Web18 Feb 2024 · Terri Spath, CFA, CFP® Founder and Chief Investment Officer at Zuma Wealth Published Feb 18, 2024 + Follow Five lessons learned so far in 2024 1. Stocks and Even Bonds Sometimes Go Down (but the... Web12 Nov 2024 · Terri Spath, CIO of Sierra Mutual Funds, joined Yahoo Finance Live to discuss her outlook for the market and the sectors of the market she's turning to for safety amid market uncertainty.
Ep651: Terri Spath – Always Know When to Buy and When to Fold
Web27 Oct 2024 · Terri Spath, CFA, CFP® Founder and Chief Investment Officer at Zuma Wealth Published Oct 27, 2024 + Follow Inflation has been hitting everyone’s wallets all year. With ... WebIn episode 270, we welcome our guest, Terri Spath, Chief Investment Officer and Portfolio Manager at Sierra Investment Management, where she's responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions. In today's episode, we're talking about her rules based approach to investing. sample winforms
Fed Will Have to Cut Rates This Year, Zuma
WebBIO: Terri Spath is the founder and CIO of Zuma Wealth LLC and has earned top performance marks stewarding billions of dollars at large investment shops through the booms and busts of the past quarter-century. STORY: At the height of the Dotcom boom, Terri bought—on behalf of clients—some terrific companies because she knew how to … Web31 Jan 2024 · Terri Spath has been passionate about investing since she was a teenager. While most girls her age were learning to drive, Spath was learning about stocks. For her … WebAbout Terri Spath, CFP®, CFA. Terri founded Zuma Wealth after a quarter-century managing money at other firms and believing that she can serve clients even better. She has … sample wine test