Highlighted Offerings

Our bond experts have compiled this exclusive sampling of our current income-generating issues.

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Tax-Exempt Municipal Bond

3.01%

10/1/2026
Par Call Date

Fairfax County, VA
Res. Facs. Goodwin House, Inc.

  • 4.00% Coupon
  • 3.50% 10/1/2042 Maturity date
  • $108.50 Priced to Par Call Date 2026
Learn More contact an income advisor
Fitch Rating:   BBB

Tax-Exempt Municipal Bond

3.50%

11/1/2026
Par Call Date

New Hope TX
Legacy at Willow Bend Project

  • 4.00% Coupon
  • 3.70% 11/1/2036 Maturity Date
  • $104.217 Priced to 2026 par Call
exclusive

Tax-Exempt Municipal Bond

3.50

6/1/2026
Maturity Date

New Jersey Eco. Dev. Auth.
The Bancroft Neurohealth Project

  • 3.50% Coupon
  • $100.00 Priced to Maturity
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New Jersey Economic Development Authority 3.50% due 6/1/2026 Not Rated                                                (The Bancroft Neurohealth Project Series 2016 A)
Expertise in Public Finance is one of the things that sets HJ Sims apart from the competition. Our bankers make it possible for us to offer high-income investment opportunities to our clients on an exclusive basis. Bancroft Neurohealth is a leading healthcare provider serving people with autism, developmental disabilities and other neurological conditions. The 3.5% coupon bonds are priced in the secondary market at PAR to yield 3.50% to maturity in 2026. The taxable equivalent yield for non-NJ residents in the 35% tax bracket is 5.38%. New Jersey residents do even better. With the NJ Income tax rate factored in at 5.5% a resident of NJ would see taxable equivalent yields 5.88% to maturity. The purchase and sale of securities should be conducted on an individual basis considering the risk tolerance and investment objective of each investor and with the advice and counsel of a professional advisor.  All investments involve risk including the fluctuation of principal. Investors should carefully consider their own circumstances before making any investment decision.  Offerings are subject to change in price and availability.  Interest in municipal bonds is typically exempt from federal tax. Some bonds may be subject to the Alternate Minimum Tax (AMT). State tax-exemption typically applies if securities are issued within one's state of residence and local tax-exemption typically applies if securities are issued within one's city of residence. The after tax yield is based on a 35% Federal Income Tax rate
Owned and offered in the secondary market. Subject to change in price and availability. Interest in municipal bonds is typically exempt from federal tax. Some bonds may be subject to the Alternate Minimum Tax (AMT). State tax-exemption typically applies if securities are issued within one’s state of residence and local tax-exemption typically applies if securities are issued within one’s city of residence.

The material presented here is for information purposes only and is not to be considered an offer to buy or sell any security. Commentary is prepared from sources believed to be reliable but it is not guaranteed as to accuracy and it is not a complete summary or statement of all available data. Information and opinions are current up to the date of publication and are subject to change without notice. The purchase and sale of securities should be conducted on an individual basis considering the risk tolerance and investment objective of each investor and with the advice and counsel of a professional advisor. All investments involve risk and may result in a loss of principal. Investors should carefully consider their own circumstances before making any investment decision.
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