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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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Beneficial, long-term client relationships are established by combining expertise, integrity and results. The increasing complexity of investment vehicles makes this set of skills critically important for sophisticated investors. The professionals of Sierra Nevada Wealth Management enter each client relationship with the expectation of leveraging our backgrounds for the long-term benefit of our clients, meeting their evolving financial objectives and improving this complex aspect of their lives.
Mr. Crawford is the founder and a managing partner of Sierra Nevada Wealth Management, LLC. The company was established in 2007 to provide sophisticated, institutional-level financial management skills and expertise to individuals and families. Mr. Crawford has over a decade of managing portfolios and performing securities analysis for some of the largest institutional asset management firms in the world. Prior to founding Sierra Nevada Wealth Management and co-founding GCMD Capital Management, LLC, he was a partner at Litchfield Capital Management, LLC a long-short hedge fund based in Litchfield, Connecticut. This fund has a track-record of achieving strong risk-adjusted returns investing in the areas of financials and healthcare. Prior to joining Litchfield, Mr. Crawford held the position of Senior Vice President, Research Group Director for Healthcare Investments at Fox-Pitt, Kelton, Inc, a subsidiary of the global reinsurer Swiss Re in New York City. There he was a member of the FPK global research team ranked #1 or #2 for institutional research in 2000, 2001, 2002 and 2003 by Institutional Investor Magazine. In 2002 he was named the top healthcare investment analyst by Health Leaders Magazine. Additionally, he has been quoted regularly in publications such as The Wall Street Journal, The Financial Times, Investor’s Business Daily, The Wall Street Transcript and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight. Mr. Crawford holds a B.A. from the University of California, Davis and a M.H.A. from the University of Minnesota. He holds certificate in financial planning from Boston University, is a CFP® professional and a member of the Financial Planning Association. Greg has lived in Reno since 2000, and is married with two children. He is a member of Our Lady of the Snows Catholic Church, the Reno Angles Investor Group, and is active in several local charitable-organizations.
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• E mail: greg.crawford@snwmllc.com
• Ph: 775-297-4682
Connie Weber has been helping individuals and businesses navigate the rough roads of retirement planning and investments since 2000. Originally getting training and earning her Series 7, 63, 65, and her life and health license while working with Smith Barney in Reno. She joined the management and leadership team of Sierra Nevada Wealth Management in 2008, focusing on marketing and client recruitment. Prior to working in finance Connie worked in sales management for local television affiliates and radio stations. Connie considers herself a Nevadan, since she has lived in Northern Nevada since she was 9 years old. She attended local schools and the University of Nevada and Truckee Meadows Community College. Connie is very active in the community and sits on the boards of the American Advertising Federation of Northern Nevada and the American Marketing Association. She is a member of the eWomen Network, a founding member of the No-Riskers networking group, and a volunteer for Junior Achievement.
• Email: connie.weber@snwmllc.com
• Phone: (775) 297-4579
Mr. Brown is a partner and an Investment Adviser Representative with Sierra Nevada Wealth Management, LLC. He is the Head of Operations which includes trade origination, initial analysis of incoming accounts and processing of asset transfers. Philip graduated from the University of Nevada with a B.S. in Finance and a minor in Economics. During his academic studies at UNR, Philip gained experience in portfolio management, risk management and derivatives strategies. During the spring semester of his senior year, Philip, along with his classmates, managed a live investment portfolio of $100,000, with positive returns during a four-month period when the broader markets declined. Mr. Brown currently accepting new clients and is completing the educational requirements to apply for the CFP® Certification Examination. He is a volunteer around the Reno/Tahoe community including being a founding member of the Reno New Generations Rotary Club and a Big Brother for Big Brothers Big Sisters.
• E mail: phil.brown@snwmllc.com
• Ph: 775-297-4277
Mr. Robinson is a managing partner and a Registered Investment Advisor Representative With Sierra Nevada Wealth Management. Mr. Robinson joined the firm in 2011 and works with individuals and businesses providing investment advice, tax planning and how to navigate the maze of Federal and State regulations. Mr. Robinson graduated from the University of Nevada with a bachelors degree in business administration with a dual major of accounting and finance. Upon graduation Lou worked for a local CPA before starting his own accounting and business consulting practice in 2004. Mr. Robinson has held his Life and Health insurance license for 15 years helping families plan for their futures. Although he was born and raised in Cincinnati, Ohio his family has lived in Nevada in the Reno area for 4 generations. Lou is married and has two young children. Contact Louis Robinson at louis.robinson@snwmllc.com or (775) 298-4302.
• E mail: Louis.robinson@snwmllc.com
• Ph: 775-298-4302