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  • More
    • Home
    • Why Choose Us
    • Who We Are
    • WHERE YOU HAVE SEEN US
    • By Women. For Women.
      • Women and Wealth Blog
      • Monthly Commentaries
      • Women & Wealth Reports
      • Education
  • Home
  • Why Choose Us
  • Who We Are
  • WHERE YOU HAVE SEEN US
  • By Women. For Women.
    • Women and Wealth Blog
    • Monthly Commentaries
    • Women & Wealth Reports
    • Education

Latest Media

Terri Named Top 10 Inspiring Women

Terri Named Top 10 Inspiring Women

Terri Named Top 10 Inspiring Women

Terri's efforts to educate and assist women with their wealth earned her top accolades.

Business Insider Profile article

Terri Named Top 10 Inspiring Women

Terri Named Top 10 Inspiring Women

https://www.businessinsider.com/investing-stock-market-advice-volatile-markets-inflation-wealth-buy-sell-2022-5

Debt ceiling and more

Terri Named Top 10 Inspiring Women

Talking international stocks and recession

Debt ceiling, inflation and more - Terri talks with the anchors of Bloomberg on what to do with your money.

Talking international stocks and recession

Yes - the Federal Reserve may CUT rates in 2023 (April 2023)

Talking international stocks and recession

It's always upbeat and interesting to talk money with Chuck Jaffe.

https://moneylifeshow.libsyn.com/zuma-wealths-spath


Yes - the Federal Reserve may CUT rates in 2023 (April 2023)

Yes - the Federal Reserve may CUT rates in 2023 (April 2023)

Yes - the Federal Reserve may CUT rates in 2023 (April 2023)

We talk the latest on US stocks, international stocks and all flavors of bonds. Check out the interview here:

https://www.msn.com/en-ie/money/other/fed-will-have-to-cut-rates-this-year-zuma-s-spath-says/vi-AA19PUFE

Select Recent Media

Terri comments on inflation and oil on Bloomberg TV

Terri comments on inflation and oil on Bloomberg TV

Terri comments on inflation and oil on Bloomberg TV

OPEC is cutting output. What does that mean for investors? Terri jumps on to Bloomberg TV to provide insights. Watch the clip here:

https://www.bloomberg.com/news/videos/2023-03-08/zuma-wealth-s-spath-on-the-us-markets-video

My Worst Investment Ever

Terri comments on inflation and oil on Bloomberg TV

Terri comments on inflation and oil on Bloomberg TV

We enjoyed an entertaining, thoughtful and productive conversation with Andrew Stotz.

https://myworstinvestmentever.com/episodes/page/2/

How to Invest Even if we are in a Recession

Terri comments on inflation and oil on Bloomberg TV

Sharpen Your Pencil - There are Opportunities

 https://www.bloomberg.com/news/videos/2023-01-25/zuma-wealth-cio-spath-on-markets-video 

Sharpen Your Pencil - There are Opportunities

Sharpen Your Pencil - There are Opportunities

Sharpen Your Pencil - There are Opportunities

 https://www.bloomberg.com/news/videos/2022-12-19/getting-closer-to-upside-trend-in-stocks-zuma-cio-spath 

Inflation and How To Invest (Nov 2022)

Sharpen Your Pencil - There are Opportunities

Inflation and How To Invest (Nov 2022)

Inflation and How to Invest in Today's Market
https://www.bloomberg.com/news/videos/2022-11-29/bloom

https://www.bloomberg.com/news/videos/2022-11-29/bloomberg-market-s-the-close-11-28-2022

Rates could drop in 2023 (Oct 2022)

Sharpen Your Pencil - There are Opportunities

Inflation and How To Invest (Nov 2022)

Rates could drop in 2023 - here's why.

https://www.bloomberg.com/news/videos/2022-10-11/credit-suisse-abrams-on-asia-s-chip-sector-amid-us-curbs-video

Spiking Treasury Yields (Sep 2022)

Spiking Treasury Yields (Sep 2022)

Spiking Treasury Yields (Sep 2022)

As yields spike, Terri weighs in on the markets during The Close on Bloomberg TV.

