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-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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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

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  • 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

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  • 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

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  • 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

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  • 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.

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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,

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  • 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

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  • election-day-sign-and-stickers

    What to Expect from the Stock Market Before and After the Election

    October 14, 2020

    Politics and finances—two parts of our lives that can incite the most

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  • couple-with-financial-stress

    5 Tips for Cutting Financial Tension at Home

    September 30, 2020

    Financial tension can create dramatic rifts within families. It’s unfortunate, but most

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  • mature-woman-signing-paperwork-with-younger-woman

    How to Know If You Need an Estate Plan

    September 17, 2020

    Estate planning is an essential element of your financial strategy. Many put

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  • two-businessmen-meeting-outdoors

    5 Questions to Ask Your Financial Advisor During Yearly Reviews

    September 9, 2020

    A quick email sometimes leaves something to be desired, don’t you think?

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  • young-female-hugging-older-man

    What Is a Net Asset Value (NAV)?

    September 2, 2020

    To frame the importance of your net asset value (NAV), let’s first

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  • mature-couple-reviewing-finances

    Should You Max Out Your 401(k)?

    August 26, 2020

    When thinking about retirement, no matter your age, you probably wonder if

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  • income-tax-return

    What to Know About States Without Income Tax

    August 19, 2020

    Did you know that seven American states do not charge their residents

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  • election-voting-sign-and-sticker

    What to Know About Investing During an Election Year

    August 12, 2020

    Every four years, as Election Day approaches, financial advisors are inundated with

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  • Young-Female-Looking-at-Laptop-in-Cafe

    Sustainable Investing: Does it Deserve the Hype?

    August 5, 2020

    Sustainable investing is talked about more than ever now that younger generations

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  • Happy Senior African American Couple Man Woman on Beach

    Diversifying Your Portfolio with Retirement in Mind

    July 29, 2020

    Retirement planning has changed since your parents and grandparents were saving for

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  • group of people working on a banner that says "we need your help" for a charitable cause

    4 Tips for Socially Responsible Investing

    July 22, 2020

    Can investing be both a moral and a financial choice? Absolutely. What

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  • middle-age-couple-discussing-business-in-cafe

    Is There a Financial Benefit to Forming an LLC?

    July 15, 2020

    Many small business owners question whether or not they should form an

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  • certified-financial-planner-with-young-couple

    5 Reasons You Should Work with a Certified Financial Planner (CFPⓇ)

    July 8, 2020

    Are all financial advisors the same? The obvious answer to this question

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  • woman standing behind point of sale system smiling at customer across the counter

    How Small Business Owners Can Protect Themselves Financially

    June 24, 2020

    As a small business owner, you put your blood, sweat, and tears

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  • woman smiling during a sunset with a lake in behind her

    6 Encouraging Signs During This Difficult Market

    June 17, 2020

    Countless businesses have scaled back or even closed during the COVID-19 pandemic,

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  • man opening his black leather wallet to place money into it

    How Much Cash Should You Have on Hand?

    May 6, 2020

    Famed investor Warren Buffett likens cash to oxygen—never thought about when present

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  • Recession of stock market on tablet computer

    9 Financial Tips to Handle a Decline in the Market

    April 1, 2020

    As we’re in the midst of the COVID-19 health and financial crisis,

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  • US national flag flying over Capitol Hill Building in Washington DC

    What to Know About the CARES Act

    April 1, 2020

    The $2+ trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act was

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  • women with a wedding ring counting her cash she got from tax deductions

    8 Tax Deductions You Didn’t Know You Could Write Off

    March 23, 2020

    Around tax season, the word “deduction” is music to our ears. We

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  • close up of a keychain on a wooden kitchen table with a key and house trinket

    The 5 Home Buying Tips You Need in 2020

    March 16, 2020

    If buying a home is on your list for 2020, you’re likely

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