INVESTMENT GROUP’S ELLIE ESTES AMONG 2020 NASHVILLE’S TOP 30 UNDER 30

    November 5, 2019

    FRANKLIN, Tennessee—The Middle Tennessee chapter of the Cystic Fibrosis Foundation recently announced

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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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  • 5 Tips for Choosing the Best Savings Account for You

    September 24, 2019

    It’s easier to take the default savings account your bank offers. We

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  • 4 Telltale Signs You Have a Lousy 401(k) Plan

    September 23, 2019

    We aren’t always as aware of our 401(k) performance as we should

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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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  • It’s Not What You Make, It’s What You Keep

    September 1, 2019

    We all invest to make money, right?  Many investors watch the market

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