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8.15.2011
The Mutual Fund Merry-Go-Round
Individual investors should take control of their financial destinies, educate themselves, avoid sales pitches and invest in a well-diversified portfolio of low-cost index funds.
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1.27.2011
Sierra Nevada Wealth to Help NFL Players in case of Lockout
Please see the attached press release, “Sierra Nevada Wealth to Waive Management Fees in case of NFL Lockout.”
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1.24.2011
Put client interests first? Horror!
In poll after poll, the public continues to indicate that they believe brokerage houses are required to operate in the clients’ best interests. Unfortunately, most learn the hard way that this is 100% false.
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11.22.2010
Portfolio Management, 101
In many ways, the essence of portfolio management is managing the relationships between the assets in your portfolio.
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11.1.2010
Sierra Nevada Wealth Mangement Acquires Trust Company
Check out the press release on the latest news from Sierra Nevada Wealth Management.
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9.28.2010
Retirees Duped into Risky Investments
Structured notes are just the latest example of individual investors being pushed into sophisticated investments, with risks either lacking disclosure or product complexity being so high that the average investor has no idea of what they are being sold.
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9.1.2010
A Wise Year for Giving?
While much attention has been given to the fact that there is no estate tax this year, there is another way to help your heirs this year.
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8.11.2010
Selecting and Sizing Alternative Investments
This recent article, written by Greg Crawford, details how alternative investments can improve the diversification and performance characteristics in portfolios.
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7.29.2010
ETFs for the Wealthy
Exchange traded funds (“ETFs”), once used as simple building blocks of “beta” exposure in small accounts, have become more sophisticated and can be effective tools used in a number of high-net worth portfolios.
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7.14.2010
Why the brokerage makes money and you don’t
This recent article in the New York Times highlights the multiple ways in which a brokerage house does not serve your best interest. Unlike what the article suggests, you don’t have to “learn to live with it.”
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5.26.2010
When 100% “Protected” Equals Zero
This recent article from the NY Times highlights a consistent problem we see – high commission products being shoehorned into portfolios.
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4.19.2010
The Game is Rigged
Many people have been inquiring about the Goldman Sachs situation in our offices. While conflicts of interest plague brokerage houses (not our firm), the allegations in this case are particularly disturbing.
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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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Podcasts
A Quiet End to a Busy Week
Sierra Nevada Wealth Management
A mixed to favorable jobs report today consolidated recent markets gains, with major US indexes finishing flat. Eyes now turn to Europe again next week as politicians continue to dance around the key questions surrounding the Euro Zone.
Duration:
10:00
Publish Date: 12/2/2011 - 3:55:00 PM
File Name: dec2marketupdate2011.mp3 | File Size: 10 MB
A Quiet Day before Jobs Report
Sierra Nevada Wealth Management
Markets in the US were mixed, after massive gains on Wednesday ended the month of November. Attention is now focused on Friday’s Jobs Report, with a consensus gain of 122,000 jobs expected by economists. Economic data has been running ahead of expectations recently, which could lead to disappointment even if the reported number tomorrow looks favorable on the surface.
Duration:
5:00
Publish Date: 12/1/2011 - 5:19:00 PM
File Name: dec1marketupdate2011.mp3 | File Size: 5.2 MB
Biggest Gain for Markets in 2 1/2 Years
Sierra Nevada Wealth Management
A coordinated effort by 6 central banks gave investors hope that the crisis in the Euro Zone can be addressed by political and organizational leadership. On top of this, favorable domestic employment figures and an economic policy accommodation in China lifted the markets between 4.2 - 4.3%. This was the largest single daily gain for the markets in 2 ˝ years.
Duration:
8:00
Publish Date: 11/30/2011 - 3:22:00 PM
File Name: nov30marketupdate2011.mp3 | File Size: 8 MB
Italy Places a lot of Debt, but at a High Cost
Sierra Nevada Wealth Management
An Italian government bond offering today found a lot of demand, but at a high cost. This was seen as a mixed outcome in the Euro Zone crisis. With that, the market focused on higher than expected consumer confidence figures which drove the Dow and the S&P 500 modestly higher, while the NASDAQ slipped. Greg and Phil discuss this, and look ahead to key jobs data coming out later this week. It’s a 9-minute podcast on iTunes or our website.
Duration:
9:00
Publish Date: 11/29/2011 - 4:21:00 PM
File Name: nov29marketupdate2011.mp3 | File Size: 9.2 MB
Market Rebound on Hopes for Europe, and Shopping
Sierra Nevada Wealth Management
A strong start to holiday sales, and hope that a broader deal for Italy was in the works lifted the equity markets to the largest 1-day gain in more than a month. Interestingly, the bond market did not react at all to the equity markets which jumped 2.6-3.5% in the US. Greg and Phil examine the day’s trading activity and why Europe is still “driving the bus” in today’s 8-minute podcast.
