Highlighted Offerings
Through our wealth management investment strategies, in tandem with our innovative investments, we endeavor to ensure you are well-positioned for market trends and opportunities in all economic environments.
Tax Exempt Municipal Bond
LONG BEACH NY
CITY OF LONG BEACH NY
3.75%
Priced to Call 07/15/2030
4.625%
Coupon
Moody’s (Undl) A3
S&P (Stnd) AA Stable
Taxable Equivalent Yield to Worst 6.335%
Taxable Equivalent Yield to Maturity 7.360%
Taxable Equivalent Yield Calculation provided by Bloomberg @ 40.80%
$104.26
Priced to Call 07/15/2030
All taxable equivalent yields are calculated using maximum tax rate.
Bond rating description for domestic US bonds:
Fitch https://www.fitchratings.com/products/rating-definitions#rating-scales
Moody’s https://ratings.moodys.io/ratings
S&P https://www.standardandpoors.com/en_US/web/guest/article/-/view/sourceId/504352
Tax Exempt Municipal Bond
ORANGE CNTY FL HLTH
ORLANDO HEALTH OBLG GROUP
4.417%
Priced to Maturity 10/01/2052
4.00%
Coupon
Moody’s (Undl) A2
S&P (Stnd) A+ Stable
Fitch (Stnd) AA- Stable
Underlying AA- Stable
Taxable Equivalent Yield to Worst 7.408%
Taxable Equivalent Yield to Maturity 7.408%
Taxable Equivalent Yield Calculation provided by Bloomberg @ 40.80%
$93.378
Priced to Maturity 10/01/2052
All taxable equivalent yields are calculated using maximum tax rate.
Bond rating description for domestic US bonds:
Fitch https://www.fitchratings.com/products/rating-definitions#rating-scales
Moody’s https://ratings.moodys.io/ratings
S&P https://www.standardandpoors.com/en_US/web/guest/article/-/view/sourceId/504352
Holistic Portfolio
Portfolios built to leverage current economic conditions and better protect your assets. We examine equities, individual high-yield instruments, alternative investment strategies, portfolio management and more.
Diversification, customization, flexibility, tax efficiency all in one place
Contact us to discuss investment opportunities or provide you with a portfolio comparison
Insurance Needs
Meet your insurance needs through your HJ Sims account
Variable, Indexed and Fixed Annuities
Life Insurance
Long-term Care Insurance
What If…You Choose Not to Follow The Crowd?
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.