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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  • is it time to rollover your 401k?

    Is It Time to Roll Over Your 401(k)?

    September 21, 2022

    If you have changed jobs or retired recently, you may be wondering

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  • how to manage an inheritance

    What to Do with an Inheritance

    September 15, 2022

    For many people, the thought of receiving an inheritance seems like it

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  • second act income opportunities

    “Second Act” Income Opportunities to Explore

    September 7, 2022

    Retirement is no longer what it used to be. In fact, many

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  • Are You a Member of the Sandwich Generation?

    August 31, 2022

    When Your Family Relies on YouApproximately 50% of Americans in their forties,

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  • Preparing for Your College Student’s First Year Away

    August 24, 2022

    Sending your child (particularly your first born!) off to college can be

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  • Selling Your Home – Taxes and Thoughts to Consider

    August 23, 2022

    With the recent strong real estate market, you may wonder if selling

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  • Higher Education Savings Plans

    August 17, 2022

    As the first day of school approaches, and your children anticipate returning

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  • DOBYNS WEALTH TEAM CHANGES NAME TO DOBYNS MCMILLIN WEALTH TEAM

    August 16, 2022

    I am pleased to announce that the Dobyns Wealth Team has changed

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  • Tax Mistakes to Avoid in Retirement

    August 10, 2022

    Most of us look forward to retirement and the opportunity to start

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  • lucas-swatzell-southwestern-investment-group

    SOUTHWESTERN INVESTMENT GROUP’S LUCAS SWATZELL NAMED TO FORBES’ LIST OF TOP NEXT-GEN WEALTH ADVISORS

    August 8, 2022

    August 8, 2022 (FRANKLIN, TN) — Southwestern Investment Group, an independent wealth

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  • SOUTHWESTERN INVESTMENT GROUP’S JESSE SCROGGINS NAMED TO FORBES’ LIST OF TOP NEXT-GEN WEALTH ADVISORS

    August 8, 2022

    August 8, 2022 (FRANKLIN, TN) — Southwestern Investment Group, an independent wealth

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  • Helping your Children Build Credit

    August 3, 2022

    Imagine that your child recently landed a part-time job and is starting

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  • Do You Know the Basic Concepts of Sound Financial Planning?

    July 27, 2022

    Very few of us would start a journey without at least consulting

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  • Leaving a Legacy for your Children & Grandchildren

    July 20, 2022

    You’ve accumulated substantial assets, and you want to leave a legacy for

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  • Financial Considerations When Preparing to Travel

    July 13, 2022

    With the first days of summer upon us and COVID-19 restrictions beginning

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  • SOUTHWESTERN INVESTMENT GROUP WELCOMES GARY BONNER AS CHIEF OPERATING OFFICER

    July 7, 2022

    FRANKLIN, Tenn., July 7, 2022 — Southwestern Investment Group, an independent wealth

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  • Required Minimum Distributions (RMDs)

    July 6, 2022

    Retirement accounts, such as traditional IRAs and401(k), 403(b), and 457 (b) plans,

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  • SOUTHWESTERN INVESTMENT GROUP NAMES ERIC SHAPIRO AS VICE PRESIDENT

    June 30, 2022

    June 30, 2022 (Omaha, Nebraska) — Southwestern Investment Group, an independent wealth

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  • THOUGHTS ON THE MARKET HOSTED BY RAYMOND JAMES CIO LARRY ADAM

    June 30, 2022

    As a helpful resource to you, your family, or friends, we wanted

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  • MARKET OUTLOOK WEBINAR HOSTED BY CHRIS JENKINS CPWA®, CIMA®, AIF®

    June 30, 2022

    As a helpful resource to you, your family, or friends, we wanted

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  • Putting a Down Payment on a Home: How Much is Enough?

    June 29, 2022

    You’ve found your dream house and are thinking about financing options. One

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  • SOUTHWESTERN INVESTMENT GROUP NAMED A TOP WORKPLACE IN MIDDLE TENNESSEE FOR THIRD CONSECUTIVE YEAR

    June 27, 2022

    FRANKLIN, Tenn., June 23, 2022 — Southwestern Investment Group, an independent wealth

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  • Schools out, but Financial Literacy is all Year Round

    June 22, 2022

    The 2021-2022 school year is coming to a close, and you’ve likely

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  • Building an Enduring Relationship with Your Financial Advisor

    June 15, 2022

    Developing a strong working relationship with your financial advisor is critical in

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  • A Guide to Financial Wellness

    June 8, 2022

    The COVID-19 pandemic, market volatility, and increased inflation have pushed many Americans

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  • I Bonds – What you Need to Know

    June 1, 2022

    Inflation, as measured by the increase in the consumer price index (CPI),

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  • Saving for Retirement

    May 25, 2022

    It’s never too early, or too late, to start saving for retirement.

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  • Brandon Kew

    SOUTHWESTERN INVESTMENT GROUP NAMES BRANDON KEW AS VICE PRESIDENT

    May 24, 2022

    Southwestern Investment Group, an independent wealth management company, is pleased to announce

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  • Help Your Recent College Grad be Financially Prepared

    May 18, 2022

    It’s the time of year when college students all over the country

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  • hannah-patterson-2021

    Hannah Patterson Obtains CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

    May 13, 2022

    Southwestern Investment Group’s Hannah Patterson has recently obtained her designation from the

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  • Protecting Yourself Against Fraud and Cyber Crime

    May 11, 2022

    It’s no secret that we all have become progressively dependent on electronic

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  • Fed Rates Are Up: What This Means for Your Investments & Financial Plan

    May 5, 2022

    As most anticipated, on May 4, 2022, the Federal Open Market Committee

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  • Adjusting your Budget for Inflation

    April 27, 2022

    Inflation hit a new 40-year high in March, largely driven by increased

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  • Lessons in Finance from Chick-fil-A
    By Mark Deering, CFP®

    April 26, 2022

    I have a confession to make. I am a very big fan

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  • Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

    April 18, 2022

    April 18, 2022 (FRANKLIN, Tennessee) — Jeffrey T. Dobyns, President, Bob Sircy,

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  • Financial Literacy: Educating our Youth

    April 12, 2022

    Last month, Florida became the eleventh and largest state in the country

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  • Get Ready: Retirement Ahead!

    April 12, 2022

    You may be just starting out in your professional life, with retirement

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  • Women Taking the Reins of their Finances

    March 30, 2022

    March is Women’s History Month, and Southwestern Investment Group is celebrating the

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  • SOUTHWESTERN INVESTMENT GROUP CELEBRATES 20TH ANNIVERSARY

    March 16, 2022

    (FRANKLIN, Tenn.) — Southwestern Investment Group (SWIG), an independent wealth management company

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  • Update from Jeff Dobyns – Kidney Donation

    February 14, 2022

    Well, now that I’m recovered and back to work, I wanted to

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  • JEFFREY T. DOBYNS ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES 2022 CHAIRMAN’S COUNCIL

    February 3, 2022

    Nashville, TN – Jeffrey T. Dobyns, Founder and President of Southwestern Investment

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  • Home Title Lock: What is it, and do I need it?

    January 13, 2022

    By: Mark G. Deering, CFP®If you’ve been around on the internet lately,

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  • power-of-attorney

    Power of Attorney: An Overview

    December 22, 2021

    Granting someone a power of attorney is a decision that requires great

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  • spending-your-emergency-fund

    How to Identify Whether to Spend Your Emergency Fund

    December 8, 2021

    One of the first steps towards financial responsibility is establishing an emergency

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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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