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
