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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The Financial Planner of the Household: What You Should Tell Your Family
June 16, 2021
Marriage is all about teamwork and communication, a balancing of skills where
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How to Plan for Retirement if You’re in Your 50s
June 9, 2021
If you’re like most people, your 50s seemed like a far-off event
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3 New Income Generators to Explore This Year
June 2, 2021
We’ve all heard the phrase, “work smarter, not harder.” And, if you’re
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Is a High-Risk Tolerance for Young Investors Only?
May 26, 2021
You might be familiar with this common investment advice: financial risk should
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How to Use Your IRA to Donate to Charity (And Potentially Lower Your Tax Bill)
May 19, 2021
So, you’ve spent your career making contributions to tax deferred retirement accounts—401(k),
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Tennessee Tax Deadline Extended for Certain Counties
May 14, 2021
Tennesseans living in areas affected by severe thunderstorms, winds, tornadoes, and flooding,
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5 Steps to Take After Receiving an Inheritance
May 12, 2021
Receiving an inheritance can be a mixed bag of emotions—simultaneous elation, grief,
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How to Plan for Retirement if You’re in Your 40s
May 5, 2021
If you’re like most people, you probably spent your 20s and 30s
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Webinar: Market Update & Economic Outlook Webinar Hosted by Nicholas Lacy, CFA
April 28, 2021
As a helpful resource to you, your family, or friends, we wanted
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How to Relieve Your Employees’ Financial Stress
April 28, 2021
Let’s face it: life throughout the past year has been…stressful. Finance was
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Webinar: The Financial Dilemma
April 21, 2021
We hope you enjoyed our webinar held on April 1, 2021 about
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Recovering Financially After the Death of a Spouse
April 21, 2021
Losing a spouse is a devastating experience, which requires a lot of
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10 Positive Affirmations for a Healthy Money Mindset
April 14, 2021
When you think of money, your mind likely goes to saving, investing,
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What to Know About Funeral Costs Related to COVID-19
April 7, 2021
The COVID-19 pandemic caused devastation throughout the country. Hundreds of thousands of
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5 Apps to Teach Your Child About Financial Responsibility
March 31, 2021
As parents, we strive to encourage our children to be successful and
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The Estate Planning Checklist You Didn’t Know You Needed
March 24, 2021
You might feel as though you don’t need to plan your estate
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5 Steps to Take Before Tax Day 2021
March 17, 2021
It seems that almost every aspect of our professional and financial lives
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How to Plan for Retirement if You’re in Your 30s
March 10, 2021
In your 30s, retirement seems to sneak up on you. You might
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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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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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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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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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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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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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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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What Is an IRA?
January 27, 2021
Simply put, an IRA (Individual Retirement Account) is a retirement savings tool
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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?