Press Release Archives - 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 [...]

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 [...]

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 [...]

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 [...]

Sierra’s CIO James St. Aubin Discusses the War in Ukraine, European Stocks on Morningstar Markets Brief

The strength in global markets demonstrates what many investment strategists noted a year ago when the war started: Geopolitical events might trigger emotional responses that jolt markets temporarily, but they don’t ultimat [...]

Sierra’s CIO James St. Aubin on Bloomberg Markets

Ivascyn, 53, gets the angst that’s brewing out there but exudes confidence in his strategy He’s been waiting, he says, for a big-score kind of moment like the one he found back in the late aughts and says he’s finally o [...]

ThinkAdvisor Interview With Skip Schweiss: “2023 Is the Year of the TAMP”

Experts from a diverse set of firms have emphasized the point in recent discussions with ThinkAdvisor, including Skip Schweiss, the current CEO of Sierra Investment Management and former president of TD Ameritrade Trust Co [...]

Sierra Chief Executive Officer, Skip Schweiss

ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”

As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambri [...]

Sierra CEO Skip Schweiss on ‘IN the Office’ with Gregg Greenberg

Sierra Investment Management CEO Skip Schweiss sits down with InvestmentNews anchor Gregg Greenberg to discuss the importance of having a 'sell discipline,' as well as why Sierra utilizes a rules-based methodology for managin [...]