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Risk Matters: The Importance of Keeping Losses Small​

Sierra Investment Management

The investment rate of return necessary to recover the loss or get back on your growth track is larger than the loss.

If you’re close to retiring or already retired, losing 20% of your money can make it really hard to bounce back.

Inheritance Checklist​

Sierra Investment Management

If you are the heir to an inheritance, you may feel overwhelmed by the decisions ahead of you. Working with an independent financial advisor can be beneficial to you and your investments as you plan a course of action.

Stocks dragged down by megacap tech, oil edges up

Reuters

Wall Street stocks ended lower in choppy trading on Tuesday as Treasury yields climbed, with investors weighing the likely path of interest rates in a resilient U.S. economy with persistent inflation.

US ETF launches from 11th to 18th July, 2024

ETF Express Banner

Wall Street stocks ended lower in choppy trading on Tuesday as Treasury yields climbed, with investors weighing the likely path of interest rates in a resilient U.S. economy with persistent inflation.

Ocean Park Asset Management Debuts First 4 ETFs

ThinkAdvisor

Reports that Israel is bracing for an imminent attack by Iran sparked a scramble for safety across markets on Friday, inspiring traders to dump stocks in favor of Treasury bonds, gold and the U.S. dollar.

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The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, LLC.