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U.S. News: 5 Best Bond Funds for Retirement

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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

Morningstar

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”

ThinkAdvisor

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, […]

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