November 2024

 

October 2024

September 2024 

Check out our new estate planning partner, BeyondWill + We're excited to announce our newest SIM employee, Vanessa Darley!

August 2024


Check out our new Legacy Letter Challenge + we're happy to introduce our newest SIM employee, Caroline Perry!
 

July 2024

Midyear Update + Charity Fundraiser

June 2024

SIM has moved! Come check out our new office and buy some lemonade to support a great cause!

May 2024

SIM has moved! Come check out our new office and buy some lemonade to support a great cause!

April 2024

Congratulations to our advisor Blake Bagshaw for passing his CFP exam and completing all the requirements to be a Certified Financial Planner!

 

March 2024

End of tax season! Clients have until the deadline on 4/15 to make prior year contributions. The contribution limit for 2023 is $6,500 and for those 50 and older the limit is $7.500. 

February 2024

It's tax season! Please remember to notify your tax preparer if you completed any IRA contributions this past year!

 

January 2024

Happy New Year! The 401(k), HSA, and IRA contribution limits went up this year. Please reach out to your HR or payroll department to increase your monthly withholdings for 2024. 

Investing vs Speculation

The Truth About Investing Apps

The Psychology of Money

Short Selling

Just Getting Started with Investing

 

 

Interest Rates

 

Individual Stocks

Mutual Funds and Exchanged-traded Funds

Investing vs. Gambling

Stay in the Market

Inflation

Don't Invest Alone!

Dollar Cost Averaging

Short-term Timing of the Market

Have Faith in the Long-term Plan!

What is a Recession?

Large Cap, Mid Cap, and Small Cap