The Simmons Partnership is a Registered Investment Advisory (RIA) firm specializing in investment management, retirement planning, wealth management, financial planning, tax optimization, and wealth transfer. We build customized, tax-efficient, actively managed portfolios for clients who have outgrown the passive strategies of traditional financial advisors. We specialize in value-oriented equity strategies and using conservative options strategies to enhance returns, manage volatility, and hedge concentrated risks.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
IMPORTANT NOTE FROM THE SIMMONS PARTNERSHIP INC.
The Simmons Partnership Inc. (“The Simmons Partnership”) is an investment advisor located in Maryland. The Simmons Partnership and its representatives are in compliance with the current registration requirements of those states in which The Simmons Partnership maintains clients. The Simmons Partnership may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
The attached selected materials are aggregated by The Simmons Partnership for your information only. The Simmons Partnership is not representing that the views in the attached materials are the only views on the subject matter, or that the views or conclusions depicted in the materials represent guaranteed outcomes. Many of the materials include charts or graphs prepared by third parties. These third parties prepared such charts and graphs using their own information or information they believed to be reliable. The Simmons Partnership has not independently verified either the underlying data or any of the intimated or directly stated conclusions of such materials. The Simmons Partnership does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Simmons Partnership’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly
The distribution of the attached materials should not be construed by any consumer and/or prospective client as The Simmons Partnership’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Any communication by The Simmons Partnership with a client or prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the person resides. A copy of The Simmons Partnership’s current written disclosure statement discussing The Simmons Partnership’s business operations, services, and fees is available from The Simmons Partnership upon request.
Past performance may not be indicative of future results. Historical information about investments or financial markets is not necessarily indicative of future market behavior or the wisdom of any particular investment, investment strategy, or asset allocation. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by The Simmons Partnership) or product made reference to directly or indirectly by The Simmons Partnership will be profitable. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
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