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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  • father-reading-to-son-while-camping

    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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  • couple-in-50s

    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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  • female-professionals-planning

    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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  • young-professional-working-on-laptop

    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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  • senior-adult-couple-happy-at-beach

    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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  • close-up-of-dollar-bill

    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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  • middle-aged-male-thinking

    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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  • couple-in-40s-in-cafe

    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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  • compass-atop-stock-market-report

    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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  • two-female-coworkers-in-a-meeting

    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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  • woman-working-on-laptop

    Webinar: The Financial Dilemma

    April 21, 2021

    We hope you enjoyed our webinar held on April 1, 2021 about

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  • senior-adult-woman-reminiscing

    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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  • smiling-female-business-professional

    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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  • mature-couple-at-funeral

    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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  • child-and-parent-with-money

    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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  • professional-with-client-starting-a-list

    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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  • tax-form-in-folder-on-desk

    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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  • couple-in-30s

    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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  • 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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  • 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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  • 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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  • 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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  • 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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