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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6 Creative Holiday Giving Ideas
October 12, 2021
Even though the holidays are a few months away, it’s the right
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SOUTHWESTERN INVESTMENT GROUP NAMES CASH TUNSTALL AS EXECUTIVE VICE PRESIDENT
September 16, 2021
Franklin, TN (August 26, 2021)—Southwestern Investment Group, an independent wealth management company,
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SOUTHWESTERN INVESTMENT GROUP NAMES BRANDON HAUMSCHILT AS EXECUTIVE VICE PRESIDENT
August 30, 2021
Franklin, TN (August 27, 2021)—Southwestern Investment Group, an independent wealth management company
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SOUTHWESTERN INVESTMENT GROUP NAMES JOHN NAIL AS SENIOR EXECUTIVE VICE PRESIDENT
August 27, 2021
Franklin, TN (August 26, 2021)—Southwestern Investment Group, an independent wealth management company,
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SOUTHWESTERN INVESTMENT GROUP NAMES BRIAN HART AS EXECUTIVE VICE PRESIDENT
August 18, 2021
Frisco, TX (August 18, 2021)—Southwestern Investment Group, an independent wealth management company,
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SOUTHWESTERN INVESTMENT GROUP NAMED AMONG TOP WORKPLACES IN TENNESSEE IN 2021
June 21, 2021
FRANKLIN, Tennessee—Southwestern Investment Group, an independent wealth management company, is excited to
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NICKOLAS PARKER ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS
June 18, 2021
Southwestern Investment Group’s Nickolas Parker was recently certified by the CFP® Board
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SOUTHWESTERN INVESTMENT GROUP NAMES JASON POE AS EXECUTIVE VICE PRESIDENT
June 17, 2021
Frisco, TX. (June 21, 2021)—Southwestern Investment Group, an independent financial planning organization,
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SOUTHWESTERN INVESTMENT GROUP NAMES MICHAEL PURIFOY AS SENIOR EXECUTIVE VICE PRESIDENT
May 26, 2021
Brentwood, Tenn. (May 25, 2021)—Southwestern Investment Group, an independent financial planning organization,
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SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF MARK DEERING TO SENIOR EXECUTIVE VICE PRESIDENT
April 26, 2021
Franklin, Tenn. (April 26, 2021)—Southwestern Investment Group, an independent wealth management company
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FORBES NAMES BOB SIRCY, JR. AMONG ‘BEST-IN-STATE’ ADVISORS FOR TENNESSEE
March 30, 2021
FRANKLIN, TN (March 30, 2021) — Of the 32,725 nominations received, only
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JEFF DOBYNS NAMED TO BARRON’S TOP 1,200 FINANCIAL ADVISORS
March 25, 2021
FRANKLIN, Tennessee — Jeffrey T. Dobyns, President of Southwestern Investment Group and
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SEVEN SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
February 19, 2021
FRANKLIN, Tennessee — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive
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JACKSON WILCOX ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS
January 13, 2021
Southwestern Investment Group’s Jackson Wilcox was recently certified by the CFP® Board
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JEFFREY T. DOBYNS ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES 2021 CHAIRMAN’S COUNCIL
January 12, 2021
Nashville, TN – Jeffrey T. Dobyns, Founder and President of Southwestern Investment
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SOUTHWESTERN INVESTMENT GROUP CELEBRATES THREE MEMBERS OF THE JORDAN J. WEDELL WEALTH TEAM
December 1, 2020
FRANKLIN, TN. (November 30, 2020)—Southwestern Investment Group, an independent wealth management company
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How to Choose a Reputable Charity
October 15, 2020
Helping neighbors in need is one of the greatest of feelings. Charities
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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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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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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’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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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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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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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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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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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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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 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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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 Associated 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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Southwestern Investment Group Expands Omaha, Nebraska Office
February 11, 2019
Southwestern Investment Group has relocated their Omaha, Nebraska office.
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News Release: 2017 Leaders Council
February 20, 2017
The Leaders Council is a prestigious recognition for advisors.
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As Seen in the Nashville Business Journal
February 10, 2017
Financial resolutions: Two steps to help you toward financial independence.