HJ Sims Market Commentary: TINA Meets BRANDY

HJ Sims Logo

British Prime Minister Margaret Thatcher once argued forcefully that “there is no real alternative” to capitalism as an economic system. Nearly 30 years later, equity traders adapted her slogan to fashion the narrative that in prevailing market conditions there is no alternative to stocks, that all other investment opportunities are worse. The acronym TINA popped into Wall Street parlance after the 2008 financial crisis. But it has not been heard much this year. Returns for the Dow are down 9% year-to date, the S&P 500 has lost 13%, the Russell 2000 has declined 15% and the Nasdaq has fallen 21%. Conventional equity funds have seen outflows for 28 consecutive weeks. So, we think a new mantra is now in order, BRANDY: Bonds Really Are Now Delivering Yield.

Continue reading

2022 Women in Business Summit

Palm City Chamber of Commerce Women in Business Summit
Sponsored by Rebecca Beckett, CFP®, HJ Sims

Date & Time: Thursday, September 22, 2:00pm – 5:00pm

Location: Charlie Leighton Park | Palm City Community Center | 2701 SW Cornell Ave. Palm City, FL

We would like to invite you to the Women in Business Summit on September 22, 2022, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this inaugural event to advocate and celebrate women in business.

Join us for relevant, spirited discussions and presentations from accomplished, local businesswomen on topics ranging from finance, education, business management and health & wellness. Discover, support and network with local businesswomen as they showcase their products and services. 

Photos from the Event

Meet the Speakers

Rebecca-Beckett

Rebecca Beckett, CFP®

Senior Vice President

HJ Sims

Donna

Donna Linton

Reverse Mortgage Advisor

Zarro Mortgage Group

Amanda

Amanda Foster

Mortgage Specialist

Zarro Mortgage Group

Jill-Marasa_Ashley Capital

Jill Marasa

Director of Development

Ashley Capital

Joan Goodrich_Martin County Bus Dev Board

Joan Goodrich

Executive Director

Martin County Business Development Board

Joanne Zarro

Joanne Zarro

President

Zarro Mortgage Group

Dr-lisa-grassam_Grassam Chiropractic

Dr. Lisa Grassam

Chiropractic Specialist

Grassam Spine & Wellness Center

Agenda

2:00 pm – 5:00 pm

Exhibits

2:10 pm – 2:35 pm

Tools You Can Use…
Speaker: Jill Marasa, Ashley Capital

2:40 pm – 3:05 pm

Mortgage Products & Credit in Today’s Environment
Speakers: Joanne Zarro; Amanda Foster; Donna Linton, Zarro Mortgage Group

3:10 pm – 3:35 pm

Women & Money: Challenges, Successes and Strategies
Speaker: Rebecca Beckett, CFP®, HJ Sims

3:40 pm – 4:05 pm

Top 10 Resources You Should Know (and Use)
Speaker: Joan Goodrich, Martin County Business Development Board

4:10 pm – 4:35 pm

The Power Of A Woman
Speaker: Dr. Lisa Grassam Smith, Grassam Chriopractic and Wellness Center

Location

Sector Update with Aspire: Lynn Daly, HJ Sims

HJ Sims Logo

HJ Sims Executive Vice President, Lynn Daly was on Sector Updates with Aspire. In this episode, Lynn discusses what trends she is seeing in the nonprofit aging services sector from an investment banking side as well as what she is seeing from the partnership side.

Continue reading

HJ Sims Market Commentary: The Path to And from Jackson Hole

HJ Sims Logo

The older we grow, the more we realize how little we know. Overwhelmed by the universe of data and news at our fingertips, some of us cling to trivial facts: New Jersey grows two thirds of all the eggplant in the world. Mississippi produces the most NFL players per capita. We are more likely to win an Olympic Gold medal than the Mega Millions lottery, and twice as likely to be killed by a vending machine than a shark.

Continue reading

HJ Sims Market Commentary: Delivery Charges

HJ Sims Logo

The U.S. postal system was established by the Second Continental Congress on July 26, 1775 and Benjamin Franklin was paid $1,000 dollars a year to serve as its first postmaster. He was charged with establishing a national service at a time when it took months for mail to arrive from near or far and spotty deliveries were made to local taverns and inns. Franklin, the “MacGyver” of his times, rolled up his sleeves and set up more efficient delivery routes from Florida to Maine with wagons traveling in relay teams by day and night.

Continue reading

High Point Academy (July 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

Continue reading

HJ Sims Market Commentary: Dog Days

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

Army Residence Community (July 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

Continue reading

HJ Sims Market Commentary: Peaks

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

HJ Sims Market Commentary: Change for a Dollar

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

Kendal on Hudson (May 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

Continue reading

HJ Sims Market Commentary: Inflated Fears and Fresh Opportunities

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

HJ Sims 1st Annual Private Wealth Management Summit Recap

It’s hard to believe it’s been a month since the HJ Sims Private Wealth Management team came together in Boca Raton, FL for our 1st Annual Private Wealth Management Summit. The focus: alternative investments.

The Summit was an opportunity for our financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. With team members in offices around the U.S. and Puerto Rico, many team members have not had the chance to meet face-to-face with their colleagues outside of Zoom. The camaraderie proved to be invaluable, allowing the HJ Sims Private Wealth Management team to forge greater connections with each other and share insights.

While the connections were key, the icing on the cake was the thought-provoking education sessions put on by the Summit sponsors. The team heard about the latest on products, solutions and technology advancements from leading experts in the alternative investments space. Presenters included One Oak Capital Management, Glide Capital, Apollo Global Management, First Trust, Prospect Capital Management, InspereX, Nexpoint, Bluerock, WhiteHawk Energy and Capital Square as well as members of the HJ Sims investment banking team.

Check out the photos below for some of our favorite moments from the Summit.

Interested in building an investment portfolio or looking to take yours to the next level with our team? Get in touch.

Or interested in joining a firm that prioritizes learning and culture and has an extensive history of helping its clients navigate today’s complex market? Explore our career opportunities or get in touch.

The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with First Trust, NexPoint, InspereX, First Trust, Prospect Capital Management, Capital Square, One Oak Capital Management, Glide Capital, Apollo Global Management, Blue Rock, WhiteHawk Energy or PCS.