Barbara Doran of BD8 Capital Partners and Terri Spath, chief investment officer at Sierra Investment Management, talk about markets after the bell on CNBC’s “Closing Bell.”
Income investing is supposed to be like watching a predictable movie that you’ve seen a dozen times before. But lately, it has been full of plot twists.
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
Commentary | November 20, 2019 |
With stocks reaching record highs, we continue to be asked about global opportunities and the risks associated with them. Valuation metrics are a great way of measuring value.
Press Release | July 1, 2019 |
Sierra was once again named in the Financial Times Top 300 RIA's in the U.S.