Resources
Resources
Sharing our perspective with Top Financial and Business Media.
Risk Matters: The Importance of Keeping Losses Small
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.
Donor-Advised Fund Solutions
A simple, flexible and tax-efficient option to donate to your favorite charities.
Inheritance Checklist
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.
Sierra Chief Investment Officer, James St. Aubin, weighs tariff and policy risks in Fortune
James St. Aubin cautions that the “Kevlar economy” storyline can breed complacency—especially if valuations, credit spreads, and risk premia don’t reflect potential shocks.
James St. Aubin shares insights with MarketWatch as investors navigate a week filled with potential risk
St. Aubin warns: “Any time you have high valuations, you should be on guard for surprises. The biggest risk is that all of this optimism is already priced into markets.”
CIO James St. Aubin urges caution as falling correlations meet lingering inflation risks
In a recent Bloomberg article, “Trump Threats, Fed Feuds Fail to Break Markets as Logic Prevails,” Denitsa Tsekova spoke with CIO James St. Aubin, exploring why markets are showing remarkable resilience despite political noise, tariff threats, and central bank infighting.
James St. Aubin talks Q2 earnings and Fed policy with Schwab Network
James St. Aubin joined Schwab Network to talk Q2 earnings, Fed policy, and the real risks that could shake investor confidence.
Sierra CIO speaks to CNN Business: Assessing Fed decisions amid market volatility
James St. Aubin weighed in on the Federal Reserve’s decision to hold rates steady and the growing uncertainty surrounding tariffs in CNN Business.
James St. Aubin shares market insight with CNN Business
CIO James St. Aubin was featured in a recent CNN Business article covering market expectations ahead of the Fed’s latest policy decision.