|
|
Financial News
3.10.2010
Daily Financial Market Analysis Podcast
Listen in for the latest financial market news!
Click to read more
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.
Click to read more
2.11.2010
Greece Similar to Argentina?
Recent woes of the Greeks seem all too similar to another country with historical debt problems.
Click to read more
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.
Click to read more
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.
Click to read more
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.
Click to read more
1.1.2010
Are your mutual funds on this list?
The most profitable mutual funds in history – for the managers!
Click to read more
12.16.2009
The Closet Indexing Problem
This is a significant problem in many of the portfolios we see.
Click to read more
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.
Click to read more
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.
Click to read more
Wealth Management Services
Wealth management is the combination of sophisticated investment management with the client’s risk assessment and goal-setting process, or financial planning. It is a powerful, comprehensive combination which we encourage clients and non-clients alike to engage. The complete coordination of one’s financial situation can yield long-term benefits which are superior to the ability of any firm or manager focusing specifically on investment returns.
Areas where there are often deficiencies or the misallocation of resources in a financial prolife include asset and income protection, debt management, tax strategies and estate planning. A problem in any one of these areas can lead to problems that investment management alone cannot solve, regardless of return levels – investment management cannot be optimized in a vacuum.