Are Consumers Running on Fumes? March 2024

James St. Aubin | 3/4/2024

Surprisingly, consumer demand has remained robust, despite the highest inflationary pressures in more than 40 years. The question is: how long can this last, and what are the implications when consumer spending stops? Hear insights from Chief Investment Officer James St. Aubin in March’s Investment Insights.


Pivot Party - December 2023

James St. Aubin | 12/19/2023

CIO James St. Aubin offers perspective on the Fed's recent meeting and rate decisions.


A Time and A Place for Everything: Current Opportunities in Fixed Income Investing

CIS Ryan Harder | 10/17/2023

Chief Investment Strategist Ryan Harder explains why duration has been out of favor in 2023 and compares fixed income indexes.


2023 Q4 Quarterly Update Letter

Sierra Mutual Funds | 1/19/2024

This quarterly letter covers what happened during the fourth quarter of 2023, how our investment disciplines responded, and provides an outlook for the coming months.


A Delicate Balance: October 2023

Sierra Mutual Funds | 10/10/2023

Investor anxiety remains heightened. With more than a century of experience under its belt, the Fed has seen many business cycles, but none that compare to today's. Hear more from CIO James St. Aubin.