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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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
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4 Ideas for Investing Your Stimulus Check
January 13, 2021
Stimulus checks have begun to appear in the mailboxes and bank accounts
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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
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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
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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
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9 Medicare Myths You’ll Want to Know
January 6, 2021
Medicare is a term that you likely hear often, especially if you’re
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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
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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
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Associate Spotlight: Deborah Jenkins
December 17, 2020
Southwestern Investment Group hires associates who we know will take care of
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5 Tips for Successfully Managing Financial Risk
December 16, 2020
Everything in life comes with risk, and our finances are no exception.
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A Post-Election Stock Market Analysis
December 9, 2020
Have you been concerned about your stock portfolio in 2020? Amid the
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7 Easy and Painless Financial Resolutions for 2021
December 2, 2020
Start the new year right by setting healthy habits that can help
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8 Year-End Tax Planning and Financial Services Tips
December 2, 2020
Can you believe another year has already flown by? As we move
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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
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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
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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
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4 Ways Gratitude Can Improve Your Money Mindset
November 20, 2020
It’s amazing how gratitude can change how we see the world. Too
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Associate Spotlight: Sara Clegg
November 19, 2020
One commonality you’ll find among Southwestern Investment Group associates is that they
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What’s the Difference Between Stocks and Bonds?
November 18, 2020
When diversifying your portfolio, you’ll read article upon article about stocks and
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4 Things to Know About Investing in Cryptocurrency
November 11, 2020
Bitcoin was all the rage when its value surged in 2017, positioning
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2020 Election: Is This Time Different?
November 9, 2020
Although November 3rd has now come and gone, as we approached the
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Associate Spotlight: Anitra Brennan, RFC®
October 29, 2020
Our Southwestern Investment Group associates all share one core value: they genuinely
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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,
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Associate Spotlight: Elisa Leftridge Jones
October 22, 2020
Helping our clients build their way toward their dreams—that’s what Elisa Leftridge
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A Medicare Rundown for 2021
October 21, 2020
It’s that time of year again. Medicare open enrollment is fast approaching
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Medicare Enrollment Is Here: What Should You Know?
October 20, 2020
October’s arrival brings with it the annual enrollment period for Medicare, beginning