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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  • 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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  • southwestern-investment-announces-three-new-lead-advisors

    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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  • Ben Biggs of southwestern investment group posing on a couch at a brightly lit financial advisor office

    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 southwestern investment group wealth team San Antonio sitting together on couches in the office

    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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  • 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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  • 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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  • Jeffrey T. Dobyns Headshot 2

    JEFF DOBYNS NAMED TO BARRON’S 2020 LIST OF TOP ADVISORS IN TENNESSEE

    April 29, 2020

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

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  • The CARES Act: Understanding How the Stimulus Bill Affects Individuals

    April 28, 2020

    The CARES Act provides an estimated $2 Trillion in fiscal stimulus to

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  • blurred image of three business professionals giving a round of applause

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS

    April 17, 2020

    Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company

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  • hand hanging up black landline office phone on desk

    Finances During a Pandemic: What Our Clients Are Asking

    April 14, 2020

    The COVID-19 pandemic and its effect on our economy has touched millions

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  • elderly couple sitting on a grey couch together during a meeting with their financial advisor

    A Guide to Managing Your Retirement During COVID-19

    April 10, 2020

    Retirement planning changes throughout the course of your life. But regardless of

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  • How to Handle Market Volatility

    April 7, 2020

    First of all, preparing for volatility needs to begin well before the

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  • Recession of stock market on tablet computer

    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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  • US national flag flying over Capitol Hill Building in Washington DC

    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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  • women with a wedding ring counting her cash she got from tax deductions

    8 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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  • screen displaying stock price fluctuations and market volatility

    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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  • close up of a keychain on a wooden kitchen table with a key and house trinket

    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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  • women writing in a journal at a coffee shop with a mug, calendar and phone in front of her

    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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  • a couple holding hands in a field of tall grass

    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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  • hand drawing a graph on a notepad and crunching numbers on a calculator

    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 posing for a picture at Barron's Summit 2019

    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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  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    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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