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More than Finances: The Benefits of Holistic Advice from Financial Professionals

Submitted by Sims Investment Management, LLC on June 10th, 2021

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.

Tags:
  • Finance
  • Goal Planning
  • Investing
  • Retirement
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Understanding Exchange-Traded Funds

Submitted by Sims Investment Management, LLC on March 25th, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

Tags:
  • ETFs
  • Finance
  • Investing
  • Mutual Funds
  • Stock Market
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