Sierra Investment, Author at Sierra Investment Management

Skip Schweiss Gives 6 Tips to Advisors Wanting to Enter the Retirement Plan Market

By advising retirement plans, advisors have an opportunity to broaden their relationship with small companies and diversify their own business, says Anthony Bunnell, head of retirement and nonqualified solutions at Morgan Sta [...]

St. Aubin on Money Life Podcast: “The Market Could Go in Any Direction”

James St Aubin, chief investment officer at Sierra Investment Management, says that we are looking at 'unusually uncertain times given what the market is trying to process right now,' specifically how the increased cost of cr [...]

Forbes: James St. Aubin on the Benefits of Bond Laddering

Carving out a chunk of your nest egg to buy debt securities that you hold until maturity offers predictable income and principal protection in an unpredictable world When Silicon Valley Bank (SVB) blew up last month, it provi [...]

image of the front page of the Q1 2023 Sierra Investment Management quarterly client letter

Q1 2023 Quarterly Client Letter

A brief and informative letter for all Sierra clients providing relevant News & Commentary for the quarterly period ending March 31st, 2023 READ THE FULL LETTER 0158-SI00QLAP 04102023.

St. Aubin on Morningstar Markets Brief: “Tectonic shifts in forecasting Fed policy”

Tech stocks benefited as investors flooded into the beaten-up group, expecting it to benefit from a Fed pause and move to cut interest rates Also, mega-cap techs are seen as having fortress-like balance sheets able to withstand a [...]

March Market Madness

In light of the turmoil in the banking sector, some have called the March Federal Open Market Committee (FOMC) meeting announcement the most anticipated in recent memory In this brief commentary, Sierra's Chief Investment Off [...]

Sierra’s CIO, James St. Aubin, Talks Rising Inflation on the Wall Street Journal

Families are flush with cash, so higher interest rates have done less to deter them from spending than if they had been funding their purchases with credit-card debt, said James St Aubin, chief financial officer at Sierra Mut [...]

Sierra’s CIO, James St. Aubin on Barron’s: Lessons Learned From Retail Earnings Season

“The consumer just hasn’t puckered up,” said James St Aubin, chief investment officer at Sierra Investment Management Consumers’ resilience has confounded economists and retailers alike, and has been attributed to a h [...]

2023 Sierra Update for Clients and Guests

Ways We Help

From helping to protect your investments from setbacks to providing personalized client service, these are just some of the ways Sierra Investment Management can help 0130-SI00XLAP 03082023 LEARN MORE.