Skip Schweiss Gives 6 Tips to Advisors Wanting to Enter the Retirement Plan Market

By advising retirement plans, advisors have an opportunity to broaden their relationship with small companies and diversify their own business, says Anthony Bunnell, head of retirement and nonqualified solutions at Morgan Stanley at Work, a division of Morgan Stanley’s wealth management arm that provides workplace financial solutions. Those connections could lead to more individual clients, […]

Sierra’s CIO, James St. Aubin on Barron’s: Lessons Learned From Retail Earnings Season

“The consumer just hasn’t puckered up,” said James St. Aubin, chief investment officer at Sierra Investment Management. Consumers’ resilience has confounded economists and retailers alike, and has been attributed to a host of factors, from the lingering effects of the pandemic-era stimulus checks to the strength of the labor market. The thoughts and opinions expressed […]

Barron’s: Sierra Makes 2 Key Hires As It Plans Further Growth

Sierra Investment Management hired two new investment professionals for its leadership team as it seeks to expand its asset management operations and client services. The firm is part of the Sierra Group of Companies, which last year hired former TD Ameritrade executive Skip Schweiss as its chief executive officer. Sierra was co-founded by Kenneth Sleeper […]

David Wright Discusses Stop-Loss Orders | Barron’s  (4-8-2022)

Sierra Investment Management’s David Wright suggests using stop-loss orders with this and similar exchange-traded funds, given commodities’ volatility and their recent run-up. 0087-SI00-XLAP 11022022 The thoughts and opinions expressed in the segment are solely those of the person speaking as of 4/8/2022, and not necessarily those of Sierra and are provided for informational purposes only.  […]