Web21 Mar 2024 · Terri Spath, founder and chief investment officer at Zuma Wealth, says that stock market and economic conditions have her lightening up on technology stocks but adding to commodities, going up to her traditional limits on commodities because that's where managers can deliver a better return in markets currently affected by the war in … Web12 Nov 2024 · Terri Spath, CIO of Sierra Mutual Funds, joined Yahoo Finance Live to discuss her outlook for the market and the sectors of the market she's turning to for safety amid market uncertainty.
Terri Spath, CFA, CFP® - LinkedIn
Web9 Dec 2024 · Guest: Terri Spath is Chief Investment Officer and Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management. She joined Sierra in 2015 and is responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions at the firm. WebTerri Spath, CFA, CFPFounder & Chief Investment OfficerZumaWealth. Many women feel overwhelmed, overlooked and underserved in their financial lives. Terri Spath, CFA, CFP® … one holland
5 Lessons Learned so far in 2024
WebYou deserve holistic and customized advice. You deserve holistic, customized guidance so you can do with your wealth and your future as you please. We know what it is like to feel … Web3 Apr 2024 · Terri Spath, Zuma Wealth Founder & CIO, discusses the likely impact of the shock OPEC+ production cut, her views on the Fed's policy path and her investment strategy. She speaks in "Bloomberg... WebIn episode 270, we welcome our guest, Terri Spath, Chief Investment Officer and Portfolio Manager at Sierra Investment Management, where she's responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions. In today's episode, we're talking about her rules based approach to investing. is beetroot juice bad for you