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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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Privacy Policy of Sierra Nevada Wealth Management LLC
Updated: May 27, 2008

Welcome! Sierra Nevada Wealth Management LLC recognizes the importance of customer privacy and the need to protect information that users of the company.com Web site provide to us. This Privacy Policy explains our data collection practices and use for our online operations. Please read our complete Privacy Policy. Sierra Nevada Wealth Management LLC will occasionally update this Privacy Policy. When we do, we will also revise the "last updated" date at the top of this Privacy Policy. This Privacy Policy is part of, and governed by, the Sierra Nevada Wealth Management LLC Terms and Service of Web Site Use and this Privacy Policy is incorporated therein.

 

General Policy

Investment advisors, like all providers of personal financial services, are now
required by law to inform their clients of their policies regarding privacy of client
information. Investment advisors have been and continue to be bound by
professional standards of confidentiality that are even more stringent than those
required by law. Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you that is either provided to
us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION

For current and former clients, we do not disclose any nonpublic personal
information obtained in the course of our practice except as required or
permitted by law. Permitted disclosures include, for instance, providing
information to our employees and, in limited situations, to unrelated third
parties who need to know that information to assist us in providing services to
you. In all such situations, we stress the confidential nature of information being
shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT
AND FORMER CLIENT’S INFORMATION

We retain records relating to professional services that we provide so that we are
better able to assist you with your professional needs and in some cases, to
comply with professional guidelines. In order to guard your nonpublic personal
information, we maintain physical, electronic, and procedural safeguards that
comply with our professional standards.

 

Web Server Cookies and Log Files

Sierra Nevada Wealth Management LLC uses cookies to identify different types of Web site users. A cookie is a small piece of information that is sent by our Web server, stored on your PC's hard drive, and used by your Web browser. Sierra Nevada Wealth Management LLC uses cookies to identify the type of customer using the Web site. If you disable cookies you may not be able to use the Sierra Nevada Wealth Management LLC Web site.

Like most standard Web site servers we use log files. This includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, platform type, date/time stamp, and number of clicks to analyze trends, administer the site, track user's movement in the aggregate, and gather broad demographic information for aggregate use. IP addresses etc. are tied to personally identifiable information to enable our Web based service.

Customer Data Protection

Sierra Nevada Wealth Management LLC will not reveal customer data to third parties including third party affiliates, software publishers, our sales representatives or other entities.

We use customer data for these primary purposes:

Children's Privacy (Under the Age of 13)
Sierra Nevada Wealth Management LLC takes children's privacy seriously. We do not seek to collect personal information about children through our Web site. If we become aware that a person submitting personal information to us through any part of our Web site is a child, we delete the information as soon as we discover it and do not use it for any purpose, nor do we disclose it to third parties. Since we do not seek to collect any personal information about children, and we delete information collected inadvertently as soon as we discover that a child has submitted it, we typically retain no information about children that could be reviewed or deleted. If a parent requests review or deletion of information about their child before we have discovered and deleted the information, then we will of course honor that request.

Email Policy

Sierra Nevada Wealth Management LLC periodically uses email to send newsletters, notify customers of information, and to send updates about services and products we're offering. We use the email addresses you provide during registration or otherwise for these purposes. Customers and Web site users can indicate whether or not they wish to receive email messages from us.

Links

This Web site contains links to other sites. Please be aware that we, Sierra Nevada Wealth Management LLC, Inc., are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site. This privacy policy applies solely to information collected by this Web site.