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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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  • 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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  • TOMMY DOERFLER NAMED SENIOR EXECUTIVE VICE PRESIDENT AND SENIOR WEALTH ADVISOR OF LIGHTHOUSE WEALTH TEAM

    January 30, 2020

    BRENTWOOD, Tennessee—Tommy Doerfler, Senior Executive Vice President at Southwestern Investment Group and

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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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  • 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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  • 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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  • When Are You Financially Ready to Give to Charity?

    November 8, 2019

    Like most aspects of life, charitable giving doesn’t come with a hard-and-fast

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  • Are Investment Apps a Good Idea?

    November 6, 2019

    Our world is changing with technology—in a good way. When considering the

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  • 7 Signs You’re Not On Track For Retirement

    October 17, 2019

    The worst time to realize you’re not on track for retirement is

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  • 5 Signs You Should Call a Financial Advisor

    October 16, 2019

    If you’ve ever thought, “I’m not wealthy, so I don’t need a

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  • How to Take Stock of Your Finances After Divorce

    October 2, 2019

    To say that divorce is difficult would be an understatement. It’s a

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  • 4 Questions to Ask When Choosing a Wealth Management Firm

    September 25, 2019

    Choosing a wealth management firm can be an intimidating process. Reaching out

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  • 5 Tips for Choosing the Best Savings Account for You

    September 24, 2019

    It’s easier to take the default savings account your bank offers. We

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  • 4 Telltale Signs You Have a Lousy 401(k) Plan

    September 23, 2019

    We aren’t always as aware of our 401(k) performance as we should

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  • Estate Planning: Is It Ever Too Early?

    September 11, 2019

    Like life insurance, estate planning can be a difficult topic. We tend

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  • Charitable Giving and Your Tax Strategy: Should You Itemize?

    September 11, 2019

    In 2017, the Tax Cuts and Jobs Act increased the standard deduction

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  • Does Your Investment Portfolio Fit a Diverse Market?

    September 11, 2019

    So, you’ve put together an investment portfolio. You took the initiative to

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  • How to Save [Enough] for Your Child’s Tuition

    September 11, 2019

    Between 1986 and 2016, college tuition prices rose by more than $13,000

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  • What Is Your Financial Purpose?

    July 17, 2019

    Michael Purifoy shares four questions you should ask when seeking to achieve your financial purpose.

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  • Counting Down To Retirement: Planning Retirement Finances At Every Stage In Your Career

    July 17, 2019

    It’s never too early or too late to start thinking about retirement funding.

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  • Preserving Your Wealth: The Best U.S. Cities for Retirement

    July 17, 2019

    Choose a city that fits your retirement budget, while also giving you the post-work life of your dreams.

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  • 7 Types of Insurance Plans You Should Know About

    July 17, 2019

    You don’t want to live a fear-based life, but there’s a healthy skepticism when it comes to the “what ifs.”

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  • 5 Crucial Questions to Ask Before Hiring A Financial Advisor

    July 17, 2019

    Whether you’re just starting to save or have hit mid-retirement, hiring a financial advisor is a wise choice.

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