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Financial News
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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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.