Press & News
MoneyLife Podcast with Chuck Jaffe
MoneyLife Show (March 5, 2018): Chuck Jaffe is senior columnist for MarketWatch. His weekly columns are syndicated nationally, and his “Your Funds” column is the most widely read feature on mutual fund investing in America. He is also the host of MoneyLife with Chuck Jaffe, a weekday radio show/podcast.
Sierra Group of Companies Reaches over $3 Billion in Assets
Santa Monica, CA (February 13, 2018) – The Sierra Group of Companies (“Sierra”) is proud to announce that as of 12/31/17, the firm has reached over three billion dollars in combined assets under management and assets under advisement. Founded in 1987, the Sierra Group of Companies consists of Sierra Investment Management, Inc., Ocean Park Asset […]
Shaking Up the Market for Municipal Bonds
Barron’s (December 16, 2017): All politics are local, according to the famous dictum of Reagan-era House Speaker Tip O’Neill. But the municipal bond market has rarely been as roiled by national politics as it has been by the drama in Washington over tax reform. Read the Article
Are You Prepared for the End of the Bull Market?
Bottom Line Inc (December 1, 2017): The second-longest bull market in history has to end eventually, right? And even if there are few signs that its demise is imminent, it’s wise to get ready—to prepare your portfolio for rougher times. Stock prices overall are at lofty heights after having more than tripled over the past 105 months…interest […]
Barron’s Names David Wright of The Sierra Group to 2017 “Top 100 Independent Financial Advisors” Rankings
Santa Monica, CA (September 20, 2017) – The Sierra Group of Companies today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors for the third consecutive year. Mr. Wright is ranked 23rd out of 100, up from 42nd in 2016 and 56th in 2015. The Barron’s rankings […]
‘Trump Trade’ returns? Small-cap stocks rally on hopes of tax deal
Reuters (September 14, 2017): With time running out before Congress turns its attention to the 2018 mid-term elections, small-cap stocks are increasingly acting as a bellwether for the market’s expectations that the Trump Administration will reach a deal to significantly cut U.S. corporate tax rates by the end of the year. Sierra Chief Investment Officer […]
As North Korea knocks Wall St. stocks, some look for reasons to buy
Reuters (September 5, 2017): Tension between North Korea and the United States over a weekend nuclear weapons test, and the possibility of another missile test, knocked stock prices around the world on Tuesday, yet some investors saw any selloff as a reason to buy in a bull run which is now more than eight years […]
Investors are finally showing some love for stock pickers
CNBC (July 21, 2017): Stock pickers are having the best year since the bull market began back in 2009, and investors are starting to take notice. Active funds, which employ managers who move in and out of positions, hauled in $3.5 billion last week, the best showing in 2½ years, according to Bank of America […]
MoneyLife Podcast with Chuck Jaffe
MoneyLife Show (July 20, 2017): Chuck Jaffe is senior columnist for MarketWatch. His weekly columns are syndicated nationally, and his “Your Funds” column is the most widely read feature on mutual fund investing in America. He is also the host of MoneyLife with Chuck Jaffe, a weekday radio show/podcast.
When the Trump Agenda Loses Steam, Muni Bonds Gain Momentum
NY Times (July 14, 2017): Municipal bonds were supposed to be among the biggest losers under a Trump presidency. Shortly after the November election, muni bonds — issued by states, municipalities and local agencies to finance government projects — faced a “triple whammy,” said Terri Spath, chief investment officer at Sierra Investment Management. Read […]