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Financial News
3.10.2010
Daily Financial Market Analysis Podcast
Listen in for the latest financial market news!
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3.6.2010
We don’t face tough ethical “choices,” we are simply ethical
Unfortunately, we see the impact that commissions and corporate compensation structures can have on thoughtful portfolio designs – it isn’t pretty.
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2.11.2010
Greece Similar to Argentina?
Recent woes of the Greeks seem all too similar to another country with historical debt problems.
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2.1.2010
A Plan for Pro Athletes
Unfortunately there are a lot of examples of those who come into sudden wealth at a young age who ultimately lose their financial footing and declare bankruptcy. This does not have to happen.
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1.13.2010
A Decade of Violated Trust
Every industry and business faces challenges; however the recent developments in our industry have challenged the very core of finance.
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1.7.2010
Brokers Flee Big Firms
Independent financial advisors, like Sierra Nevada Wealth Management, are gaining ground from Wall Street brokers in the competition to manage more than $5 trillion in Americans' savings.
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1.1.2010
Are your mutual funds on this list?
The most profitable mutual funds in history – for the managers!
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12.16.2009
The Closet Indexing Problem
This is a significant problem in many of the portfolios we see.
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12.9.2009
Uncle Sam: Pay me now or pay me later? ROTH IRAs
ROTH IRA conversions will be an option for many high-income earners in 2010.
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8.16.2009
“All of our investors must either be dumb or dead”
This recent Wall Street Journal article highlights the mixed motives of many mutual fund companies.
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Investment Management Services
The principals of SNWM have years of experience managing portfolios and investments at the institutional level, using tools and techniques which are often not used by individuals and retail brokers.
Each strategy employed is tailored to the specific situation and portfolio needs, with the overall objective of lowering risk and/or increasing returns for different time frames. Investment objectives are developed and detailed in the investment policy statement, which is developed in consultation with SNWM. The investments are then managed in accordance with the policy noting total costs and after-tax returns. SNWM uses a combination of active and passive strategies, paying only for net performance and seeking lowest possible costs when performance is substantially identical. In most situations, SNWM can add substantial amounts of value to one’s financial profile using this approach.