Commentary & News

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A Tactical Strategy for Current Volatility

Commentary | May 22, 2019 | By Terri Spath

From basketball to tennis or chess to tic-tac-toe, winning a game involves strategic decisions, probability analysis and math.

Bloomberg News Online: Fundamentals Remain Intact (Radio)

News Article | May 7, 2019 | By Sierra Investment Management

CIO Terri Spath reviews leading indicators she keeps watch on that warn of a possible recession ahead.

MM: Breaking Down Bond Benchmarks

Video | May 3, 2019 | By Terri Spath

Bond benchmark investing can come along with some unintentional risks.

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.