Commentary & News

Access commentary, press releases, videos, news and more.

1-10 of 31 results


TD AMERITRADE NETWORK: The Frequent Shift Between Growth and Value Stocks (Video: 9/16/21)

In the News | September 16, 2021 | By Sierra Investment Management

"Investors are struggling to decide whether the economy and earnings are improving as seen in the frequent shift between growth and value stocks," says Sierra EVP of Investment Management, Doug Loeffler. He weighs in on the markets being satisfied with the inflation report, while consumers are expecting higher inflation. He believes that there is currently a record high gap between the demand for labor and supply.

View Here

Sierra Investment Management Hires Skip Schweiss as First CEO

Press Release | August 24, 2021 | By Sierra Investment Management

Santa Monica, CA (August 2021) – Sierra Investment Management, Inc., a firm focused on mitigating downside risk through their tactical investment disciplines, today announced that the firm has hired Skip Schweiss, CFP®, AIF®, as chief executive officer (CEO) of the Sierra Group of Companies, effective October 1, 2021.

View Here

Sierra EVP of Investment Management on TD Ameritrade Network

In the News | August 13, 2021 | By Sierra Investment Management

Sierra's EVP of Investment Management, 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.

View Here

Sierra's Market Minute: The Challenges of Fundamental Management

Commentary | July 29, 2021 | By Sierra Investment Management

Fundamental managers are often renowned for making predictions. We've found that while a manager may be correct in their opinion, it may have some unintended consequences for clients. EVP of Investment Management, Doug Loeffler, shares his experiences and perspectives with you in this week's Market Minute.

View Here

Sierra's Market Minute: The Good, the Bad, the Ugly of the COVID-19 Recovery

Commentary | July 22, 2021 | By Sierra Investment Management

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and other risk assets’ prices. This week's Market Minute with Executive Vice President of Investment Management, Doug Loeffler, covers the signs of economic and market improvement, but also some signs that are bad and even ugly for the post-COVID recovery.

View Here

Sierra Co-founder Ken Sleeper on Orion's The Weighing Machine Podcast

In the News | July 19, 2021 | By Sierra Investment Management

Sierra's Co-Founder and Managing Director, Dr. Ken Sleeper, joined Orion's The Weighing Machine podcast to talk about the current market outlook, active management, and our truly tactical rules-based investment disciplines.

Listen Here

Money Life with Chuck Jaffe: The Big Interview with Sierra's Doug Loeffler (5/18/21)

In the News | May 13, 2021 | By Sierra Investment Management

Sierra's EVP of Investment Management sits down with Chuck Jaffe to discuss Sierra's investment disciplines, how we focus on managing risk, and provide thoughts on the current environment in the markets.

View Here

David Wright of Sierra Investment Management named to the Forbes’ List of Best-In-State Wealth Advisors

Press Release | March 24, 2021 | By Sierra Investment Management

Santa Monica, CA (February 23, 2021) – Forbes revealed their 2021 Best-In-State Wealth Advisors ranking and David C. Wright, Co-Founder and Portfolio Manager of Sierra Investment Management has been named to the list for California. The ranking of financial advisors is based on both qualitative and quantitative measures rated as important to clients.

View Here

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

In the News | January 22, 2021 | By Sierra Investment Management

Sierra provides thoughts on some asset classes that may be attractive in the New Year while also mitigating market risks.

View Here

Commentary: Three Reasons to Own Bonds in 2021

Commentary | December 16, 2020 | By Sierra Investment Management

Investment Commentary: Covers the current state of the fixed income market and offers three reasons why we like bonds in 2021.

View Here