Monthly Archives: October 2013

| Weekly Insight

How The Economy Works

Let’s face it; most people do not want to know how a watch works.  They just want to know what time it is.  The same is true for economics.  Most people don’t really want to know why we have business cycles, they just want the good times to continue and…

| Weekly Insight

The New Life Expectancy

It is often said that the biggest threat to your finances is living too long. I am sure that was not much of a concern back in the year 1900 when the average life expectancy was only 46 years old. Today it is 78 and growing by approximately 2 months…

| In the Media

On Bloomberg, Luna Says Social Media Creates Client Communication (Audio)

Robert Luna, the chief executive officer and chief investment officer of SureVest, says social media is a good real-time communication tool with their clients. Luna talked with Bloomberg’s Pimm Fox and Carol Massar on Bloomberg Radio’s “Taking Stock.” Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior…

| Market Commentary, Weekly Insight

3rd Quarter Commentary, 2013

Today’s commentary provides a recap of the 3rd quarter and expectations going forward. We are pleased to report that all of our portfolios reporting for the full third quarter experienced positive net performance. The quarter was a challenging period for many asset classes such as bonds, real estate, and commodities….

| In the Media

Financial Advisor Magazine: How Social Security Benefits are Calculated

Jeremy Kisner, President of Surevest is quoted by Financial Advisor Magazine regarding the impact of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) on the calculation of Social Security Retirement benefits.  Kisner explains  “Some people are overestimating what they will receive in retirement. For some, this can be…

| Weekly Insight

Uncertainty Saps Market Momentum

We really wanted to write about something other than the debt ceiling and continued gridlock in Washington but that is the story that is sucking all of the air out of the room.  Markets do not like uncertainty.  Originally investors were not too concerned. However, as the impasse drags on…

| Weekly Insight

Government Shutdown is Here

We really wanted to write about something this week other than a government shutdown. However, it is impossible to ignore the pink elephant in the room, so here it is in a nutshell: Each year, the House and Senate are supposed to agree on 12 appropriations bills to fund the…

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