~sierra-investment-management-9912
Where did Marshall Quan earn his degree?
What is the free-look period for California residents?
What is the tax penalty for withdrawals made before age 59 1/2?
Who co-founded Sierra Investment Management?
What closing question do the hosts ask at the end of all their interviews?
What is the goal of the proprietary trailing stop discipline in the Sierra Conservative Allocation Program?
What is Gira Patel's background and experience?
What are the investment objectives of the Sierra Conservative Allocation Program?
How does the Sierra Conservative Allocation Program manage risk?
What is the trailing stop discipline used in the program?
Who are the third parties that personal information may be sold or shared with?
What caused the yield on the 10-year U.S. Treasury to rise and fall throughout the past 12 months?
How does the Program limit the impact of a decline in an underlying holding?
What is Kristine Stromeyer's role at Sierra Investment Management?
What is Henry Reid's role at Sierra?
