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Investing

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Sims Investment Management, LLC on December 10th, 2020

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

Tags:
  • Investing
  • Retirement
  • Tax
  • wealth
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What are Employee Stock Options, and why should I care?

Submitted by Sims Investment Management, LLC on November 12th, 2020

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you may want to consider taking advantage of them.

What are stock options

Tags:
  • Investing
  • Options
  • wealth
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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Sims Investment Management, LLC on October 29th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

Tags:
  • Investing
  • Planning
  • Retirement
  • Stock Market
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Bourgeoisie do-gooders are still warm at night

Submitted by Sims Investment Management, LLC on October 22nd, 2020

Provided by Cory Sims, AWMA®

 

Tags:
  • ESG
  • Investing
  • Stock Market
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What College Students Need to Know About Money

Submitted by Sims Investment Management, LLC on October 8th, 2020

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living.

Tags:
  • College
  • Investing
  • Savings
  • Student
  • wealth
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Conquering Retirement Challenges for Women

Submitted by Sims Investment Management, LLC on October 1st, 2020
Tags:
  • Investing
  • Retirement
  • Women

Why Roth IRA Conversions May Now Be Advantageous

Submitted by Sims Investment Management, LLC on September 24th, 2020
Tags:
  • Investing
  • Retirement
  • Roth IRA

How Much Do You Really Know About Extended Care?

Submitted by Sims Investment Management, LLC on September 10th, 2020
Tags:
  • Investing
  • Medicare
  • Retirement

4 Education Investment Accounts to Grow College Savings

Submitted by Sims Investment Management, LLC on August 6th, 2020

Are you anxious about rising higher education costs?

Tags:
  • Education
  • Investing
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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Sims Investment Management, LLC on July 30th, 2020

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

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  • Investing
  • Tax
  • wealth
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