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Select Recent Media

My Worst Investment Ever

Sharpen Your Pencil - There are Opportunities

How to Invest Even if we are in a Recession

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

Sharpen Your Pencil - There are Opportunities

How to Invest Even if we are in a Recession

 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)

Inflation and How To Invest (Nov 2022)

Sharpen Your Pencil - There are Opportunities

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)

Inflation and How To Invest (Nov 2022)

Rates could drop in 2023 (Oct 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)

Inflation and How To Invest (Nov 2022)

Rates could drop in 2023 (Oct 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

Seeking Opportunities in a Sea of Red

Terri Named Top 10 Inspiring Women

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

Commentary post-Jackson Hole

Seeking Opportunities in a Sea of Red

Terri Named Top 10 Inspiring Women

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

Business Insider Profile article

Seeking Opportunities in a Sea of Red

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

Bloomberg TV's "The Close"

Business Insider Profile article

Bloomberg TV's "The Close"

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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March 2023 is Women's History Month

In honor of Women's History Month 2023, we re-release our groundbreaking study of Women and Wealth uncovering a big surprise, busting a long-held myth and identifying an important trend. Get the report here.

Get the Report Here