• Best Places to Work in Middle Tennessee – 2017

    We won Nashville Business Journal’s Best Places to Work award for 2017! As part of the nomination process we were asked to answer questions via video about what we do and why our culture is special. You can watch below. We are honored and excited to receive this recognition. Nominations were accepted from the public, […]

    [ .. Read Article .. ]
  • Market Outlook with Jeff Saut

    We had Raymond James’ Chief Investment Strategist and Managing Director of Equity Research, Jeff Saut give his opinions on the current and future outlook of the market and economy. Jeff Saut provides timely and insightful market commentary to Raymond James financial advisors and their clients. A disciple of the markets for more than 40 years, Jeff possesses […]

    [ .. Read Article .. ]
  • First Comes Love

    It’s almost Valentine’s Day… the day of love, and you know what they say. . . First comes love. Then comes marriage. Then comes a house. Then comes a baby in the baby carriage. Then that baby grows up and wants to go to college, but you didn’t save for that so they take a […]

    [ .. Read Article .. ]
  • Celebrating 15 Years of Excellence

    Wow… we can’t believe it’s been 15 years since we opened our doors. A lot has changed over the years, and we’ve seen incredible growth, so the first thing we want to say is . . . THANK YOU! Thank you, clients, for trusting us. Thank you, coworkers, for your hard work. Thank you, Southwestern, […]

    [ .. Read Article .. ]
  • It’s Time to Fund Your Retirement

    Have you fully funded your retirement accounts for 2016? The amount you can invest is capped each year by the IRS, with no availability to fund missed years. To take full advantage of the tax deferral available to you, you should maximize your contributions each year when possible. GOOD NEWS From January 1st to April 17, […]

    [ .. Read Article .. ]
  • The Power of Paying it Forward

    The Power of Paying it Forward | Point of View Raymond James Imagine you’re at the drive-through of your favorite coffee shop, waiting for the barista to deliver your triple espresso. As you hand her your card, she waves you off. “Oh don’t worry about it; the person ahead of you paid.” A warm feeling […]

    [ .. Read Article .. ]
  • Rounding Up For Charity? Think Again.

    Where is the Money Really Going? | Point of View Raymond James If you’ve done any shopping lately – and it’s a pretty good bet you have – you’re likely to have encountered a pitch to donate a dollar or two at the checkout line or been told that some percentage of what you spend […]

    [ .. Read Article .. ]
  • A Quick Giving Tax Refresher

    Generosity Within Limits | Point of View Raymond James One of the great things about wealth is getting to share it with those you care about, during your lifetime or after. Current tax laws enable you to do just that quite generously. As a quick reminder, here are a few ways you can make the […]

    [ .. Read Article .. ]
  • How Is Your Donation Being Used?

    Giving with Confidence This Holiday Season | Point of View Raymond James Charitable giving can be one of the most satisfying aspects of a financial plan – and it may even have a feel-good impact on your year-end tax liability. Some charities, however, devote too many resources to marketing campaigns and exorbitant overhead, and not […]

    [ .. Read Article .. ]
  • Giving to Charity Overview

    There’s something about this time of year that brings out the generous part of our heart. As you look for ways to bless those around you through a charitable organization take a moment to meet with your financial advisor to make sure you’re taking full advantage of tax savings. By utilizing smart gifting strategies, you […]

    [ .. Read Article .. ]
  • Give More – Give Smart

    As the holidays approach you may be looking for ways to expand your charitable giving. Whether you’re planning to give back monetarily, emotionally, through your time and services, or randomly, we can help you navigate your giving in an efficient manner so you are able to give more. Let us help you avoid unnecessary taxes […]

    [ .. Read Article .. ]
  • New Brentwood Location opened by Southwestern Investment Group

    Southwestern Investment Group Opens New Brentwood Location BRENTWOOD, TENN.  – In November 2015, the Southwestern Investment Group team announced that they had hit a company milestone of $2 billion in assets under management. While not long after the new year, Southwestern Investment Group continues to experience exponential growth. This month they have announced another milestone […]

    [ .. Read Article .. ]
  • John O’Leary Event Recap

        In the words of John O’Leary, “To truly be a hero, you’ve got to risk it all. What are you willing to go All In for in life? What matters so much that you would risk everything else–your status, health, friendships, safety, even your very life? Those who live passionate, effective lives know […]

    [ .. Read Article .. ]
  • Jeff Saut Conference Call Recap

    If you missed Tuesday’s call with Chief Investment Strategist and Managing Director of Equity Research for Raymond James, Jeff Saut, you can read the recap below. We’ve gone ahead and outlined the points that we found most relevant. 1. No indications of a coming US recession. Both Raymond James’ Chief Economist, Scott Brown, and Chief […]

    [ .. Read Article .. ]
  • Advice From Dave Ramsey On How To Respond To A Volatile Market

    Click to watch a video of Dave Ramsey offering advice on how to respond to a volatile market.

    [ .. Read Article .. ]
  • Nashville Business Journal: Franklin financial planner ratchets up growth, hits $2B milestone

    It took Jeff Dobyns and his team at Southwestern Investment Group a decade to reach $1 billion in assets under management. In just three years, the Franklin-based financial adviser has added another $1 billion in client assets. The firm surpassed the $2 billion mark this summer, Dobyns, the president and founder of Southwestern, told me.

    [ .. Read Article .. ]
  • News Release – A Conservative Approach to Investing Helps Grow Assets From Zero to Two Billion

    With the constant volatility of the market reported on in the news one may wonder how financial planners survive. But it would appear that at least one group has figured out how to weather the market volatility storms that we so often hear about. “It’s about always doing what we believe is in the best […]

    [ .. Read Article .. ]
  • Our Parent Company Named 2015 Top Workplace

    The Southwestern Family of Companies has been recognized as a top company in Middle Tennessee. Sponsored by The Tennessean, the 2015 Top Workplaces survey was based on 105 companies with over 11,900 employees responding. The companies recognized as Top Workplaces were selected from the results of an employee survey measuring qualities such as company leadership, […]

    [ .. Read Article .. ]
  • Learn More About Donor Advised Funds

    Donor Advised Funds Provide an Immediate Full Tax Benefit and Lets You Donate to Your Favorite Charities, but with Less Expense and Setup  

    [ .. Read Article .. ]
  • Building futures for families and independence for individuals.

    Our firm was established with one goal in mind – you.  From our advisor’s comprehensive approach to financial planning to being completely independent when it comes to investment management, our aim has been and always will be to provide you with the processes and advice to help achieve all of your financial goals. Our client-centric approach […]

    [ .. Read Article .. ]