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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Is It Time to Roll Over Your 401(k)?
September 21, 2022
If you have changed jobs or retired recently, you may be wondering
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What to Do with an Inheritance
September 15, 2022
For many people, the thought of receiving an inheritance seems like it
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“Second Act” Income Opportunities to Explore
September 7, 2022
Retirement is no longer what it used to be. In fact, many
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Are You a Member of the Sandwich Generation?
August 31, 2022
When Your Family Relies on YouApproximately 50% of Americans in their forties,
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Preparing for Your College Student’s First Year Away
August 24, 2022
Sending your child (particularly your first born!) off to college can be
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Selling Your Home – Taxes and Thoughts to Consider
August 23, 2022
With the recent strong real estate market, you may wonder if selling
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Higher Education Savings Plans
August 17, 2022
As the first day of school approaches, and your children anticipate returning
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DOBYNS WEALTH TEAM CHANGES NAME TO DOBYNS MCMILLIN WEALTH TEAM
August 16, 2022
I am pleased to announce that the Dobyns Wealth Team has changed
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Tax Mistakes to Avoid in Retirement
August 10, 2022
Most of us look forward to retirement and the opportunity to start
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SOUTHWESTERN INVESTMENT GROUP’S LUCAS SWATZELL NAMED TO FORBES’ LIST OF TOP NEXT-GEN WEALTH ADVISORS
August 8, 2022
August 8, 2022 (FRANKLIN, TN) — Southwestern Investment Group, an independent wealth
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SOUTHWESTERN INVESTMENT GROUP’S JESSE SCROGGINS NAMED TO FORBES’ LIST OF TOP NEXT-GEN WEALTH ADVISORS
August 8, 2022
August 8, 2022 (FRANKLIN, TN) — Southwestern Investment Group, an independent wealth
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Helping your Children Build Credit
August 3, 2022
Imagine that your child recently landed a part-time job and is starting
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Do You Know the Basic Concepts of Sound Financial Planning?
July 27, 2022
Very few of us would start a journey without at least consulting
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Leaving a Legacy for your Children & Grandchildren
July 20, 2022
You’ve accumulated substantial assets, and you want to leave a legacy for
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Financial Considerations When Preparing to Travel
July 13, 2022
With the first days of summer upon us and COVID-19 restrictions beginning
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SOUTHWESTERN INVESTMENT GROUP WELCOMES GARY BONNER AS CHIEF OPERATING OFFICER
July 7, 2022
FRANKLIN, Tenn., July 7, 2022 — Southwestern Investment Group, an independent wealth
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Required Minimum Distributions (RMDs)
July 6, 2022
Retirement accounts, such as traditional IRAs and401(k), 403(b), and 457 (b) plans,
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SOUTHWESTERN INVESTMENT GROUP NAMES ERIC SHAPIRO AS VICE PRESIDENT
June 30, 2022
June 30, 2022 (Omaha, Nebraska) — Southwestern Investment Group, an independent wealth
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THOUGHTS ON THE MARKET HOSTED BY RAYMOND JAMES CIO LARRY ADAM
June 30, 2022
As a helpful resource to you, your family, or friends, we wanted
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MARKET OUTLOOK WEBINAR HOSTED BY CHRIS JENKINS CPWA®, CIMA®, AIF®
June 30, 2022
As a helpful resource to you, your family, or friends, we wanted
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Putting a Down Payment on a Home: How Much is Enough?
June 29, 2022
You’ve found your dream house and are thinking about financing options. One
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SOUTHWESTERN INVESTMENT GROUP NAMED A TOP WORKPLACE IN MIDDLE TENNESSEE FOR THIRD CONSECUTIVE YEAR
June 27, 2022
FRANKLIN, Tenn., June 23, 2022 — Southwestern Investment Group, an independent wealth
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Schools out, but Financial Literacy is all Year Round
June 22, 2022
The 2021-2022 school year is coming to a close, and you’ve likely
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Building an Enduring Relationship with Your Financial Advisor
June 15, 2022
Developing a strong working relationship with your financial advisor is critical in
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A Guide to Financial Wellness
June 8, 2022
The COVID-19 pandemic, market volatility, and increased inflation have pushed many Americans
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I Bonds – What you Need to Know
June 1, 2022
Inflation, as measured by the increase in the consumer price index (CPI),
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Saving for Retirement
May 25, 2022
It’s never too early, or too late, to start saving for retirement.
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SOUTHWESTERN INVESTMENT GROUP NAMES BRANDON KEW AS VICE PRESIDENT
May 24, 2022
Southwestern Investment Group, an independent wealth management company, is pleased to announce
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Help Your Recent College Grad be Financially Prepared
May 18, 2022
It’s the time of year when college students all over the country
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Hannah Patterson Obtains CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation
May 13, 2022
Southwestern Investment Group’s Hannah Patterson has recently obtained her designation from the
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Protecting Yourself Against Fraud and Cyber Crime
May 11, 2022
It’s no secret that we all have become progressively dependent on electronic
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Fed Rates Are Up: What This Means for Your Investments & Financial Plan
May 5, 2022
As most anticipated, on May 4, 2022, the Federal Open Market Committee
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Adjusting your Budget for Inflation
April 27, 2022
Inflation hit a new 40-year high in March, largely driven by increased
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Lessons in Finance from Chick-fil-A
By Mark Deering, CFP®April 26, 2022
I have a confession to make. I am a very big fan
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Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors
April 18, 2022
April 18, 2022 (FRANKLIN, Tennessee) — Jeffrey T. Dobyns, President, Bob Sircy,
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Financial Literacy: Educating our Youth
April 12, 2022
Last month, Florida became the eleventh and largest state in the country
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Get Ready: Retirement Ahead!
April 12, 2022
You may be just starting out in your professional life, with retirement
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Women Taking the Reins of their Finances
March 30, 2022
March is Women’s History Month, and Southwestern Investment Group is celebrating the
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Last Minute Tax Tips for 2021
March 16, 2022
With all that’s going on in the world, it’s easy to forget
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SOUTHWESTERN INVESTMENT GROUP CELEBRATES 20TH ANNIVERSARY
March 16, 2022
(FRANKLIN, Tenn.) — Southwestern Investment Group (SWIG), an independent wealth management company
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Paying Down Debt: The Snowball Method Versus The Avalanche Method
February 28, 2022
If you ever feel overwhelmed by the weight created by unmanageable or
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4 Ways to Learn The Basics Of Investing
February 24, 2022
Do you feel overwhelmed when it comes to learning about investing? If
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How to Budget for the Life You Want
February 23, 2022
Budgeting is one of the simplest yet most effective ways to achieve
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Demystifying Annual IRA Tax Documents
February 16, 2022
At the beginning of the new year, you’ll likely receive many forms,
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Update from Jeff Dobyns – Kidney Donation
February 14, 2022
Well, now that I’m recovered and back to work, I wanted to
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When Should You Contact a Financial Advisor?
February 9, 2022
If you’re not currently working with a financial advisor, you may be
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JEFFREY T. DOBYNS ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES 2022 CHAIRMAN’S COUNCIL
February 3, 2022
Nashville, TN – Jeffrey T. Dobyns, Founder and President of Southwestern Investment
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Creative Ways To Use Your Tax Refund
February 2, 2022
In the midst of shorter days and colder temperatures, there is one
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Should You Consolidate Your Debt?
January 26, 2022
If you find yourself looking at several thousand dollars of debt, you
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WEBINAR: Winter 2022 Market Update
January 25, 2022
As a helpful resource to you, your family, or friends, we wanted