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Barron's Names Sierra's David Wright to 2020 "Top 100 Independent Financial Advisors" Ranking for Fifth Time

Press Release | September 29, 2020 | By Sierra Investment Management

Santa Monica, CA (September 29, 2020) – 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 fifth time.

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Sierra's Market Minute: Election Day Volatility Concerns

Commentary | September 22, 2020 | By Sierra Investment Management

The run-up to the U.S. Presidential election has historically contributed to heightened volatility in the capital markets. Given how volatile 2020 has been thus far, should we consider sitting on the sidelines in cash? Ken and Terri share their unique insights in this week's Market Minute.

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Three Investment Ideas in Front of the Election (and Despite the Recent Red Tape)

Commentary | September 17, 2020 | By Terri Spath

Investment Commentary: CIO Terri Spath covers the current state of the markets, and gives three possible ways to participate in investment returns while keeping a close eye on risk.

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Sierra Investment Management named to the Financial Times 300 Top Registered Investment Advisors for Third Consecutive Year

Press Release | August 14, 2020 | By Sierra Investment Management

Sierra was once again named in the Financial Times Top 300 RIA's in the U.S.

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Bloomberg Daybreak Asia: Terri Spath on the Markets

In the News | June 14, 2020 | By Sierra Investment Management

Terri Spath, CIO, at Sierra Investment, discusses her market outlook with Doug Krizner and Paul Allen on Bloomberg Daybreak Asia.

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CNBC: Near-term risks deserve monitoring, says investment strategist (Video)

In the News | June 11, 2020 | By Sierra Investment Management

CNBC’s Kelly Evans breaks down investment strategies with Mark Luschini of Janney Montgomery Scott and Terri Spath of Sierra Investment Management.

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Sierra's Market Minute: It's all in the numbers

Commentary | May 20, 2020 | By Sierra Investment Management

It's difficult to manage client expectations during times like these. In this week's Market Minute, CIO Terri Spath & Dr. Kenneth Sleeper discuss how math is at the core of our investment process, and it really is all in the numbers.

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Kiplinger: Earn up to 9% on your money now

In the News | May 8, 2020 | By Sierra Investment Management

In addition to taking a vast human toll, the coronavirus pandemic has mercilessly infected virtually every corner of the investment world.

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Bloomberg Markets: The Close 4/28/2020

In the News | April 28, 2020 | By Sierra Investment Management

Scarlet Fu and Romaine Bostick bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackle the market volatility from coronavirus fears and its impact on the economy, deals and small businesses.

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