HJ Sims

HJ Sims A wealth management, investment banking and institutional services firm helping individual investors

08/06/2024

Though timing the market can be tempting, doing so accurately is exceedingly difficult and often results in costly mistakes. Read more in our latest article, “How Staying Invested Outperforms Market Timing”:https://hjsims.com/wp-content/uploads/2024/08/How-Staying-Invested-Outperforms-Market-Timing.pdf

Join our dynamic team at HJ Sims as a Credit Analyst! We’re looking for a talented individual to join us in shaping the ...
04/30/2024

Join our dynamic team at HJ Sims as a Credit Analyst! We’re looking for a talented individual to join us in shaping the future of finance. If you’re passionate about banking and have a keen analytical mind, we’d love to hear from you!

Join us and be part of a team that’s committed to excellence and innovation in banking! Apply now or refer a friend who might be interested. hashtag hashtag hashtag

Click the link below to learn about key responsibilities and requirements.
https://recruiting.paylocity.com/recruiting/jobs/All/4bf2c7ed-a9b3-473f-9ae2-25532a022233/Herbert-J-Sims-Co-Inc

Please join us for our 2024 Women in Business Speaker Luncheon, sponsored by our very own Rebecca Beckett, CFP® on Frida...
03/05/2024

Please join us for our 2024 Women in Business Speaker Luncheon, sponsored by our very own Rebecca Beckett, CFP® on Friday, March 8th. Come listen to speaker Hollani Davis (Anchor, WPTV) and network with like-minded businesswomen!

Register today: https://bit.ly/WIB-2024-Luncheon

Don’t miss the Women in Business Speaker Luncheon on September 22, 2023, hosted by Palm City Chamber of Commerce and spo...
08/31/2023

Don’t miss the Women in Business Speaker Luncheon on September 22, 2023, hosted by Palm City Chamber of Commerce and sponsored by HJ Sims Senior Vice President Rebecca Beckett, CFP®!

Dynamic speaker and businesswoman Kellie Wardman, PCC, CPCC, Senior Consultant and Executive Coach with DBD Group will speak on Family and Work Life Balance.

Register today to secure your spot:

Join Palm City Chamber of Commerce and HJ Sims Senior Vice President Rebecca Beckett, CFP® at the Women in Business Speaker Luncheon on September 22, 2023.

Join Palm City Chamber of Commerceand HJ Sims Senior Vice President Rebecca Beckett, CFP® at the Women in Business Speak...
08/25/2023

Join Palm City Chamber of Commerceand HJ Sims Senior Vice President Rebecca Beckett, CFP® at the Women in Business Speaker Luncheon on September 22, 2023.

Dynamic speaker and businesswoman Kellie Wardman, PCC, CPCC, Senior Consultant and Executive Coach with DBD Group will speak on Family and Work Life Balance.

Register today to secure your spot: https://hjsims.com/2023-women-in-business-speaker-luncheon/

All great leaders are defined by how they lead during times of uncertainty and danger. Right now, in the midst of great ...
05/19/2023

All great leaders are defined by how they lead during times of uncertainty and danger. Right now, in the midst of great uncertainty over whether our leadership will come to agreement on a new debt limit and spending priorities and when, we are mostly going easy on our elected officials. There are few cries for impeachment, no major civil unrest and no major recall elections underway despite high inflation, high interest rates, sky-high federal and household debt, rampant crime and our grim outlook for the economy.

Read more in this week's Market Commentary for a look at current market conditions: https://hjsims.com/market-commentary-who-wants-this-job/

Today’s senior living providers are facing a turbulent set of headwinds - COVID recovery, an aging population, governmen...
05/17/2023

Today’s senior living providers are facing a turbulent set of headwinds - COVID recovery, an aging population, government regulation, rising interest rates, etc. Join James Rester, Executive Vice President, for a session at the LeadingAge Texas Annual Conference on how organizations are making decisions now to position their communities for the future of age-qualified living.

Calling on the experience of Morningside Ministries and Army Residence Community, this session will examine how senior living providers are preparing their communities for the future.

Be sure to also visit the HJ Sims team at booth 28 during the conference. Learn more: https://hjsims.com/2023-leadingage-texas-annual-conference-solutions-expo/

HJ Sims is proud to be a part of the charter school community. This week marks National Charter Schools Week and Teacher...
05/12/2023

HJ Sims is proud to be a part of the charter school community. This week marks National Charter Schools Week and Teacher Appreciation Week. We applaud charter schools and the community of exceptional educators, students, parents and leaders. Thank you for all that you do.

Learn more about National Charter Schools Week and how you can celebrate: https://www.publiccharters.org/what-you-can-do/celebrate-national-charter-schools-week

How do we meet the needs of older adults who have enough income and assets to disqualify them from traditional affordabl...
05/11/2023

How do we meet the needs of older adults who have enough income and assets to disqualify them from traditional affordable housing but not enough to afford an entrance-fee or private-pay senior living community?

Join Jim Bodine and Jamie Timoteo of Plante Moran for their session at LeadingAge PA Annual Conference next week, where they will answer this question while looking at the industry demographics trends and development strategies to make construction affordable and marketable to older adults on a fixed income.

Be sure to also visit our team at booth 117: https://hjsims.com/2023-leadingage-pennsylvania-annual-conference/

Executive Vice President, Lynn Daly will be presenting a session at the LeadingAge Michigan Annual Conference next week....
05/09/2023

Executive Vice President, Lynn Daly will be presenting a session at the LeadingAge Michigan Annual Conference next week. Using single-site life plan communities as examples, Lynn and Jeff Huegli of Beacon Hill at Eastgate will review factors important to historical and long-term future success.

Learn more: https://hjsims.com/2023-leadingage-michigan-annual-conference/

The dark days of winter and muds of early spring are in the rearview mirror, with all around us looking green and bright...
05/05/2023

The dark days of winter and muds of early spring are in the rearview mirror, with all around us looking green and bright. Well, not everything. Seemingly out of the blue, we have become seized by worry about our bank accounts now that we have seen three of the four largest bank failures in our history occur in the last two months. Our hopes for buying a new home have been dashed by mortgage rates that are right around the highs of 2003; the 30-year fixed rate is 6.98%.

Read more in this week's Market Commentary for a look at current market conditions: https://hjsims.com/market-commentary-april-showers-bring-what-next/

We are thrilled to welcome Jenny Wade to our Investment Banking team as Senior Vice President. Located in our Bloomingto...
05/01/2023

We are thrilled to welcome Jenny Wade to our Investment Banking team as Senior Vice President. Located in our Bloomington, MN office, she will be leading financings for senior living industry clients in the Midwest. With over 21 years of municipal and nonprofit finance experience, Jenny is well known for her technical skills including the development of complex financial models.

"Jenny’s background and extensive experience as a senior living banker will be a tremendous asset to the firm as we continue to grow our presence in the Midwest," says Managing Principal, Aaron Rulnick.

Read more: https://hjsims.com/hj-sims-welcomes-jenny-wade-as-senior-vice-president-investment-banking/

Address

2150 Post Road Fl 301
Fairfield, CT
06824

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18004571935

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