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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  • 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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  • 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 with No 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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  • 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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  • 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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  • Cullman Wealth Team Photo

    SOUTHWESTERN INVESTMENT GROUP SEES EXCITING GROWTH IN KNOXVILLE

    April 29, 2020

    KNOXVILLE, Tennessee—Southwestern Investment Group, an independent wealth management company with more than

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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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  • 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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  • 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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  • 6 Things to Consider When Selling Your Home

    November 26, 2019

    Your home is many things: your comfort zone, where you crash after

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  • How Much Should You Save Before Retirement?

    November 26, 2019

    No matter where you are in your career, and no matter how

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  • How to Deal with Health Insurance When Retiring Early

    November 26, 2019

    Early retirement is a delicate balance between excitement and challenge. You’re ready

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  • Should You Claim Social Security Early?

    November 26, 2019

    Retiring once seemed very far in the future. But now, you’re left

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