September 2017

Why Young People Still Need Financial Professionals

Submitted by Sims Investment Management, LLC on September 28th, 2017

It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions.

Video: What’s Your Risk Management Plan?

Submitted by Sims Investment Management, LLC on September 21st, 2017

What exactly does it mean to “fully” protect your financial future?

What's the Deal with Robo Advisors?

Submitted by Sims Investment Management, LLC on September 7th, 2017

If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors?

513-278-7467 sim@simsinvestment.com

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September 2017