Commentary & News

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

1-10 of 112 results


True Diversification is a Process, Not a Set of Assumptions

Commentary | March 25, 2019 | By Terri Spath

A simple definition of investment diversification is conveyed in the overused statement, “don’t put all your eggs in one basket.”

MM: The Cycle of Market Emotions

Video | March 1, 2019 | By Terri Spath

Emotions often play a big role in an investors decision making. 

In Focus: Alternative Strategies

Video | February 19, 2019 | By Terri Spath

Alternative strategies can potentially provide investors with additional diversification and downside protection.

A Portfolio Manager's Resolution for Investors: Trailing-Stops

Commentary | January 15, 2019 | By Terri Spath

A new year brings with it the elation of a renewed start.

MM: Looking ahead to 2019

Video | December 14, 2018 | By Terri Spath

As 2018 comes to a close, we look towards what 2019 may have in store for investors.

MM: A tale of two markets over two years

Video | December 7, 2018 | By Terri Spath

2017 and 2018 provided investors with two polar opposite investment markets.

MM: What we can learn from the global bond markets

Video | November 23, 2018 | By Terri Spath

The global bond markets can serve as a warning signal to the stock markets and economies of other countries.

MM: Wouldn't you rather cut losses?

Video | November 16, 2018 | By Terri Spath

Our first goal of managing risk, or cutting losses, helps contribute to producing returns. Terri explains further.

David Wright Appears on Nightly Business Report

Video | November 13, 2018 | By Sierra Investment Management

David Wright appeared on Nightly Business Report to discuss market sentiment and strategies for de-risking investors portfolios.

MM: Post-midterm municipal spending

Video | November 9, 2018 | By Terri Spath

There was a multitude of spending initiatives placed in front of voters during last week's midterms. What's the effect on the muni bond market?