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Financial News

8.15.2011
The Mutual Fund Merry-Go-Round
Individual investors should take control of their financial destinies, educate themselves, avoid sales pitches and invest in a well-diversified portfolio of low-cost index funds.
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1.27.2011
Sierra Nevada Wealth to Help NFL Players in case of Lockout
Please see the attached press release, “Sierra Nevada Wealth to Waive Management Fees in case of NFL Lockout.”
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1.24.2011
Put client interests first? Horror!

In poll after poll, the public continues to indicate that they believe brokerage houses are required to operate in the clients’ best interests. Unfortunately, most learn the hard way that this is 100% false.
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11.22.2010
Portfolio Management, 101
In many ways, the essence of portfolio management is managing the relationships between the assets in your portfolio.
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11.1.2010
Sierra Nevada Wealth Mangement Acquires Trust Company
Check out the press release on the latest news from Sierra Nevada Wealth Management.
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9.28.2010
Retirees Duped into Risky Investments

Structured notes are just the latest example of individual investors being pushed into sophisticated investments, with risks either lacking disclosure or product complexity being so high that the average investor has no idea of what they are being sold.
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9.1.2010
A Wise Year for Giving?

While much attention has been given to the fact that there is no estate tax this year, there is another way to help your heirs this year.
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8.11.2010
Selecting and Sizing Alternative Investments

This recent article, written by Greg Crawford, details how alternative investments can improve the diversification and performance characteristics in portfolios.
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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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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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ETFs for the Wealthy

Posted: 7/29/2010

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.

This short article, from “Private Wealth Magazine,” details the increasing trend of utilizing ETFs in very large investment accounts for wealth protection. They are cost-effective, provide tax management opportunities, and are offering increasingly diverse exposure to new assets classes. Portfolio hedging strategies are also easier to use with these investment vehicles.

We use exchange traded funds regularly for our clients. If you would like to see how ETFs can benefit your portfolio design, please call Sierra Nevada Wealth Management at 775-297-4681.