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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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  • 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.

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  • Preserving Your Wealth: The Best U.S. Cities for Retirement

    July 17, 2019

    Choose a city that fits your retirement budget, while also giving you the post-work life of your dreams.

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  • 7 Types of Insurance Plans You Should Know About

    July 17, 2019

    You don’t want to live a fear-based life, but there’s a healthy skepticism when it comes to the “what ifs.”

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  • 5 Crucial Questions to Ask Before Hiring A Financial Advisor

    July 17, 2019

    Whether you’re just starting to save or have hit mid-retirement, hiring a financial advisor is a wise choice.

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  • 5 Lessons From Warren Buffett

    May 15, 2017

    Warren Buffett is considered to be one of the most successful investor in the world.

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