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7.30.2010
Market Update Podcast
Listen in for the latest financial market news!
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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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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.
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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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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.
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12.16.2009
The Closet Indexing Problem
This is a significant problem in many of the portfolios we see.
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Podcasts
Markets Fight off Disappointing GDP Data
Sierra Nevada Wealth Management
Chris and Greg discuss the market trading today, which gradually recovers from an opening sell-off due to a weaker than expected GDP figure. The 10-treasury continues to be a source of worry for the equity markets.
Duration:
3:30
Publish Date: 7/30/2010 - 2:19:00 PM
File Name: July30marketupdate2010.mp3 | File Size: 3.7 MB
Mixed News Again; Markets Drift Down
Sierra Nevada Wealth Management
Phil and Greg discuss the earnings, economic data and Federal Reserve Bank President (St. Louis) comments which put modest pressure on the equity markets today.
Duration:
7:00
Publish Date: 7/29/2010 - 4:50:00 PM
File Name: July29marketupdate2010.mp3 | File Size: 7.3 MB
Economic Data Uninspiring
Sierra Nevada Wealth Management
Greg and Phil discuss the economic data released today, as well as corporate earnings which added to market concerns regarding long-term economic growth.
Duration:
10:00
Publish Date: 7/28/2010 - 5:09:00 PM
File Name: July28marketupdate2010.mp3 | File Size: 10 MB
Market Holds Steady; 2 and 10 year Treasuries Diverge
Sierra Nevada Wealth Management
Greg and Phil discuss the mixed market activity today, which was considered favorable given recent gains and a weaker consumer confidence figure. The treasury market is also discussed.
Duration:
8:00
Publish Date: 7/27/2010 - 4:49:00 PM
File Name: July27marketupdate2010.mp3 | File Size: 8.5 MB
Fed Ex Lifts Markets
Sierra Nevada Wealth Management
Greg and Phil discuss the continued strength in the equity markets, and the upcoming economic calendar.
Duration:
7:30
Publish Date: 7/26/2010 - 5:19:00 PM
File Name: July26marketupdate2010.mp3 | File Size: 7.8 MB
Dow Up Over 3% For The Week
Sierra Nevada Wealth Management
News from GE and the Euro Stress Tests gave investors a reason to bid the market today. Dow up over 3% for the week. Listen in as Phil and Greg go over todays market moves.
Publish Date: 7/23/2010 - 3:45:00 PM
File Name: July23marketupdate2010.mp3 | File Size: 6 MB
Market Snaps Back on Data, Europe and Earnings
Sierra Nevada Wealth Management
Greg and Phil discuss the economic data, both in the US and Europe, as well as strong earnings news which lifted the markets strongly today. Also, did Bernanke back peddle today?
Duration:
7:00
Publish Date: 7/22/2010 - 4:01:00 PM
File Name: July22marketupdate2010.mp3 | File Size: 7.6 MB
Market Drops on Bernanke Comments
Sierra Nevada Wealth Management
Greg and Phil discuss a mild day in the markets, until comments from Bernanke rekindled growth and employment concerns.
Duration:
10:00
Publish Date: 7/21/2010 - 4:36:00 PM
File Name: July21marketupdate2010.mp3 | File Size: 10.3 MB
Markets Rally off Great Earnings News
Sierra Nevada Wealth Management
The equity markets rallies into the close after some great earnings news from Apple. Homebuilders also rallied today, whiched helped. The 10 Tres is still below 3%.
Publish Date: 7/20/2010 - 2:34:00 PM
File Name: July20marketupdate2010.mp3 | File Size: 7.3 MB
Monday Trading Digests Friday Action
Sierra Nevada Wealth Management
Greg and Phil discuss the trading action today which was driven by Friday's sell-off and why two banks dominated the market volume today. The economic calendar for the week is also reviewed.
Duration:
8:00
Publish Date: 7/19/2010 - 5:19:00 PM
File Name: July19marketupdate2010(2).mp3 | File Size: 8 MB
Monday Trading Digests Friday Action
Sierra Nevada Wealth Management
Greg and Phil discuss the trading action today which was driven by Friday's sell-off and potential trading strategies. The economic calendar for the week is also reviewed.
Duration:
8:00
Publish Date: 7/19/2010 - 5:01:00 PM
File Name: July19marketupdate2010(1).mp3 | File Size: 8 MB
Data and Earnings Drag Markets
Sierra Nevada Wealth Management
Greg and Chris discuss the poor consumer confidence data and lackluster earnings which led to selling pressure in the equity markets today.
Duration:
7:30
Publish Date: 7/16/2010 - 1:35:00 PM
File Name: July16marketupdate2010.mp3 | File Size: 9.8 MB
Market Holds Recent Gains
Sierra Nevada Wealth Management
Greg and Chris discuss the equity markets recent resilience despite some less than encouraging data.
Duration:
7:30
Publish Date: 7/15/2010 - 2:45:00 PM
File Name: July15marketupdate2010.mp3 | File Size: 7.7 MB
Fed Lowers Growth Outlook
Sierra Nevada Wealth Management
Chris and Greg discuss the Federal Reserve growth and inflation outlook, which were lowered today. How to manage a portfolio in a low return environment is also discussed.
Duration:
7:15
Publish Date: 7/14/2010 - 5:09:00 PM
File Name: July14marketupdate2010.mp3 | File Size: 7.6 MB
6th Straight Day of Gains
Sierra Nevada Wealth Management
Phil and Greg discuss the strong market action today, following an encouraging start to earnings season.
Duration:
6:45
Publish Date: 7/13/2010 - 4:02:00 PM
File Name: July13marketupdate2010.mp3 | File Size: 7 MB
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