fbpx

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.

Filter Resources:

  • 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

    Read More

  • 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

    Read More

  • 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.

    Read More

  • 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

    Read More

  • Medicare—Which Plan is Right for you?

    October 8, 2019

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

    Read More

  • 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

    Read More

  • 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?

    Read More

  • 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

    Read More

  • 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

    Read More

  • What Will The Market Do Next?

    September 25, 2019

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

    Read More

  • The Double Tax Shelter

    September 25, 2019

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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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,

    Read More

  • Estate Planning: Is It Ever Too Early?

    September 11, 2019

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

    Read More

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

    September 11, 2019

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

    Read More

  • Does Your Investment Portfolio Fit a Diverse Market?

    September 11, 2019

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

    Read More

  • 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

    Read More

  • 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

    Read More

  • What Is Your Financial Purpose?

    July 17, 2019

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

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.”

    Read More

  • 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.

    Read More

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

    March 21, 2019

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

    Read More

  • 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.

    Read More

  • Southwestern Investment Group Expands Omaha, Nebraska Office

    February 11, 2019

    Southwestern Investment Group has relocated their Omaha, Nebraska office.

    Read More

  • 5 Lessons From Warren Buffett

    May 15, 2017

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

    Read More

  • News Release: 2017 Leaders Council

    February 20, 2017

    The Leaders Council is a prestigious recognition for advisors.

    Read More

  • As Seen in the Nashville Business Journal

    February 10, 2017

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

    Read More

Find an Advisor