We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
Starting a relationship with a financial advisor can seem challenging, but it’s actually much easier than you might think. From finding an advisor to building a warm working relationship, your journey can help build your confidence in
Are you inspired to set self-improvement goals in the New Year? One area where small, meaningful improvements can be made is in your financial situation. When it comes to finances, tiny changes you make now
Giving back is a part of our DNA, and we love that it’s important to our investment clients as well. Since Southwestern Investment Group was established in 2002, so much has changed in the financial
Granting someone a power of attorney is a decision that requires great trust and great responsibility. If you’ve been asked to serve as someone’s power of attorney, or you’re considering granting that power to someone,
Humans have a natural impulse to compare themselves to others. When children are young, you’ll often see them comparing their toys to ones that a friend has. Adolescents often want to wear the same brand of clothing
While it can feel liberating to shed piles of paper documents, financial statements, and receipts all at once, there’s nothing worse than disposing of something you later need. Since many financial records are stored electronically,
The holidays can be such a joyful time for both giving and receiving. Caught up in the joy of the season, you may be tempted to put your financial awareness on the back burner. However,
If you have student loans, you’ve probably considered refinancing more than once. One question likely stopped you from going through with it: Is this a wise choice? It’s a common thought that many of our
As the end of the year approaches, you may be thinking about filing your taxes. You may have also noticed that the IRS is running a bit behind lately on sending tax refunds. How can
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