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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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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PRIMED AND READY TO SPEND
July 20, 2021
One unexpected side effect of the pandemic is Americans spent less and
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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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Webinar: The Financial Dilemma
April 21, 2021
We hope you enjoyed our webinar held on April 1, 2021 about
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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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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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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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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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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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Associate Spotlight: Melissa Jones
March 25, 2021
Southwestern Investment Group is beyond proud of how much our advisors care
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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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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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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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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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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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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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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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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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The Financial Dilemma
February 17, 2021
Google, Facebook, and Twitter seem to be leading the “information age” in
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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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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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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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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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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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What Is an IRA?
January 27, 2021
Simply put, an IRA (Individual Retirement Account) is a retirement savings tool
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Associate Spotlight: Gerry Macbeth
January 26, 2021
Southwestern Investment Group is grateful for employees who grow with our company,
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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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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 ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS
January 13, 2021
Southwestern Investment Group’s Jackson Wilcox was recently certified by the CFP® Board