Skip to main content
menu
Secure File Upload Client LoginBook a Meeting
  • Home
  • Who We Are
    • Our Process
    • Our Team
    • Our Philosophy
  • Our Services
  • Resources
    • Asset Map
    • Legacy Letter
  • Blog
  • Media

Blog

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.

Creating an Investment Philosophy

Cory Sims | Dec 22, 2022
Categories
Investments
Hand holding a page with several charts on it

Asset Allocation and Risk Allocation

Cory Sims | Dec 15, 2022
Categories
Investments

Medicare in 2023: Here's What You Need to Know

Cory Sims | Dec 8, 2022
Categories
Health
Retirement
Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Cory Sims | Dec 1, 2022
Categories
Retirement
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one

Informed Donating

Cory Sims | Nov 24, 2022
Categories
Lifestyle
Family

Unwrap a Holiday with Less Financial Stress

Cory Sims | Nov 17, 2022
Categories
Savings
Lifestyle
A row of houses along a canal

Retiring Abroad

Cory Sims | Nov 10, 2022
Categories
Retirement
Lifestyle
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop

Personal Finance Mistakes to Avoid

Cory Sims | Nov 3, 2022
Categories
Finance
Savings

The 2023 Cost-of-Living Adjustment

Cory Sims | Oct 27, 2022
Categories
Retirement
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers

Retirement Plan FAQs

Cory Sims | Oct 20, 2022
Categories
Retirement
Investments
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.

4 Tips for Minimizing Financial Anxiety

Cory Sims | Oct 13, 2022
Categories
Finance
Lifestyle
A black and white image of a couple laughing

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Cory Sims | Oct 6, 2022
Categories
Savings

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Current page 9
  • Page 10
  • Page 11
  • Page 12
  • Page 13
  • Next page Next ›
  • Last page Last »

Cincinnati Office

3322 Erie Avenue, Suite 200
Cincinnati, OH 45208

 

Hillsboro Office

8414 State Route 124

Hillsboro, OH 45133

Contact Info

513-278-7467
sim@simsinvestment.com

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclosure
  • Form CRS
  • Privacy Policy
  • ADV Brochure 2A
  • ADV Brochure 2B

Investment Advisory Services offered through Sims Investment Management, LLC, a Registered Investment Advisor with the SEC
The Better Business Bureau accreditation was issued to Sims Investment Management, LLC on 9/11/2017. A business is eligible for BBB accreditation if it meets the eight "BBB Standards for Trust” which consists of the following: build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. Sims Investment Management, LLC pays a fee for accreditation review and ongoing monitoring by BBB. The inclusion of a BBB accreditation should not be construed as an endorsement of the investment advisory services provided by Sims Investment Management and is not indicative of the investment advisor's future performance. BBB logos and/or trademarks are property of their respective owners, and no endorsement of Sims Investment Management, LLC is stated or implied. BBB and Sims Investment Management, LLC, are not affiliated.
 
ChristianBlue.com is not a current client of Sims Investment Management and has been compensated for providing advertising services in exchange for listings on ChristianBlue.com. While Christian Blue believes the information provided by Sims Investment Management to be accurate, they should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Sims Investment Management is engaged, or continues to be engaged, to provide investment advisory services.
 

Get in Touch

© 2025 Sims Investment Management, LLC All rights reserved.