| Weekly Insight

Weekly Insight: ROTH vs. Traditional IRA

I must be living in a bubble. I thought everyone had a least one IRA or qualified retirement account. Most people I meet have more than one, yet it turns out that only 53% of households with people age 55 and older have a retirement account such as a 401(k)…

| Weekly Insight

Weekly Insight: Amazon vs. Walmart

The biggest news of the past week was Amazon’s announcement that it is buying Whole Foods. What’s the big deal? This is just a run of the mill merger in dollar terms at $13.7 billion. In fact, it ranks as only the fourth largest merger in the history of the…

| Weekly Insight

Weekly Insight: Retiring Abroad

Spending vacations abroad is becoming increasingly popular. International travel grew 8% from last year, which means that almost 67 million Americans traveled outside the U.S. The most popular travel destination for Americans is Mexico. We all love a good vacation, but have you ever considered extending your vacation…permanently? Retiring abroad…

| Weekly Insight

Weekly Insight: Robots in Retirement Homes

Last week, I asked a friend who lives in Silicon Valley and works at Google: “What is the hottest area in technology right now?” Without hesitation he said, “Machine learning/robots.” Many people have mixed feelings about robots. The common concern is that robots are going to take jobs from traditional…

| Weekly Insight

Weekly Insight: Early Retirement

Some people never want to retire. In fact, some research shows that the happiest seniors are those who continue to work, at least part-time, as long as they can. Nevertheless, others cannot wait to retire and are focused on achieving financial independence as soon as possible. Few things give you…

| 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.

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