1-10 of 31 results
In the News | September 16, 2021 |
"Investors are struggling to decide whether the economy and earnings are improving as seen in the frequent shift between growth and value stocks," says Sierra EVP of Investment Management, Doug Loeffler. He weighs in on the markets being satisfied with the inflation report, while consumers are expecting higher inflation. He believes that there is currently a record high gap between the demand for labor and supply.
Press Release | August 24, 2021 |
Santa Monica, CA (August 2021) – Sierra Investment Management, Inc., a firm focused on mitigating downside risk through their tactical investment disciplines, today announced that the firm has hired Skip Schweiss, CFP®, AIF®, as chief executive officer (CEO) of the Sierra Group of Companies, effective October 1, 2021.
In the News | August 13, 2021 |
Sierra's EVP of Investment Management, Doug Loeffler, breaks down a number of rising risks that investors should be keeping their eye on. One being that markets aren't cheap, and that 10-year treasury yields are much lower than recent inflation which is very unusual.
Commentary | July 29, 2021 |
Fundamental managers are often renowned for making predictions. We've found that while a manager may be correct in their opinion, it may have some unintended consequences for clients. EVP of Investment Management, Doug Loeffler, shares his experiences and perspectives with you in this week's Market Minute.
Commentary | July 22, 2021 |
Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and other risk assets’ prices. This week's Market Minute with Executive Vice President of Investment Management, Doug Loeffler, covers the signs of economic and market improvement, but also some signs that are bad and even ugly for the post-COVID recovery.
In the News | July 19, 2021 |
Sierra's Co-Founder and Managing Director, Dr. Ken Sleeper, joined Orion's The Weighing Machine podcast to talk about the current market outlook, active management, and our truly tactical rules-based investment disciplines.
In the News | May 13, 2021 |
Sierra's EVP of Investment Management sits down with Chuck Jaffe to discuss Sierra's investment disciplines, how we focus on managing risk, and provide thoughts on the current environment in the markets.
David Wright of Sierra Investment Management named to the Forbes’ List of Best-In-State Wealth Advisors
Press Release | March 24, 2021 |
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.
In the News | January 22, 2021 |
Sierra provides thoughts on some asset classes that may be attractive in the New Year while also mitigating market risks.