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 CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, JESSE SCROGGINS

    September 25, 2020

    Homewood, AL (September 25, 2020)—Southwestern Investment Group, an independent wealth management company

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  • lucas-swatzell-southwestern-investment-group

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, LUCAS SWATZELL

    August 18, 2020

    Franklin, Tenn. (August 18, 2020)—Southwestern Investment Group, an independent wealth management company

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  • southwestern-forbes-next-gen-advisors-logo-graphic

    TOMMY DOERFLER AND LUKE AULL NAMED TO FORBES LIST OF NEXT-GEN WEALTH ADVISORS

    August 13, 2020

    FRANKLIN, Tennessee—Southwestern Investment Group, a wealth management firm headquartered in Franklin, Tennessee,

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  • Southwestern-Investment-Group-Brentwood-Location

    SOUTHWESTERN INVESTMENT GROUP’S BRENTWOOD OFFICE MOVES TO A NEW LOCATION

    July 15, 2020

    BRENTWOOD, Tennessee—After a period of significant growth, Southwestern Investment Group is excited

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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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  • financial advisors Timothy Johnson, David Hayes, and James Ridley compiled headshots

    SOUTHWESTERN INVESTMENT ANNOUNCES THREE NEW LEAD ADVISORS

    June 18, 2020

    Franklin, Tennessee—Southwestern Investment Group, an independent wealth management company based in Franklin,

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  • Benjamin Biggs Headshot

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, BENJAMIN BIGGS

    June 3, 2020

    Frisco, Texas (June 3, 2020)—Southwestern Investment Group, an independent wealth management company

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  • Gonzalez Action Shot 2

    SOUTHWESTERN INVESTMENT GROUP ENTERS THE SAN ANTONIO MARKET

    June 1, 2020

    San Antonio, Texas—Southwestern Investment Group, an independent wealth management company, is expanding

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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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  • 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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  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    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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  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    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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  • Tennessee-Based Raymond James Affiliate Office

    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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  • writing a check for charitable giving

    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.

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