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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  • Last Minute Tax Tips for 2021

    March 16, 2022

    With all that’s going on in the world, it’s easy to forget

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  • debt-snowball-payoff

    Paying Down Debt: The Snowball Method Versus The Avalanche Method

    February 28, 2022

    If you ever feel overwhelmed by the weight created by unmanageable or

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  • resources-investment-advisors

    4 Ways to Learn The Basics Of Investing

    February 24, 2022

    Do you feel overwhelmed when it comes to learning about investing? If

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  • how-to-prioritize-spending-your-money

    How to Budget for the Life You Want

    February 23, 2022

    Budgeting is one of the simplest yet most effective ways to achieve

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  • IRA-tax-preparation

    Demystifying Annual IRA Tax Documents

    February 16, 2022

    At the beginning of the new year, you’ll likely receive many forms,

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  • do-I-need-a-financial-advisor

    When Should You Contact a Financial Advisor?

    February 9, 2022

    If you’re not currently working with a financial advisor, you may be

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  • smartest -way- to -spend -your- tax -refund

    Creative Ways To Use Your Tax Refund

    February 2, 2022

    In the midst of shorter days and colder temperatures, there is one

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  • Should You Consolidate Your Debt?

    January 26, 2022

    If you find yourself looking at several thousand dollars of debt, you

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  • Our Top Read Blogs of 2021

    January 19, 2022

    Financial planning can be complex, so we make it a priority to

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  • new-financial-advisor

    How to Begin Your Relationship with a Financial Advisor

    January 12, 2022

    Starting a relationship with a financial advisor can seem challenging, but it’s

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  • financial-goals-to-set-this-year

    4 Financial Goals to Set This Year

    January 6, 2022

    Are you inspired to set self-improvement goals in the New Year? One

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  • charitable-giving-2021

    How Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2021?

    January 4, 2022

    Giving back is a part of our DNA, and we love that

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  • power-of-attorney

    Power of Attorney: An Overview

    December 22, 2021

    Granting someone a power of attorney is a decision that requires great

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  • comparing-your-financial-standing-to-others

    Keeping Up with the Joneses: Why You Shouldn’t Compare Your Financial Position to Others

    December 15, 2021

    Humans have a natural impulse to compare themselves to others. When children

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