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:
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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 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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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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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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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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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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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.