Sims Insights

Bond Ratings and Recovery of your Original Investment
March 26, 2015

Although timely payments on your bonds is important, the eventual recovery of your principal is also of paramount importance, especially in a bond default situation.

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Planning for a Longer Retirement: Six Ways to Spend Your Down Time
March 19, 2015

After decades of putting their careers first, many boomers are now facing years of down time. According to an article from FiveThirtyEight Economics, nearly 17 percent of baby boomers are currently retired, compared to only 10 percent in 2010.

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A Caregiver’s Guide to Taxes
March 05, 2015

If you or a family member provided care for an older or ailing relative this tax year, (four in 10 Americans are doing so), there are a number of special rules, exemptions and credits of which you should be aware.

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Will Rating Agencies’ Downgrades of Puerto Rico Become Self-Fulfilling Prophecies?
February 19, 2015

On February 12, Standard & Poor’s downgraded many of Puerto Rico’s tax-backed General Obligation (GO’s) and COFINA (COrporación del Fondo de INterés Apremiante) Sales Tax bond ratings deeper into “junk bond” territory, where many bond ratings already resided.

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PREPA, Oil & Debt Restructuring
February 12, 2015

Falling Oil Prices Lessen Risk of Electric Authority Default, And Are More Significant than the Legal Rejection of Puerto Rico’s “Bankruptcy” Law.

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