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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  • texas-flag-and-american-flag

    What to Know About the 2021 Texas Tax Deadline Extension

    March 5, 2021

    For Texans affected by severe winter storms, you may be eligible for

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  • happy-asian-mother-and-daughter

    How Old Should a Child be Before Having a Life Insurance Policy?

    March 3, 2021

    Life insurance can be an uncomfortable topic of conversation, especially when it

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  • career-in-financial-advising

    Is a Career in Financial Advising for You?

    February 24, 2021

    Have you ever wondered if a career in financial advising is right

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  • stack-of-newspapers

    The Financial Dilemma

    February 17, 2021

    Google, Facebook, and Twitter seem to be leading the “information age” in

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  • Couple-giving-to-charity-online

    How to Make the Most Out of Your Charitable Giving in 2021

    February 15, 2021

    2020 was a year of challenges, but it was also one of

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  • two-black-business-women-in-office

    Self-Employment: Here’s What to Know About SEP-IRAs

    February 10, 2021

    Working for yourself has tremendous advantages for those with an entrepreneurial spirit.

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  • telescope-looking-into-distance-min (1)

    WEBINAR—2021 OUTLOOK: LONG-TERM PERSPECTIVE ON MARKETS AND ECONOMIES

    February 9, 2021

    Throughout the recent market volatility, our team has been passionately working to

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  • woman-adding-figures-on-calculator

    How Do Investment Tax Breaks Actually Work?

    February 5, 2021

    With Tax Day right around the corner, we thought it would be

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  • man-signing-paperwork

    5 Things to Do Before Co-signing a Mortgage for Your Adult Child

    February 3, 2021

    Securing a mortgage can be difficult for even the most financially confident

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  • mature-man-thinking-at-computer

    What Is an IRA?

    January 27, 2021

    Simply put, an IRA (Individual Retirement Account) is a retirement savings tool

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  • US-Capitol-View

    What to Know About the $900 Billion Dollar Stimulus Bill

    January 20, 2021

    As you might know, Congress has passed a second stimulus bill in

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  • mailbox-with-us-letter-inside

    4 Ideas for Investing Your Stimulus Check

    January 13, 2021

    Stimulus checks have begun to appear in the mailboxes and bank accounts

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  • grave-site-with-american-flag

    How to Find a Lost Life Insurance Policy of a Deceased Loved One

    January 11, 2021

    When someone close to you passes away, your first thoughts won’t be

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  • woman-with-elderly-mother

    How to Preserve Assets When Caring for an Elderly Parent

    January 8, 2021

    Of all of life’s milestones, the transition from child to caretaker can

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  • doctor-meeting-with-patient

    9 Medicare Myths You’ll Want to Know

    January 6, 2021

    Medicare is a term that you likely hear often, especially if you’re

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  • typewriter-with-2020-on-paper

    The Lessons We Learned in 2020 and Looking Ahead to 2021

    December 30, 2020

    Southwestern Investment Group has had a fantastic year helping our clients move

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  • african-american-man-holding-a-heart-over-chest

    How Much Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2020?

    December 21, 2020

    A year ago today, no one could’ve imagined where we would be

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  • woman-working-on-laptop

    5 Tips for Successfully Managing Financial Risk

    December 16, 2020

    Everything in life comes with risk, and our finances are no exception.

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  • new-york-stock-exchange

    A Post-Election Stock Market Analysis

    December 9, 2020

    Have you been concerned about your stock portfolio in 2020? Amid the

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  • couple-at-meeting-table

    7 Easy and Painless Financial Resolutions for 2021

    December 2, 2020

    Start the new year right by setting healthy habits that can help

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  • african-american-professional-male-working-at-desk

    8 Year-End Tax Planning and Financial Services Tips

    December 2, 2020

    Can you believe another year has already flown by?  As we move

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  • young-woman-in-face-mask-and-santa-hat-min

    How Might COVID-19 Change the Way We Give in 2020 and Beyond?

    November 30, 2020

    A year of dramatic change across the board, 2020 has shifted the

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  • person-making-heart-gesture-with-hands

    5 Reasons Why We’re Thankful for Our Clients this Holiday Season

    November 25, 2020

    “In these unprecedented times…” It’s a phrase you’ve probably heard a lot

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  • grandmother-holding-hand-of-child-for-family-meal-prayer-min

    4 Ways Gratitude Can Improve Your Money Mindset

    November 20, 2020

    It’s amazing how gratitude can change how we see the world. Too

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  • african-american-man-looking-at business-news

    What’s the Difference Between Stocks and Bonds?

