Observations and Perspectives: Traditional Bonds = Risky Parachutes

During the short nine days of trading from late January to February 8, the S&P 500 fell like a skydiver leaping out of a plane: fast and down. In a classic flight-to-quality response, investors pulled their parachutes, socking billions into the largest ETFs tracking the widely-watched Bloomberg Barclays U.S. Aggregate Bond Index (the “Barclays Aggregate”). This time, though, it didn’t work.

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Barron's

Where the Best Bond Opportunities Are Now

Interest rates are generally higher since the end of last year—and the nearly decade-long economic recovery can’t last forever. Both are putting pressure on individual portfolios.

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6261-NLD-3/29/2018


Sierra Group of Companies Reaches over $3 Billion in Assets

The firm has experienced rapid growth over the last two years

Santa Monica, CA (February 13, 2018) – The Sierra Group of Companies ("Sierra") is proud to announce that as of 12/31/17, the firm has reached over three billion dollars in combined assets under management and assets under advisement.

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Wright: For 10% Bond Returns, Look to Munis

Barron's Video| 3.28.2017

It's time to take profits in high-yield corporate bonds and buy high-yield municipals, says Sierra Strategic Income Fund co-manager David Wright.

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