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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SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
February 18, 2020
FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob
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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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6 Things to Consider When Selling Your Home
November 26, 2019
Your home is many things: your comfort zone, where you crash after
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How Much Should You Save Before Retirement?
November 26, 2019
No matter where you are in your career, and no matter how
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SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES 2019 BEST-IN-STATE WEALTH ADVISORS LIST
November 9, 2019
FRANKLIN, Tennessee—In its 2019 Best-In-State Wealth Advisors list, Forbes has named four
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10 Easy-to-Avoid Mistakes for Buying a New Home
October 14, 2019
Buying a home is a milestone, whether it’s your first or fifth.
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Southwestern Investment Group Acquires Columbia, Tennessee-Based Raymond James Affiliate Office
September 17, 2019
Nashville, Tenn. (September, 17 2019)—Southwestern Investment Group, an independent financial planning firm,
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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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It’s Not What You Make, It’s What You Keep
September 1, 2019
We all invest to make money, right? Many investors watch the market
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As Seen in the Nashville Business Journal
February 10, 2017
Financial resolutions: Two steps to help you toward financial independence.