Our Top Read Blogs of 2021

Financial planning can be complex, so we make it a priority to write about new legislation and commonly asked questions to help keep our readers informed about the topics they care about most. In 2021, we’ve tallied up the results and discovered what articles you found most helpful. Many of our clients and website visitors found the following topics informative, relevant, and compelling. Click on a few of our most-read blogs below to see what else you can learn.

  1. Investment 101: The Dos and Don’ts of Investing

Readers loved this straightforward guide to sound financial strategies as well as pitfalls to avoid. It covers risk management, diversification, long-term thinking, and other best practices for savvy investment strategies.

  1. 5 Questions to Ask your Financial Advisor During Yearly Reviews

It’s an ironic reality that you’ll remember all the questions you had for your financial advisor right after you leave their office. To prevent this from happening, check out our post on annual questions to ask your financial advisor. There may be a few you didn’t think to ask – but you’ll be glad you did.

  1. What is a High Net Worth Individual?

There are several approaches to calculating your individual net worth, and our blog covers how liquid assets contribute to overall net worth. It also includes some surprising statistics on the location, assets, and increase in high net worth individuals.

  1. What to Know about the Advance Child Tax Credit

This popular blog covers the basics of the advance child tax credit, a piece of legislation introduced in the summer of 2021. Our blog reviewed the income limits for the child tax credit, how the credit would be disbursed, and tips and ideas for using this extra income.

  1. 5 Steps to Take Before Tax Day 2021

We published this blog in March of 2021 to help our readers prepare for the April 2021 tax deadline. We encouraged individuals to review their tax credits, check to see if their income bracket had changed, and collect proof of any deductions they intended to take. Hopefully, our guide helped streamline tax day for some of our readers.


  1. What to Know about the 900 Billion Dollar Stimulus Bill

Our blog on the December 2020 stimulus bill helped break down what industries and initiatives would be funded by the bill. It also walked readers through the additional economic impact payments, mortgage premium deductions, and additional unemployment benefits. We also covered the bill’s effect on businesses, including the expanded small business loans and clarification on prior PPP loan forgiveness policies.

  1. What to Know about the American Families Plan

This article on another recent piece of legislation also made it into our top-read blogs this year. We clarified the aims and impact of the American Families plan, explaining how it will help fund educational initiatives, paid family and medical leave, and changes to the capital gains tax.

  1. Seven Southwest Investment Group Advisors Named to Forbes List of Best in State Wealth Advisors

Our final most-read blog is one we’re very proud of, highlighting how seven of our financial advisors were named “Best In State” Wealth Advisors. Founded in Tennessee, we’re committed to serving our state through financial advising that helps individuals and families plan for their future.

Clear Explanations. Experienced Advisors.

If you need guidance understanding your complete financial picture, reach out to a financial advisor at Southwestern Investment Group. Our experienced advisors are happy to answer your financial questions and help you make informed choices for your future. Contact Southwestern Investment Group today to schedule a consultation.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.