| In the Media

CNBC: Amazon going to $1K

Discussing the current state of the markets with Robert Luna, Surevest Wealth Management; Paul Dietrich, Fairfax Global Markets; Stephen Guilfoyle, TheStreet.com; and CNBC’s Rick Santelli.

| Weekly Insight

Weekly Insight: How Long Can This Bull Market Last?

People have been asking me for the last year: “How long can this bull market last?” The answer is: a while longer. Usually, investors ask this question because they are trying to time the market. Bad idea. The real question they are asking is: “Should I get out of the…

| Weekly Insight

Weekly Insight: Preparing Kids to Inherit Wealth

It comes as no surprise that the largest wealth transfer in history will unfold over the next 30 years as Baby Boomers leave their assets to their children and grandchildren. There’s an army of estate planning attorneys and financial advisors who are ready, willing, and able to help with the…

| In the Media

CNBC: Disney Pipeline is Large

Is it time to buy Disney? Robert Luna, Survest Wealth Management CEO, and Brian Weiser, Pivotal Research Group, discuss Disney’s expectations in earnings.

| Weekly Insight

FAQs About Social Security Benefits

Social Security is always a hot topic, even though there haven’t been many changes since 2015, when congress eliminated the file-and-suspend and restricted application claiming strategies. Nevertheless, here is an updated version of Frequently Asked Questions about Social Security from our book: A Good Financial Advisor Will Tell You… Can…

| Weekly Insight

Weekly Insight: When Annuities Make Sense

There has never been a financial product that is more misunderstood, misrepresented, or over-sold than annuities. I am the first to admit that annuities have drawbacks (e.g. fees, surrender charges, and limited growth potential). That being said, I firmly believe that annuities can be a great fit for many retirees….

| Weekly Insight

Weekly Insight: Should Retirees Keep Their Life Insurance

Often retirees own life insurance that they bought many years ago when their needs were different. The purpose of most life insurance policies is to make sure your family will be okay if you are no longer around to earn a paycheck. So, now that you have burned your business…

| Weekly Insight

Weekly Insight: Self Driving Cars

The idea of a self-driving (autonomous) car is just about as old as cars themselves.  However, advances in radar, laser light, GPS, odometry, and computer vision are going to make self-driving cars a reality sooner than most people think.  Currently, the versions of automated cars permitted on public roads are not fully autonomous. They…

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