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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  • couple-in-60s

    How to Plan for Retirement if You’re in Your 60s

    July 21, 2021

    When in your 60s, retirement can be years, months, or even days

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  • woman-counting-cash

    PRIMED AND READY TO SPEND

    July 20, 2021

    One unexpected side effect of the pandemic is Americans spent less and

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  • woman-making-a-goals-list

    Financial Review: 5 Steps to Review Your Financial Standing

    July 14, 2021

    Have you checked in on your financial health this year?  If the

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  • woman-covering-ears

    WHAT FINANCIAL ADVICE OUR CLIENTS LEAST WANT TO HEAR

    July 13, 2021

    What financial advice do our clientele of affluent individuals least want to

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  • university-campus-in-fall

    Is Your Child Starting College this Fall? Here’s How to Prepare

    July 7, 2021

    It likely feels as if, just yesterday, your child was a toddler.

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  • child-at-school-coloring

    What to Know About the Advance Child Tax Credit

    June 30, 2021

    Are you eligible to receive a child tax credit for 2021? If

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  • investment-rental-properties-at-beach

    Managing Multiple Investment Properties? Consider These 3 Financial Tips

    June 23, 2021

    Investing in rental properties can either be a great way to grow

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  • high-net-worth-lifestyle

    WHAT IS A HIGH-NET-WORTH INDIVIDUAL?

    June 18, 2021

    A high-net-worth individual (HNWI) is a term often used in the financial

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  • young-couple-meeting-with-advisor

    Will We See a Substantial Increase in Inflation?

    June 18, 2021

    Raymond James Chief Economist Scott Brown, PhD explains why the current economic

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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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  • father-reading-to-son-while-camping

    The Financial Planner of the Household: What You Should Tell Your Family

    June 16, 2021

    Marriage is all about teamwork and communication, a balancing of skills where

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  • couple-in-50s

    How to Plan for Retirement if You’re in Your 50s

    June 9, 2021

    If you’re like most people, your 50s seemed like a far-off event

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  • female-professionals-planning

    3 New Income Generators to Explore This Year

    June 2, 2021

    We’ve all heard the phrase, “work smarter, not harder.” And, if you’re

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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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  • young-professional-working-on-laptop

    Is a High-Risk Tolerance for Young Investors Only?

    May 26, 2021

    You might be familiar with this common investment advice: financial risk should

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  • senior-adult-couple-happy-at-beach

    How to Use Your IRA to Donate to Charity (And Potentially Lower Your Tax Bill)

    May 19, 2021

    So, you’ve spent your career making contributions to tax deferred retirement accounts—401(k),

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  • close-up-of-dollar-bill

    Tennessee Tax Deadline Extended for Certain Counties

    May 14, 2021

    Tennesseans living in areas affected by severe thunderstorms, winds, tornadoes, and flooding,

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  • middle-aged-male-thinking

    5 Steps to Take After Receiving an Inheritance

    May 12, 2021

    Receiving an inheritance can be a mixed bag of emotions—simultaneous elation, grief,

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  • couple-in-40s-in-cafe

    How to Plan for Retirement if You’re in Your 40s

    May 5, 2021

    If you’re like most people, you probably spent your 20s and 30s

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  • compass-atop-stock-market-report

    Webinar: Market Update & Economic Outlook Webinar Hosted by Nicholas Lacy, CFA

    April 28, 2021

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

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  • two-female-coworkers-in-a-meeting

    How to Relieve Your Employees’ Financial Stress

    April 28, 2021

    Let’s face it: life throughout the past year has been…stressful. Finance was

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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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  • woman-working-on-laptop

    Webinar: The Financial Dilemma

    April 21, 2021

    We hope you enjoyed our webinar held on April 1, 2021 about

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  • senior-adult-woman-reminiscing

    Recovering Financially After the Death of a Spouse

    April 21, 2021

    Losing a spouse is a devastating experience, which requires a lot of

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  • smiling-female-business-professional

    10 Positive Affirmations for a Healthy Money Mindset

    April 14, 2021

    When you think of money, your mind likely goes to saving, investing,

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  • mature-couple-at-funeral

    What to Know About Funeral Costs Related to COVID-19

    April 7, 2021

    The COVID-19 pandemic caused devastation throughout the country. Hundreds of thousands of

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  • child-and-parent-with-money

    5 Apps to Teach Your Child About Financial Responsibility

    March 31, 2021

    As parents, we strive to encourage our children to be successful and

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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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  • Melissa-Jones-Southwestern-Investment-Group

    Associate Spotlight: Melissa Jones

    March 25, 2021

    Southwestern Investment Group is beyond proud of how much our advisors care

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  • professional-with-client-starting-a-list

    The Estate Planning Checklist You Didn’t Know You Needed

    March 24, 2021

    You might feel as though you don’t need to plan your estate

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  • tax-form-in-folder-on-desk

    5 Steps to Take Before Tax Day 2021

    March 17, 2021

    It seems that almost every aspect of our professional and financial lives

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  • couple-in-30s

    How to Plan for Retirement if You’re in Your 30s

    March 10, 2021

    In your 30s, retirement seems to sneak up on you. You might

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  • texas-flag-and-american-flag

    What to Know About the 2021 Texas Tax Deadline Extension

    March 5, 2021

    For Texans affected by severe winter storms, you may be eligible for

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  • happy-asian-mother-and-daughter

    How Old Should a Child be Before Having a Life Insurance Policy?

    March 3, 2021

    Life insurance can be an uncomfortable topic of conversation, especially when it

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  • female-signing-paperwork

    8 Essential Documents for Your Estate Plan

    March 1, 2021

    Estate planning is more than just creating a will. Here’s a look

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  • career-in-financial-advising

    Is a Career in Financial Advising for You?

    February 24, 2021

    Have you ever wondered if a career in financial advising is right

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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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  • stack-of-newspapers

    The Financial Dilemma

    February 17, 2021

    Google, Facebook, and Twitter seem to be leading the “information age” in

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  • Couple-giving-to-charity-online

    How to Make the Most Out of Your Charitable Giving in 2021

    February 15, 2021

    2020 was a year of challenges, but it was also one of

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  • two-black-business-women-in-office

    Self-Employment: Here’s What to Know About SEP-IRAs

    February 10, 2021

    Working for yourself has tremendous advantages for those with an entrepreneurial spirit.

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  • telescope-looking-into-distance-min (1)

    WEBINAR—2021 OUTLOOK: LONG-TERM PERSPECTIVE ON MARKETS AND ECONOMIES

    February 9, 2021

    Throughout the recent market volatility, our team has been passionately working to

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  • woman-adding-figures-on-calculator

    How Do Investment Tax Breaks Actually Work?

    February 5, 2021

    With Tax Day right around the corner, we thought it would be

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  • man-signing-paperwork

    5 Things to Do Before Co-signing a Mortgage for Your Adult Child

    February 3, 2021

    Securing a mortgage can be difficult for even the most financially confident

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  • mature-man-thinking-at-computer

    What Is an IRA?

    January 27, 2021

    Simply put, an IRA (Individual Retirement Account) is a retirement savings tool

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  • Gerry-Macbeth-Southwestern-Investment-Group

    Associate Spotlight: Gerry Macbeth

    January 26, 2021

    Southwestern Investment Group is grateful for employees who grow with our company,

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  • US-Capitol-View

    What to Know About the $900 Billion Dollar Stimulus Bill

    January 20, 2021

    As you might know, Congress has passed a second stimulus bill in

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  • password-reminder-on-notepad

    Resources at a Glance: Password Managers

    January 15, 2021

    Here are some questions I want you to answer honestly: Do you

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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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