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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  • holiday-giving-ideas

    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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  • cash-tunstall-promotion-2021

    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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  • brandon-haumschilt-promotion-2021

    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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  • john-nail-2021-promotion

    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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  • brian-hart-of-hart-wealth-team

    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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  • nashville-tn-skyline-at-dusk

    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-biggs-wealth-team

    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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  • jason-poe-southwestern-investment-group

    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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  • michael-purifoy-southwestern-investment-group-2

    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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  • Mark-Deering-Southwestern-Investment-Group

    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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  • sircy-hurd-action-shot

    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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  • Forbes-Best-in-State-Wealth-Advisors-2021

    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-southwestern-investment-group-headshot

    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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  • Jeff-Dobyns-Southwestern-Investment-Group

    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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  • Wedell-Wealth-Team-Southwestern-Investment-Group

    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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  • senior-man-looking-at-tablet

    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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  • 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 Associated 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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  • 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.

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