James St. Aubin Provides Commentary to Reuters on Wall Street’s Reaction to Weak GDP Growth

Wall Street stocks closed lower on Thursday as markets were stunned by data showing slower-than-expected U.S. economic growth and persistent inflation, coupled with a sell-off in large cap stocks triggered by disappointing results from Meta Platforms (META.O).
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.
Decoding the Fed’s Potential Rollback on Quantitative Tightening: A Guide for Investors

Sierra CIO James St. Aubin argues that the consumer discretionary index is misleading due to the heavy weighting of Amazon and Tesla. Learn why the actual consumer outlook might not be as robust as it seems.
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 […]