Terri weighs in on bonds and stocks as Treasury yields and gilts spike.

https://www.bloomberg.com/news/videos/2022-09-27/bloomberg-markets-the-close-09-26-2022

Terri Named Top 10 Inspiring Women

Spiking Treasury Yields (Sep 2022)

Spiking Treasury Yields (Sep 2022)

Terri's efforts to educate and assist women with their wealth earned her top accolades.

Commentary post-Jackson Hole

Spiking Treasury Yields (Sep 2022)

Seeking Opportunities in a Sea of Red

https://twitter.com/bloombergtv/status/1564353482500571137


Seeking Opportunities in a Sea of Red

Seeking Opportunities in a Sea of Red

Seeking Opportunities in a Sea of Red

On June 24, Terri appeared on Bloomberg TV to encourage investors to seek opportunities in the "sea of red" that has defined 2022.

Business Insider Profile article

Seeking Opportunities in a Sea of Red

Business Insider Profile article

https://www.businessinsider.com/investing-stock-market-advice-volatile-markets-inflation-wealth-buy-sell-2022-5

Bloomberg TV's "The Close"

Seeking Opportunities in a Sea of Red

Business Insider Profile article

Bloomberg TV in mid-May 2022 commenting on the continued sell-off in stocks (and bonds).

MoneyLife podcast with Chuck Jaffe

Sought out market expert- Bloomberg

Sought out market expert- Bloomberg

https://moneylifeshow.libsyn.com/zuma-wealths-spath-murky-market-is-correcting-now

https://moneylifeshow.libsyn.com/zuma-wealths-spath-murky-market-is-correcting-now

Sought out market expert- Bloomberg

Sought out market expert- Bloomberg

Sought out market expert- Bloomberg

https://www.youtube.com/watch?v=eSm3reGXZRg

CNBC regular contributor

Sought out market expert- Bloomberg

CNBC regular contributor

https://www.cnbc.com/video/2020/10/08/fiscal-stimulus-is-very-important-for-the-economy-sierra-mutual-funds-chief-investment-officer.html

Business Insider profile

Bloomberg regular contributor

CNBC regular contributor

https://www.businessinsider.com/coronavirus-investing-strategy-beating-the-market-in-downturns-terri-spath-2020-4

CityWire cover article

Bloomberg regular contributor

Bloomberg regular contributor

https://citywireusa.com/professional-buyer/news/sierras-selection-strategy-2bn-ria-reveals-how-pms-make-the-cut/a988382

Bloomberg regular contributor

Bloomberg regular contributor

Bloomberg regular contributor

https://www.bloomberg.com/news/videos/2019-10-02/risk-off-story-is-more-stealth-than-investors-thought-says-sierra-mutual-funds-s-cio-video

Kiplinger, Barron's New York Times...

Kiplinger, Barron's New York Times...

Kiplinger, Barron's New York Times...

https://www.kiplinger.com/investing/stocks/stocks-to-buy/601756/where-to-invest-in-2021

Meb Faber's podcast

Kiplinger, Barron's New York Times...

Kiplinger, Barron's New York Times...

https://mebfaber.com/2020/12/09/episode-270-terri-spath-sierra-investment-management-we-use-a-quantitative-rules-based-process-to-go-risk-on-risk-off/

Recent press

Kiplinger, Barron's New York Times...

COVID-19 commentaries

https://www.riachannel.com/sierra-investment-managements-spath-on-preserving-wealth/?partnerref=RIAS

https://www.riachannel.com/sierra-investment-managements-spath-on-preserving-wealth/?partnerref=RIASocial

COVID-19 commentaries

TD Ameritrade Conference highlight

COVID-19 commentaries

https://tdameritradenetwork.com/video/rB4AoXIcHTCBci66ID8E2w

TD Ameritrade Conference highlight

TD Ameritrade Conference highlight

TD Ameritrade Conference highlight

https://www.investmentnews.com/video/178782

Orion Podcast

TD Ameritrade Conference highlight

TD Ameritrade Conference highlight

https://anchor.fm/the-weighing-machine/episodes/Episode-55-USA--USA---Guest-Ocean-Parks-Terri-Spath-ed49cs

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We are a fee-only fiduciary advisor with the investment chops and perspective that come from managing billions of dollars during the bull and bear markets of the past 25 years. 

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