Terri Spath CFA, CFP

Terri Spath CFA, CFP, is chief investment officer at Sierra Investment Management, a financial advisory firm that manages $3.4 billion in assets, Santa Monica, California. ­SierraInvestment.com

5 Money Mavens Reveal Their Most Memorable Mistakes
Personal Finances

5 Money Mavens Reveal Their Most Memorable Mistakes

Terri Spath CFA, CFP | April 8, 2019

Even some of the country’s shrewdest financial pros have made big mistakes with their money. Here are their confessions so you don’t make those mistakes.

Are You Prepared for the End of the Bull Market?
Portfolio Strategy

Are You Prepared for the End of the Bull Market?

Terri Spath CFA, CFP | November 16, 2017

To help you tilt your investment approach to a more defensive stance, we asked five experts what smart moves you could make right now.