Commentary & News

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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.

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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 CIO Terri Spath gives her thoughts on some asset classes that may be attractive in the New Year while also mitigating market risks.

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Commentary: Three Reasons to Own Bonds in 2021

Commentary | December 16, 2020 | By Sierra Investment Management

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

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CNBC: The Exchange (11/13/20)

In the News | November 13, 2020 | By Sierra Investment Management

CNBC’s Kelly Evans breaks down why some municipal bonds are seeing more investors, and how the Covid pandemic’s risk of a second lockdown impacts the market, with Terri Spath of Sierra Mutual Funds.

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Bloomberg: Fund Manager Nightmare Is Biden Without Blue Wave Congress (video 11/1/20)

In the News | November 1, 2020 | By Sierra Investment Management

Terri Spath gives her thoughts on the possible post-election landscape and how it may impact investors.

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Bloomberg: Where to Invest $10,000 Right Now (10/5/20)

In the News | October 5, 2020 | By Sierra Investment Management

Terri Spath gives her throughs on Where to Invest $10k Right Now to Bloomberg News. (10/5/20)

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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 Sierra Investment Management

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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