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, […]
Forbes: James St. Aubin on the Benefits of Bond Laddering
Carving out a chunk of your nest egg to buy debt securities that you hold until maturity offers predictable income and principal protection in an unpredictable world. When Silicon Valley Bank (SVB) blew up last month, it provided aging investors with a textbook example of what can go wrong with even the most conservative of […]
St. Aubin on Morningstar Markets Brief: “Tectonic shifts in forecasting Fed policy”
Tech stocks benefited as investors flooded into the beaten-up group, expecting it to benefit from a Fed pause and move to cut interest rates. Also, mega-cap techs are seen as having fortress-like balance sheets able to withstand a serious downturn. But the first quarter was anything but an easy ride. “It was a quarter that […]
Sierra’s CIO, James St. Aubin, Talks Rising Inflation on the Wall Street Journal
Families are flush with cash, so higher interest rates have done less to deter them from spending than if they had been funding their purchases with credit-card debt, said James St. Aubin, chief financial officer at Sierra Mutual Funds. “That slows down the impact of raising the cost of money,” Mr. St. Aubin said. “It […]
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 […]
Sierra’s CIO James St. Aubin Discusses the War in Ukraine, European Stocks on Morningstar Markets Brief
The strength in global markets demonstrates what many investment strategists noted a year ago when the war started: Geopolitical events might trigger emotional responses that jolt markets temporarily, but they don’t ultimately change the economic fundamentals on which investment decisions are made, instead, create buying opportunities. “Knee-jerk reactions can be fraught with error,” says James […]
Sierra’s CIO James St. Aubin on Bloomberg Markets
Ivascyn, 53, gets the angst that’s brewing out there but exudes confidence in his strategy. He’s been waiting, he says, for a big-score kind of moment like the one he found back in the late aughts and says he’s finally on the cusp of delivering it to investors. James St. Aubin, chief investment officer at […]
ThinkAdvisor Interview With Skip Schweiss: “2023 Is the Year of the TAMP”
Experts from a diverse set of firms have emphasized the point in recent discussions with ThinkAdvisor, including Skip Schweiss, the current CEO of Sierra Investment Management and former president of TD Ameritrade Trust Co. According to Schweiss and others, today’s wealth management professional is expected by clients to be many things — a financial planner, […]
ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”
As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambridge, Advisor Group and others. According to Schweiss, the firm’s focus on serving RIA clients continues to give him a powerful […]
Sierra CEO Skip Schweiss on ‘IN the Office’ with Gregg Greenberg
Sierra Investment Management CEO Skip Schweiss sits down with InvestmentNews anchor Gregg Greenberg to discuss the importance of having a ‘sell discipline,’ as well as why Sierra utilizes a rules-based methodology for managing money. The thoughts and opinions expressed in the segment are solely those of the person speaking as of 1/31/2023, and not necessarily […]
