Monthly Archives: February 2013

| In the Media

Wall Street Journal, “12 Debt Myths”

Rachel Ensign of The Wall Street Journal quotes Jeremy Kisner, CFP, president at Surevest Capital Management, in an article discussing 12 debt myths that often trip up consumers. Kisner weighs in on when mortgage and home-equity interest is deductible. “Typical threshold is even lower on home-equity debt. If you’re using…

| In the Media

Chuck Jaffe of MarketWatch.com, “Investment Strategies for Lifestyle”

Chuck Jaffe of MarketWatch.com interviews Robert Luna, CIMA, CEO and chief investment officer at Surevest Capital Management, on his internet radio show. During the segment, Luna discusses investment strategies that are consistent with lifestyle preservation in mind. “There will be some ups and downs, but investors need to look at…

| In the Media

Barrons, “Equities In Place of Bonds”

Sarah Max of Barron’s features Jeremy Kisner, CFP, president at Surevest Capital Management, in an article discussing how investors may now begin to utilize equities in place of bonds. Kisner shares his reasoning for this movement. “It’s not just a matter of bonds being overvalued, but that these yields will…

| In the Media

CNBC, 22 Days Till Automatic Spending Cuts

The so-called “sequestration” deadline is 22 days away. What might happen to stocks if Congress fails to reach a solution, with Robert Luna of Surevest Capital Management and Michael Farr of Farr, Miller & Washington.

| In the Media

Wall Street Journal, “Alternative Investments”

Rachel Louise Ensign of The Wall Street Journal quotes Robert Luna, CIMA, CEO and chief investment officer at Surevest Capital Management, in an article highlighting the results of a readers’ survey that determined many investors allocate a large portion of their portfolio toward alternative investments. “Whether it’s a 22-year-old or…

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