• Weekly Market Commentary

    Weekly Market Commentary

    “Viva l’Italia” wrote Italian Prime Minister Matteo Renzi on his Facebook page shortly after submitting his resignation on Monday. Renzi is expected to leave office later this week.

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    Weekly Market Commentary

    The long Thanksgiving weekend gave traders a chance to unwind a little after two weeks of post-election frenzy. The three major stock indices all hit new records this month.

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  • Sims Insights

    How Your Finances Converge with Age on Three Key Items

    What would you think are the top three financial factors that emerge as we get older? An easy issue to identify is the lessening of a steady source of income.

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    How to Maintain Your Charitable Giving Efforts after Retirement

    As the holidays approach, so do the requests for year-end donations. While it often feels wonderful to say “yes” to those in need, charitable giving should be a thoughtful strategy, rather than an impulse, particularly during retirement.

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  • Sims in the Media

    Coopermans make $10 million gift to Federation

    Boca Raton residents and philanthropists Toby and Leon Cooperman have made an endowment gift of $10 million to the Jewish Federation of South Palm Beach County.

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    Sims Announces Successful Refinancing of The Legacy at Willow Bend

    HJ Sims is pleased to announce the successful refinancing of The Legacy at Willow Bend Retirement Community, Inc., in Plano, TX. This is one of many of Sims’ accomplishments in TX, including Carillon in Lubbock this past July. Sims is dedicated to the TX with a highly capable team of experienced bankers in Austin and Dallas.

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