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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  • 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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  • Dobyns-Wealth-Team-Webinar-2020

    WEBINAR—The Four Horsemen of 2020: Election, Covid-19, Trade War, Government Stimulus

    October 9, 2020

    Thank you to those who attended the webinar with Market Leader Cullen

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  • dad-and-daughter-looking-at-paperwork

    What Not to Do When Naming Beneficiaries

    October 2, 2020

    Sure—it’s something we don’t like to think about, but it’s never too

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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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  • woman-in-a-US-voting-booth

    A Guide to Investing During an Election Year

    September 3, 2020

    Curious about how to survive the uncertainty and invest with confidence? Presidential

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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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  • person-looking-at-stock-market-on-phone

    Investment 101: The Dos and Don’ts of Investing

    August 31, 2020

    If you’ve ever been curious about investing and didn’t know where to

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  • young-professional-woman-looking-out-office-window

    7 Myths About Financial Advisors

    August 31, 2020

    Wealth management is perhaps one of the most important and often overlooked

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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 with No Income Tax

    August 19, 2020

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

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  • mature-man-looking-at-computer-screen

    Never Do These 5 Things When Investing

    August 13, 2020

    Financial professionals love to talk about best practices when it comes to

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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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  • couple-reviewing-retirement-budget

    How to Budget Your Way to a Comfortable Retirement

    August 10, 2020

    Do you know where your money is going? Your first response may

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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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  • The Nashville Tennessee Skyline

    SOUTHWESTERN INVESTMENT GROUP NAMED AMONG TOP WORKPLACES IN TENNESSEE

    June 22, 2020

    FRANKLIN, Tennessee—Southwestern Investment Group, an independent wealth management company, is excited to

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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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  • A savings money jar with world coins and emergency word on label or tag

    How to Proactively Prepare for Any Future Economic Backslides

    June 10, 2020

    More than once, we’ve been faced with a “once-in-a-lifetime” economic crisis. Coming

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  • chalk board sign that says "Thank you for shopping local'

    How to Help Your Local Economy Get Back on Its Feet

    June 3, 2020

    COVID-19 has had severe effects on our economy, to say the least.

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  • running outside for self care during social distancing

    10 Ways Our Team is Practicing Self-Care During Social Distancing

    May 27, 2020

    Self-care has been a buzzword for a long time now. But, the

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  • white banner flag hanging in window that says "yes we're open" in cursive black writing

    9 Tips for Small Businesses Trying to Stay Afloat

    May 19, 2020

    Small businesses have been hit hard during the COVID-19 pandemic. Even as

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  • elder couple meeting with financial advisor discusses retirement information

    Is an IRA or 401(k) Better for Retirement Planning?

    May 12, 2020

    Clients often ask if it’s better to invest in an IRA or

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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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  • couple sitting together to discuss financial plans

    How to Cope With Financial Worry in 6 Steps

    April 29, 2020

    Do you find yourself worrying about your financial stability? Even if you’ve

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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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  • screen displaying stock price fluctuations and market volatility

    An Update from Jeff Dobyns About COVID-19 and Market Volatility

    March 17, 2020

    In the midst of the current public health crisis due to coronavirus

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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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  • women writing in a journal at a coffee shop with a mug, calendar and phone in front of her

    Annuities Explained: A Powerful Tool for Retirement

    March 11, 2020

    In simple terms, an annuity is an agreement between you and your

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  • a couple holding hands in a field of tall grass

    6 Tips For Discussing Finances with Your Spouse

    March 9, 2020

    Finances are a hot-button issue for many couples. Even those who agree

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  • hand drawing a graph on a notepad and crunching numbers on a calculator

    What You Should Know About Claiming Social Security

    March 6, 2020

    Are you considering claiming social security? Perhaps you’ve already filed and now

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  • Southwestern advisors posing for a picture at Barron's Summit 2019

    Southwestern Advisors Invited to Barron’s Teams Summit 2020

    March 6, 2020

    Southwestern Investment Group was honored to have members of our team attend

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  • Client Focus Drives Southwestern Investment Group’s Success

    February 15, 2020

    What value drives Southwestern Investment Group’s success? The same value that Southwestern

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  • SOUTHWESTERN INVESTMENT EXCEEDS OVER 4 BILLION IN MANAGED ASSETS

    February 7, 2020

    FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages

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  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

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  • family discussion about selecting a beneficiary

    6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

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  • How a Trust Can Meet Your Estate Planning Goals

    December 23, 2019

    Thanks to terms like “trust fund kid,” it’s commonly mistaken that trusts

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  • Car Shopping? How to Know How Much You Can Afford

    December 20, 2019

    If you’re ready for a new car, or a new-to-you car, you

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  • 5 Ways to Maximize Charitable Giving This Holiday Season

    December 18, 2019

    In the midst of the holidays, we’re struck by an overwhelming sense

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  • 4 Questions to Ask Yourself Before Investing

    December 10, 2019

    Sure, investing can be daunting. It’s especially intimidating for those who have

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  • financial advisor crunching numbers

    How Southwestern Investment Group Aligns with Dave Ramsey’s Values

    November 14, 2019

    At Southwestern Investment Group, we pride ourselves on maintaining strong partnerships. We

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  • The Top 10 Dos and Don’ts for Your 401(k)

    November 10, 2019

    Whatever the quality of your 401(k) plan, you have a significant amount

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  • What to Know About Medicare Open Enrollment

    October 28, 2019

    Medicare open enrollment has begun. It is our goal as financial advisors

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  • MATT ATCHISON NAMED TO 2019 FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 25, 2019

    OMAHA, Nebraska—Matt Atchison, Executive Vice President at Southwestern Investment Group and financial

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  • PODCAST: Developing Next-Generation Advisor Talent with an Internal 2-Year Mentoring Program

    October 23, 2019

    Michael Kitces writes about financial planning strategies and practice management ideas, and

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