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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  • holiday-giving-ideas

    6 Creative Holiday Giving Ideas

    October 12, 2021

    Even though the holidays are a few months away, it’s the right

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  • is-an-HSA-right-for-me

    HSAs: Are They Worth Your Time?

    October 6, 2021

    HSAs, or health savings accounts, are pre-tax savings accounts used to pay

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  • vacation-home

    A Financial Checklist for Your Vacation Home

    September 30, 2021

    Owning a vacation home can both diversify your portfolio and increase your

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  • choosing-a-quality-mutual-fund

    How to Identify a Quality Mutual Fund for Your Financial Strategy

    September 22, 2021

    When shopping for a mutual fund, you want to feel confident that

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  • hand-with-wedding-ring-removed

    How Often Should You Review Your Will?

    September 15, 2021

    Thinking about your will can be an uncomfortable experience, as it requires

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  • two-college-students-on-campus

    Parents of College Students: 8 Facts About the Parent PLUS Loan

    September 8, 2021

    Have you heard about a Parent PLUS loan? Maybe you’ve even taken

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  • mature-female-professional-looking-at-tablet

    Ready to Retire? Here Are 8 Things to Consider

    September 1, 2021

    Retirement is drawing near, and, though you’ve been preparing for years, you

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  • african-american-professional-looking-at-paperwork

    What Should Your Term Life Insurance Cover?

    August 25, 2021

    Do you ever wonder about the quality of your life insurance plan?

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  • female-advisor-with-client

    3 Tax Benefits of Donor Advised Funds

    August 18, 2021

    One of the joys of managing our money well is that we

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  • woman-writing-in-a-notebook

    25 Investment Terms to Know

    August 11, 2021

    Finance is full of jargon. That’s one of the reasons why many

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  • african-american-male-using-laptop

    How to Protect Your Finances from a Cybersecurity Attack

    August 4, 2021

    Do you think your financial accounts are at risk for a cyber

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  • family-tension

    How to Avoid Family Tension with Estate Planning

    July 28, 2021

    Your estate plan is a great tool to plan how and when

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  • american-family

    What to Know About the American Families Plan

    July 27, 2021

    The $1.8 trillion American Families Plan was introduced by President Biden on

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  • couple-in-60s

    How to Plan for Retirement if You’re in Your 60s

    July 21, 2021

    When in your 60s, retirement can be years, months, or even days

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  • woman-making-a-goals-list

    Financial Review: 5 Steps to Review Your Financial Standing

    July 14, 2021

    Have you checked in on your financial health this year?  If the

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  • university-campus-in-fall

    Is Your Child Starting College this Fall? Here’s How to Prepare

    July 7, 2021

    It likely feels as if, just yesterday, your child was a toddler.

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  • child-at-school-coloring

    What to Know About the Advance Child Tax Credit

    June 30, 2021

    Are you eligible to receive a child tax credit for 2021? If

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  • investment-rental-properties-at-beach

    Managing Multiple Investment Properties? Consider These 3 Financial Tips

    June 23, 2021

    Investing in rental properties can either be a great way to grow

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  • father-reading-to-son-while-camping

    The Financial Planner of the Household: What You Should Tell Your Family

    June 16, 2021

    Marriage is all about teamwork and communication, a balancing of skills where

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  • couple-in-50s

    How to Plan for Retirement if You’re in Your 50s

    June 9, 2021

    If you’re like most people, your 50s seemed like a far-off event

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  • female-professionals-planning

    3 New Income Generators to Explore This Year

    June 2, 2021

    We’ve all heard the phrase, “work smarter, not harder.” And, if you’re

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  • young-professional-working-on-laptop

    Is a High-Risk Tolerance for Young Investors Only?

    May 26, 2021

    You might be familiar with this common investment advice: financial risk should

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  • senior-adult-couple-happy-at-beach

    How to Use Your IRA to Donate to Charity (And Potentially Lower Your Tax Bill)

    May 19, 2021

    So, you’ve spent your career making contributions to tax deferred retirement accounts—401(k),

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  • close-up-of-dollar-bill

    Tennessee Tax Deadline Extended for Certain Counties

    May 14, 2021

    Tennesseans living in areas affected by severe thunderstorms, winds, tornadoes, and flooding,

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  • middle-aged-male-thinking

    5 Steps to Take After Receiving an Inheritance

    May 12, 2021

    Receiving an inheritance can be a mixed bag of emotions—simultaneous elation, grief,

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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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  • sircy-hurd-action-shot

    FORBES NAMES BOB SIRCY, JR. AMONG ‘BEST-IN-STATE’ ADVISORS FOR TENNESSEE

    March 30, 2021

    FRANKLIN, TN (March 30, 2021) — Of the 32,725 nominations received, only

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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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  • Forbes-Best-in-State-Wealth-Advisors-2021

    SEVEN SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 19, 2021

    FRANKLIN, Tennessee — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive

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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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