Diversification and Why It Matters
Time in the market vs timing the market
April 2025
Stocks vs Bonds
What are Dividends?
Buying vs Renting a Home
What is a UTMA?
March 2025
The Importance of Updating Your Beneficiaries
Traditional IRA vs Roth IRA
February 2025
What are 529 Plans?
Backdoor Roth IRA Strategy
What is a Mutual Fund?
January 2025
Dollar Cost Averaging
Health Savings Accounts
What is the S&P 500?
What is a Money Market Fund?
Welcome to Teaching Tuesday
December 2024
Podcast: Thy Loyal Lindner Children: Josh Kramer's Path to Producing ESPN Shows + Cory Sims on Turning Hoop Dreams into a Successful Investment Management Practice
Podcast: The 10-Year Blueprint to $260M AUM with Cory Sims, Founder & RIA, Sims Investment Management, LLC
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
Don't Invest Alone!
Investing vs. Gambling
Stay in the Market
Inflation
Short-term Timing of the Market
Have Faith in the Long-term Plan!
What is a Recession?
Large Cap, Mid Cap, and Small Cap
