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:

  • Last Minute Tax Tips for 2021

    March 16, 2022

    With all that’s going on in the world, it’s easy to forget

    Read More

  • debt-snowball-payoff

    Paying Down Debt: The Snowball Method Versus The Avalanche Method

    February 28, 2022

    If you ever feel overwhelmed by the weight created by unmanageable or

    Read More

  • resources-investment-advisors

    4 Ways to Learn The Basics Of Investing

    February 24, 2022

    Do you feel overwhelmed when it comes to learning about investing? If

    Read More

  • how-to-prioritize-spending-your-money

    How to Budget for the Life You Want

    February 23, 2022

    Budgeting is one of the simplest yet most effective ways to achieve

    Read More

  • IRA-tax-preparation

    Demystifying Annual IRA Tax Documents

    February 16, 2022

    At the beginning of the new year, you’ll likely receive many forms,

    Read More

  • Update from Jeff Dobyns – Kidney Donation

    February 14, 2022

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

    Read More

  • do-I-need-a-financial-advisor

    When Should You Contact a Financial Advisor?

    February 9, 2022

    If you’re not currently working with a financial advisor, you may be

    Read More

  • 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

    Read More

  • smartest -way- to -spend -your- tax -refund

    Creative Ways To Use Your Tax Refund

    February 2, 2022

    In the midst of shorter days and colder temperatures, there is one

    Read More

  • Should You Consolidate Your Debt?

    January 26, 2022

    If you find yourself looking at several thousand dollars of debt, you

    Read More

  • WEBINAR: Winter 2022 Market Update

    January 25, 2022

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

    Read More

  • Our Top Read Blogs of 2021

    January 19, 2022

    Financial planning can be complex, so we make it a priority to

    Read More

  • 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,

    Read More

  • new-financial-advisor

    How to Begin Your Relationship with a Financial Advisor

    January 12, 2022

    Starting a relationship with a financial advisor can seem challenging, but it’s

    Read More

  • financial-goals-to-set-this-year

    4 Financial Goals to Set This Year

    January 6, 2022

    Are you inspired to set self-improvement goals in the New Year? One

    Read More

  • charitable-giving-2021

    How Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2021?

    January 4, 2022

    Giving back is a part of our DNA, and we love that

    Read More

  • power-of-attorney

    Power of Attorney: An Overview

    December 22, 2021

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

    Read More

  • comparing-your-financial-standing-to-others

    Keeping Up with the Joneses: Why You Shouldn’t Compare Your Financial Position to Others

    December 15, 2021

    Humans have a natural impulse to compare themselves to others. When children

    Read More

  • financial-documents-to-keep

    What Financial Documents Should You Keep (and for How Long)?

    November 30, 2021

    While it can feel liberating to shed piles of paper documents, financial

    Read More

  • holiday-financial-checklist

    Holiday Checklist: Spreading Cheer with Finances in Mind

    November 24, 2021

    The holidays can be such a joyful time for both giving and

    Read More

  • refinance-student-loans

    Can You (And Should You) Refinance Your Student Loans?

    November 17, 2021

    If you have student loans, you’ve probably considered refinancing more than once.

    Read More

  • avoid-tax-refund-delay

    3 Considerations to Help Avoid a Tax Refund Delay

    November 10, 2021

    As the end of the year approaches, you may be thinking about

    Read More

  • how-to-explain-finances-to-your-teenager

    How to Explain Finances to Your Teenager

    November 3, 2021

    Teenagers have an unfair reputation for being flighty, self-involved, dramatic, or impulsive.

    Read More

  • how-to-plan-for-a-successful-retirement

    How to Plan for a Successful Retirement

    October 27, 2021

    In your day-to-day, you might be looking for ways to improve your

    Read More

  • October Video Newsletter – Proposed Tax Plan

    October 25, 2021

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

    Read More

  • long-term-care-insurance

    What is Long-Term Care Insurance? (And What to Consider)

    October 20, 2021

    It’s always in the back of our minds, but something we never

    Read More

  • holiday-giving-ideas

    6 Creative Holiday Giving Ideas

    October 12, 2021

    Even though the holidays are a few months away, it’s the right

    Read More

  • is-an-HSA-right-for-me

    HSAs: Are They Worth Your Time?

    October 6, 2021

    HSAs, or health savings accounts, are pre-tax savings accounts used to pay

    Read More

  • medicare-webinar

    WEBINAR: Medicare 101 – What to Know Before Open Enrollment

    October 5, 2021

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

    Read More

  • vacation-home

    A Financial Checklist for Your Vacation Home

    September 30, 2021

    Owning a vacation home can both diversify your portfolio and increase your

    Read More

  • deering-wealth-team-hot-wheels-story

    How Patience & Discipline Helped My Son Earn His ‘Hot Wheels’

    September 24, 2021

    By Mark Deering, CFP® Since my son, Caleb, was four years old,

    Read More

  • choosing-a-quality-mutual-fund

    How to Identify a Quality Mutual Fund for Your Financial Strategy

    September 22, 2021

    When shopping for a mutual fund, you want to feel confident that

    Read More

  • 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,

    Read More

  • hand-with-wedding-ring-removed

    How Often Should You Review Your Will?

    September 15, 2021

    Thinking about your will can be an uncomfortable experience, as it requires

    Read More

  • two-college-students-on-campus

    Parents of College Students: 8 Facts About the Parent PLUS Loan

    September 8, 2021

    Have you heard about a Parent PLUS loan? Maybe you’ve even taken

    Read More

  • mature-female-professional-looking-at-tablet

    Ready to Retire? Here Are 8 Things to Consider

    September 1, 2021

    Retirement is drawing near, and, though you’ve been preparing for years, you

    Read More

  • 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

    Read More

  • 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,

    Read More

  • african-american-professional-looking-at-paperwork

    What Should Your Term Life Insurance Cover?

    August 25, 2021

    Do you ever wonder about the quality of your life insurance plan?

    Read More

  • 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,

    Read More

  • female-advisor-with-client

    3 Tax Benefits of Donor Advised Funds

    August 18, 2021

    One of the joys of managing our money well is that we

    Read More

  • woman-writing-in-a-notebook

    25 Investment Terms to Know

    August 11, 2021

    Finance is full of jargon. That’s one of the reasons why many

    Read More

  • midyear-outlook-webinar-youtube-graphic

    WEBINAR: Midyear Outlook Webinar hosted by Chris Jenkins CPWA®, CIMA®, AIF®

    August 10, 2021

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

    Read More

  • african-american-male-using-laptop

    How to Protect Your Finances from a Cybersecurity Attack

    August 4, 2021

    Do you think your financial accounts are at risk for a cyber

    Read More

  • Travis Cullman

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, TRAVIS CULLMAN

    August 2, 2021

    Knoxville, TN. (July 19, 2021)—Southwestern Investment Group, an independent wealth management company

    Read More

  • Luke Powers

    LUKE POWERS ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

    August 2, 2021

    Southwestern Investment Group’s Luke Powers was recently certified by the CFP® Board

    Read More

  • family-tension

    How to Avoid Family Tension with Estate Planning

    July 28, 2021

    Your estate plan is a great tool to plan how and when

    Read More

  • american-family

    What to Know About the American Families Plan

    July 27, 2021

    The $1.8 trillion American Families Plan was introduced by President Biden on

    Read More

  • 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

    Read More

  • woman-counting-cash

    PRIMED AND READY TO SPEND

    July 20, 2021

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

    Read More

Find an Advisor