2022 Sierra Market Update
Here is a quick 2-minute market video update on our programs from Doug Loeffler EVP of Investment Management.
Author: Sierra Investment
Barron’s: Sierra Makes 2 Key Hires As It Plans Further Growth
Sierra Investment Management hired two new investment professionals for its leadership team as it seeks to expand its asset management operations and client services The firm is part of the Sierra Group of Companies, which las [...]
James St. Aubin joins LA-based $9bn RIA as CIO | Citywire (7-26-2022)
‘Ken, Dave and I speak for the whole Sierra team as we welcome James and Ryan to the team with no small measure of excitement,’ Schweiss stated ‘Both have impressive backgrounds in the investing world and in asset allocatio [...]
June 2022 Sierra Update for Clients and Guests
Watch the video our full Client Update from Saturday, June 25, 2022.
Commentary: Markets and Economies Are Giving Mixed Signals
June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in the first quarter, squeezed by a combination of rising long-term interest rates, concerns about Federal Reserve (the “Fed”) r [...]
Sierra’s Dave Wright Discusses Moving Stock Holdings to Cash during Bear Market | Insider (6-24-2022)
Many of the hedge funds and investment firms that have held up during this year's market bloodbath proactively trimmed their stock holdings in favor of cash An asset manager who has beaten 91% of his peers during the bear market [...]
Co-founder David Wright: How to Be a ‘Genius’ in a Bear Market | Bloomberg Wealth (6-16-2022)
“If you’re ever in doubt, or if your brain is saying, ‘What if I just keep holding this stock for a few more days,’ if you want to be a genius, sell half of your position,” said David Wright, co-founder of Sierra Invest [...]
Sierra EVP of Investments on Money Life Podcast
Sierra EVP of Investment Management, Doug Loeffler, joins Chuck Jaffe’s Money Life podcast to discuss the current state of the markets and how we are using our rules-based investment disciplines to help navigate the current vol [...]
Sierra’s David Wright talks to Business Insider
“We’re in the early phases of the deepest bear market of my life” Sierra Co-Founder, David Wright, talked with Business Insider about the current state of the markets, what strategies he’s using to help minimize lo [...]
Sierra Market Update | Municipal Bonds
Sierra EVP of Investments, Doug Loeffler, gives his thoughts on Municipal Bonds and the current state of the markets.