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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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?
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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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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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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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7 Myths About Financial Advisors
August 31, 2020
Wealth management is perhaps one of the most important and often overlooked
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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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What to Know About States with No Income Tax
August 19, 2020
Did you know that seven American states do not charge their residents
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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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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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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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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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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