    November 18, 2020

    When diversifying your portfolio, you’ll read article upon article about stocks and

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  • bitcoin-app-on-phone

    4 Things to Know About Investing in Cryptocurrency

    November 11, 2020

    Bitcoin was all the rage when its value surged in 2017, positioning

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  • wall-street-sign-with-american-flag-min

    2020 Election: Is This Time Different?

    November 9, 2020

    Although November 3rd has now come and gone, as we approached the

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  • african-american-woman-in-shock

    10 Financial Planning Mistakes That’ll Give You Nightmares

    October 28, 2020

    Halloween is upon us, so let’s take a look at the spookiest,

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  • senior-adult-woman-with-african-american-doctor

    A Medicare Rundown for 2021

    October 21, 2020

    It’s that time of year again. Medicare open enrollment is fast approaching

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  • doctor-issuing-prescription

    Medicare Enrollment Is Here: What Should You Know?

    October 20, 2020

    October’s arrival brings with it the annual enrollment period for Medicare, beginning

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  • election-day-sign-and-stickers

    What to Expect from the Stock Market Before and After the Election

    October 14, 2020

    Politics and finances—two parts of our lives that can incite the most

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  • Dobyns-Wealth-Team-Webinar-2020

    WEBINAR—The Four Horsemen of 2020: Election, Covid-19, Trade War, Government Stimulus

    October 9, 2020

    Thank you to those who attended the webinar with Market Leader Cullen

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  • dad-and-daughter-looking-at-paperwork

    What Not to Do When Naming Beneficiaries

    October 2, 2020

    Sure—it’s something we don’t like to think about, but it’s never too

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  • couple-with-financial-stress

    5 Tips for Cutting Financial Tension at Home

    September 30, 2020

    Financial tension can create dramatic rifts within families. It’s unfortunate, but most

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  • mature-woman-signing-paperwork-with-younger-woman

    How to Know If You Need an Estate Plan

    September 17, 2020

    Estate planning is an essential element of your financial strategy. Many put

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  • two-businessmen-meeting-outdoors

    5 Questions to Ask Your Financial Advisor During Yearly Reviews

    September 9, 2020

    A quick email sometimes leaves something to be desired, don’t you think?

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  • woman-in-a-US-voting-booth

    A Guide to Investing During an Election Year

    September 3, 2020

    Curious about how to survive the uncertainty and invest with confidence? Presidential

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  • young-female-hugging-older-man

    What Is a Net Asset Value (NAV)?

    September 2, 2020

    To frame the importance of your net asset value (NAV), let’s first

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  • person-looking-at-stock-market-on-phone

    Investment 101: The Dos and Don’ts of Investing

    August 31, 2020

    If you’ve ever been curious about investing and didn’t know where to

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  • young-professional-woman-looking-out-office-window

    7 Myths About Financial Advisors

    August 31, 2020

    Wealth management is perhaps one of the most important and often overlooked

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  • mature-couple-reviewing-finances

    Should You Max Out Your 401(k)?

    August 26, 2020

    When thinking about retirement, no matter your age, you probably wonder if

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  • income-tax-return

    What to Know About States Without Income Tax

    August 19, 2020

    Did you know that seven American states do not charge their residents

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  • mature-man-looking-at-computer-screen

    Never Do These 5 Things When Investing

    August 13, 2020

    Financial professionals love to talk about best practices when it comes to

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  • election-voting-sign-and-sticker

    What to Know About Investing During an Election Year

    August 12, 2020

    Every four years, as Election Day approaches, financial advisors are inundated with

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  • couple-reviewing-retirement-budget

    How to Budget Your Way to a Comfortable Retirement

    August 10, 2020

    Do you know where your money is going? Your first response may

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  • Young-Female-Looking-at-Laptop-in-Cafe

    Sustainable Investing: Does it Deserve the Hype?

    August 5, 2020

    Sustainable investing is talked about more than ever now that younger generations

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  • Happy Senior African American Couple Man Woman on Beach

    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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  • 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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  • 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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  • 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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