James St. Aubin Shares Commentary on Market Response to Geopolitical Risks
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.
Sierra’s CIO, James St. Aubin, Offers Insights on U.S. Bond Market Volatility
A series of weak auctions for U.S. Treasurys are stoking investors’ concerns that markets will struggle to absorb an incoming rush of government debt.
Sierra CIO, James St. Aubin, Comments on Wall Street’s Reaction to Rising Treasury Yields and Rate Expectations
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.
Insights from Sierra’s Chief Investment Officer on Stock Market Fears Amid Geopolitical Uncertainty
Cracks in the U.S. stock market’s big rally in the past five months intensified on Friday as investors worried about a potential escalation of tensions between Iran and Israel.
Reuters Gets Sierra CIO’s Take on S&P 500 & NASDAQ Closing Higher Despite Slowed U.S. Services Industry Growth
The S&P 500 and Nasdaq closed higher on Wednesday after data showing the U.S. services industry growth slowed further in March, but the advance was limited after Federal Reserve Chair Jerome Powell indicated a cut in interest was still not in sight.
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 […]
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 […]
Sierra’s CIO James St. Aubin on Money Life Podcast (Podcast Segment, 9/26/22)
James St. Aubin, Chief Investment Officer for the Sierra Mutual Funds, believes that investors can win by not losing, and while holding cash won’t keep pace with high inflation, he says being on the sidelines waiting for the market “to show some productive trends” is a sound strategy for current conditions. St. Aubin says that […]
