MM: What are floating rate loans?
Video | September 14, 2018 |
Terri does a deep-dive on Floating Rate Loans, discussing unique features and how they can help mitigate risk.
APPROACH
Our focus is on serving the needs of conservative investors whose primary objective is to preserve capital and achieve a moderate return on their investment.
LEARN MORE“At Sierra, we take the view that we cannot control or manage returns - the stock, bond, currency and commodity markets fluctuate significantly and unpredictably - but we can manage downside risk. And we believe our first priority is to keep our clients out of trouble.”
– David C. Wright, JD
RECENT UPDATES
Some of These Things Are Not Like the Others
Commentary | August 23, 2018 |
Since early July 2016, the yield on the 10-year Treasury has rocketed from 1.38% to nearly 3%.
Sierra Named in 2018 Financial Times “300 Top Registered Investment Advisers in the US”
Press Release | July 24, 2018 |
Sierra was again named in the Financial Times Top 300 RIA's in the U.S.
Reuters: Is it too late to chase the stock market rally?
News Article | March 6, 2018 |
Harnessing America’s newfound enthusiasm with stocks is creating a dilemma for many money managers and financial advisers.