|
|
Financial News
7.30.2010
Market Update Podcast
Listen in for the latest financial market news!
Click to read more
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.
Click to read more
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.”
Click to read more
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.
Click to read more
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.
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
2.1.2010
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
12.16.2009
The Closet Indexing Problem
This is a significant problem in many of the portfolios we see.
Click to read more
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.