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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  • 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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  • group of people working on a banner that says "we need your help" for a charitable cause

    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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  • middle-age-couple-discussing-business-in-cafe

    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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  • certified-financial-planner-with-young-couple

    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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  • woman standing behind point of sale system smiling at customer across the counter

    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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  • The Nashville Tennessee Skyline

    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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  • woman smiling during a sunset with a lake in behind her

    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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  • A savings money jar with world coins and emergency word on label or tag

    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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  • chalk board sign that says "Thank you for shopping local'

    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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  • white banner flag hanging in window that says "yes we're open" in cursive black writing

    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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  • elder couple meeting with financial advisor discusses retirement information

    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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  • man opening his black leather wallet to place money into it

    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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  • couple sitting together to discuss financial plans

    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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  • women with a wedding ring counting her cash she got from tax deductions

    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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  • screen displaying stock price fluctuations and market volatility

    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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  • close up of a keychain on a wooden kitchen table with a key and house trinket

    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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  • women writing in a journal at a coffee shop with a mug, calendar and phone in front of her

    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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  • a couple holding hands in a field of tall grass

    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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  • hand drawing a graph on a notepad and crunching numbers on a calculator

    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 posing for a picture at Barron's Summit 2019

    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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  • Merging Finances After Marriage

    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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