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:

  • 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,

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • Melissa-Jones-Southwestern-Investment-Group

    Associate Spotlight: Melissa Jones

    March 25, 2021

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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • stack-of-newspapers

    The Financial Dilemma

    February 17, 2021

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

    Read More

  • 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

    Read More

  • 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.

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • mature-man-thinking-at-computer

    What Is an IRA?

    January 27, 2021

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

    Read More

  • Gerry-Macbeth-Southwestern-Investment-Group

    Associate Spotlight: Gerry Macbeth

    January 26, 2021

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

    Read More

  • 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

    Read More

  • 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

    Read More

  • 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

    Read More

  • mailbox-with-us-letter-inside

    4 Ideas for Investing Your Stimulus Check

    January 13, 2021

    Stimulus checks have begun to appear in the mailboxes and bank accounts

    Read More

  • 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

    Read More

  • grave-site-with-american-flag

    How to Find a Lost Life Insurance Policy of a Deceased Loved One

    January 11, 2021

    When someone close to you passes away, your first thoughts won’t be

    Read More

  • woman-with-elderly-mother

    How to Preserve Assets When Caring for an Elderly Parent

    January 8, 2021

    Of all of life’s milestones, the transition from child to caretaker can

    Read More

  • doctor-meeting-with-patient

    9 Medicare Myths You’ll Want to Know

    January 6, 2021

    Medicare is a term that you likely hear often, especially if you’re

    Read More

  • typewriter-with-2020-on-paper

    The Lessons We Learned in 2020 and Looking Ahead to 2021

    December 30, 2020

    Southwestern Investment Group has had a fantastic year helping our clients move

    Read More

  • african-american-man-holding-a-heart-over-chest

    How Much Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2020?

    December 21, 2020

    A year ago today, no one could’ve imagined where we would be

    Read More

  • Associate Spotlight: Deborah Jenkins

    December 17, 2020

    Southwestern Investment Group hires associates who we know will take care of

    Read More

  • woman-working-on-laptop

    5 Tips for Successfully Managing Financial Risk

    December 16, 2020

    Everything in life comes with risk, and our finances are no exception.

    Read More

  • new-york-stock-exchange

    A Post-Election Stock Market Analysis

    December 9, 2020

    Have you been concerned about your stock portfolio in 2020? Amid the

    Read More

  • couple-at-meeting-table

    7 Easy and Painless Financial Resolutions for 2021

    December 2, 2020

    Start the new year right by setting healthy habits that can help

    Read More

  • african-american-professional-male-working-at-desk

    8 Year-End Tax Planning and Financial Services Tips

    December 2, 2020

    Can you believe another year has already flown by?  As we move

    Read More

  • 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

    Read More

  • young-woman-in-face-mask-and-santa-hat-min

    How Might COVID-19 Change the Way We Give in 2020 and Beyond?

    November 30, 2020

    A year of dramatic change across the board, 2020 has shifted the

    Read More

  • person-making-heart-gesture-with-hands

    5 Reasons Why We’re Thankful for Our Clients this Holiday Season

    November 25, 2020

    “In these unprecedented times…” It’s a phrase you’ve probably heard a lot

    Read More

  • grandmother-holding-hand-of-child-for-family-meal-prayer-min

    4 Ways Gratitude Can Improve Your Money Mindset

    November 20, 2020

    It’s amazing how gratitude can change how we see the world. Too

    Read More

  • Sara-Clegg-Atchison-Wealth-Team

    Associate Spotlight: Sara Clegg

    November 19, 2020

    One commonality you’ll find among Southwestern Investment Group associates is that they

    Read More

  • african-american-man-looking-at business-news

    What’s the Difference Between Stocks and Bonds?

    November 18, 2020

    When diversifying your portfolio, you’ll read article upon article about stocks and

    Read More

  • bitcoin-app-on-phone

    4 Things to Know About Investing in Cryptocurrency

    November 11, 2020

    Bitcoin was all the rage when its value surged in 2017, positioning

    Read More

  • wall-street-sign-with-american-flag-min

    2020 Election: Is This Time Different?

    November 9, 2020

    Although November 3rd has now come and gone, as we approached the

    Read More

  • Anitra-Brennan-Nace-Wealth-Team

    Associate Spotlight: Anitra Brennan, RFC®

    October 29, 2020

    Our Southwestern Investment Group associates all share one core value: they genuinely

    Read More

  • african-american-woman-in-shock

    10 Financial Planning Mistakes That’ll Give You Nightmares

    October 28, 2020

    Halloween is upon us, so let’s take a look at the spookiest,

    Read More

  • Elisa-Jones-Southwestern_Investment-Group

    Associate Spotlight: Elisa Leftridge Jones

    October 22, 2020

    Helping our clients build their way toward their dreams—that’s what Elisa Leftridge

    Read More

  • senior-adult-woman-with-african-american-doctor

    A Medicare Rundown for 2021

    October 21, 2020

    It’s that time of year again. Medicare open enrollment is fast approaching

    Read More

  • doctor-issuing-prescription

    Medicare Enrollment Is Here: What Should You Know?

    October 20, 2020

    October’s arrival brings with it the annual enrollment period for Medicare, beginning

    Read More

Find an Advisor