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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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
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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.