In the News Archives - Sierra Investment Management

Sierra’s David Wright on Excess Returns Webcast (12/28/21)

Sierra Co-Founder, David Wright, joins the Excess Returns show to discuss the current markets and our truly tactical rules-based investment disciplines VIEW HERE The thoughts and opinions expressed in the segment are solely [...]

Sierra on TD Ameritrade Network: Buying the Dip with Fed Support (12/07/2021)

Sierra EVP of Investment Management, Doug Loeffler, joins TD Ameritrade network to discuss three key current risks to the markets and buying the dip with Fed Support VIEW HERE The thoughts and opinions expressed in the segm [...]

Over 80% S&P 500 Companies Reporting Earnings Are Beating Estimates

"Over 80% of S&P 500 companies reporting earnings are beating expectations as overall growth has increased from 28% to 33%," says Doug Loeffler Some of the major upcoming earnings reports to be released are Facebook (FB), [...]

Barron’s Names Sierra’s David Wright to 2021 “Top 100 Independent Financial Advisors” Rankings for Sixth Time

Santa Monica, CA (October 7, 2021) – Sierra Investment Management today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors for a sixth time Mr Wr [...]

The Frequent Shift Between Growth and Value Stocks

"Investors are struggling to decide whether the economy and earnings are improving as seen in the frequent shift between growth and value stocks," says Doug Loeffler He weighs in on the markets being satisfied with the inflat [...]

Rising Risks That Investors Should Keep An Eye On

Doug Loeffler breaks down a number of rising risks that investors should be keeping their eye on One being that markets aren't cheap, and that 10-year treasury yields are much lower than recent inflation which is very unusual [...]

New York Times: The Pros and Cons of Funds That Mute the Ups and Downs (1/15/21)

New York Times (January 15, 2021): Sierra provides thoughts on some asset classes that may be attractive in the New Year while also mitigating market risks Read The Article.

A person sits on the floor while holding 100 dollar bills with both hands

CNBC: The Exchange (11/13/20)

CNBC (November 13, 2020): CNBC’s Kelly Evans breaks down why some municipal bonds are seeing more investors, and how the Covid pandemic’s risk of a second lockdown impacts the market View Here.

American "I Voted" stickers on white table

Bloomberg: Fund Manager Nightmare Is Biden Without Blue Wave Congress (video 11/1/20)

Bloomberg (November 1, 2020): Sierra provides thoughts on the possible post-election landscape and how it may impact investors Watch Here.

Bloomberg: Where to Invest $10,000 Right Now (10/5/20)

Bloomberg (October 5, 2020): Sierra provides throughs on Where to Invest $10k Right Now Read the Article.