The November Investment Planning Knowledge Circle call will be held on Tuesday, November 27th at 3pm ET.
We are late in the market cycle, rates are trending higher, volatility has risen sharply, a process is critical to navigate the changing trends.
Terri Spath, with Sierra Investment Management, will be presenting, "Pathways: Fifth Set, No Tiebreaker - A Late Cycle Game Plan".
Ms. Terri Spath, CFA, CFP is Chief Investment Officer at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management. She is responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions at the firm. Terri previously served as Deputy Chief Investment Officer at Mercer Global Advisors. Her extensive experience in the financial services industry includes portfolio management and analyst responsibilities at Franklin Templeton, Fidelity Investments and RSF Capital Management.
Terri holds the Chartered Financial Analyst and the Certified Financial Planner™ designations. She earned an MBA from Columbia Business School and an A.B. from the University of Michigan.