Sierra Mutual Funds

Sierra Mutual Funds CIO Terri Spath covers the current state of the markets, and gives three possible ways to participate in investment returns while keeping a close eye on risk.

Advisors need to help retirees and other investors limit downside risk and grow their wealth. We at Sierra share this goal, and in this webinar we will provide perspective on the challenges facing financial advisors. We will discuss how to build a well-diversified fixed income allocation that seeks to deliver the benefits of bonds, while mitigating against rising rates, defaults, bond market illiquidity and stock market volatility. We will also introduce a truly tactical, rules-based investment approach with the goals of limiting downside risk and producing returns that a conservative investor would deem satisfying.

Learning Objectives:

We will review:

1. The Emotional Challenge – Stocks vs. Bonds
2. Seven years of “yield fixation”
3. The risks in fixed income allocations through three lenses:
4. Interest rate risk
5. Bond funds that don’t act like bond funds
6. Does shortening duration provide rotection?

Chief Investment Officer Terri Spath discusses how the stock market continues to rise despite economic struggles, the current state of the bond market, and how our rules-based investment disciplines are navigating these unprecedented times.

Chief Investment Officer Terri Spath’s latest commentary.

Chief Investment Officer Terri Spath's latest commentary discusses three reasons why we believe using a tactical investment approach, like the one used at Ocean Park, may be the best way to mitigate losses and preserve client wealth.