1-10 of 56 results
Barron's Names Sierra's David Wright to 2020 "Top 100 Independent Financial Advisors" Ranking for Fifth Time
Press Release | September 29, 2020 |
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.
Commentary | September 22, 2020 |
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.
Commentary | September 17, 2020 |
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.
Sierra Investment Management named to the Financial Times 300 Top Registered Investment Advisors for Third Consecutive Year
Press Release | August 14, 2020 |
Sierra was once again named in the Financial Times Top 300 RIA's in the U.S.
In the News | June 14, 2020 |
Terri Spath, CIO, at Sierra Investment, discusses her market outlook with Doug Krizner and Paul Allen on Bloomberg Daybreak Asia.
In the News | June 11, 2020 |
CNBC’s Kelly Evans breaks down investment strategies with Mark Luschini of Janney Montgomery Scott and Terri Spath of Sierra Investment Management.
Commentary | May 20, 2020 |
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.
In the News | April 28, 2020 |
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.