Duration:
8:00
Publish Date: 11/28/2011 - 4:25:00 PM
File Name: nov28marketupdate2011.mp3 | File Size: 8 MB
Yes, the Market was Open Today
Sierra Nevada Wealth Management
In an abbreviated post-Thanksgiving holiday trading session, concerns over Europe persisted. Despite early indications of string retail sales in the US on “Black Friday,” the recent poor bond offerings from both Italy and Germany are putting more and more pressure on the Euro Zone. US markets traded down between 0.25 – 0.75%.
Duration:
8:00
Publish Date: 11/25/2011 - 3:02:00 PM
File Name: nov25marketupdate2011.mp3 | File Size: 7.6 MB
The Week Starts to Get Thin
Sierra Nevada Wealth Management
Despite worries over Europe, and an announcement from the IMF today, trading was thin. With all of the volatility being generated by European news flow and only 1.5 days remaining for the US markets, it appears many people have decided to sit this week out. Phil and Greg discuss the news and the week on this 10-minute podcast.
Duration:
10:00
Publish Date: 11/22/2011 - 5:20:00 PM
File Name: nov22marketupdate2011.mp3 | File Size: 10.4 MB
Politics and the Markets
Sierra Nevada Wealth Management
The failure of the "Super Committee" in Washington to agree on a plan for deficit reduction hit the markets today, as well as continued anxiety surrounding Europe. The Dow dropped 250 points. Connie and Greg discuss.
Duration:
4:30
Publish Date: 11/21/2011 - 5:00:00 PM
File Name: nov21marketupdate2011.mp3 | File Size: 4.5 MB
Spain sits in the Shadows of Italy
Sierra Nevada Wealth Management
Domestic economic data released today normally would have provided a lift in the markets, but the favorable initial jobless claims data of the day was overshadowed by a low-demand Spanish bond auction. Major US stock markets sold off 1.1% - 2.0%. The Euro zone continues to tip-toe around the needed integration of the region that investors want to see.
Duration:
8:00
Publish Date: 11/17/2011 - 4:42:00 PM
File Name: nov17marketupdate2011.mp3 | File Size: 8 MB
Can we really measure contagion risk?
Sierra Nevada Wealth Management
After a ratings agency reminded investors today about the risk to the global banking system surrounding a disorderly default in Europe, US stock markets sold off between 1.6-1.7%. Can we really accurately measure the impact this would have? And why are estimates of risk exposure to the region so different than the “top down” analysis suggests.
Duration:
8:30
Publish Date: 11/16/2011 - 3:35:00 PM
File Name: nov16marketupdate2011.mp3 | File Size: 8.6 MB
Italian Worries Take a Back Seat to US Data
Sierra Nevada Wealth Management
Continual worries about Euro debt yields, the new Italian Government and a Greek default couldn't keep investors from cheering about better than expected US economic news. Retail sales came in above expectations just in time for the holiday season. Listen in to our podcast on our website or iTunes.
Publish Date: 11/15/2011 - 5:41:00 PM
File Name: nov15marketupdate2011.mp3 | File Size: 6.4 MB
Bond Yields Pose Problems for Italy / In a Giving Mood?
Sierra Nevada Wealth Management
Investors returned from the weekend nervous about the future economic prospects of Italy, sending European and US stock markets down between 0.6 – 1%. Bond yields for Italian debt are back at dangerous long-term levels. Also discussed is the $5/$10m lifetime gift tax exemption in the US, which may be going away faster than advertised. It is a good time to review your estate plan.
Duration:
9:00
Publish Date: 11/14/2011 - 3:22:00 PM
File Name: nov14marketupdate2011.mp3 | File Size: 9.2 MB
Economic data outweighs Italy worries
Sierra Nevada Wealth Management
US markets rallied today after large losses yesterday. Domestic economic news outweighed worries about Italy's cost of debt. Listen in for more analysis. Our podcast is on iTunes and out website.
Publish Date: 11/10/2011 - 4:12:00 PM
File Name: nov10marketupdate2011.mp3 | File Size: 4.4 MB
Italy Gets Painted into a Corner; US Corporations Report Strong Profits
Sierra Nevada Wealth Management
While the bond market is now effectively limiting future Italian Government borrowing to alternative sources (ECB, IMF), recent US corporate profits and balance sheets have rarely looked stronger than today. Phil and Greg discuss this in the context of stock and bond market behavior, as well as the influence of politics in the investment valuation process.
Duration:
12:00
Publish Date: 11/9/2011 - 2:12:00 PM
File Name: nov9marketupdate2011.mp3 | File Size: 11.8 MB
An Interesting Dichotomy in Europe / US Earnings Season gets an A+
Sierra Nevada Wealth Management
The contrast between short-term news flow and longer term worries about the Euro Zone were evident today in Italy and Ireland. The differing responses of the equity and bond markets show the continued tug of war in the investment community regarding Europe. Meanwhile, the US earnings season is winding down with record reported and cash profits. Greg and Phil discuss in this 7-minute podcast.
Duration:
7:30
Publish Date: 11/8/2011 - 4:24:00 PM
File Name: nov8marketupdate2011.mp3 | File Size: 8.6 MB
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