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.
High Yield Corporate Bond Program Details
View Details The Sierra High Yield Corporate Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program
Conservative Allocation Program Details
View Details The Sierra Conservative Allocation Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers a
California Municipal Bond Program Details
View Details The Sierra California Municipal Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers
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.