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.
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
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
6 Things to Consider When Selling Your Home
November 26, 2019
Your home is many things: your comfort zone, where you crash after
How Much Should You Save Before Retirement?
November 26, 2019
No matter where you are in your career, and no matter how
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
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.
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,
Charitable Giving and Your Tax Strategy: Should You Itemize?
September 11, 2019
In 2017, the Tax Cuts and Jobs Act increased the standard deduction
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
As Seen in the Nashville Business Journal
February 10, 2017
Financial resolutions: Two steps to help you toward financial independence.