Monthly Archives: November 2013

| Weekly Insight

Surevest Insights: Are you ready for the holiday shopping season?

Are you ready for the holidays? No, we are not talking about Thanksgiving and Christmas. We are talking about Black Friday and Cyber Monday. These are “make or break” holidays for the nation’s retailers and they are pulling out all the stops this year. With holiday shopping on the minds…

| Weekly Insight

Your Changing Risk Tolerance

Almost exactly one year ago (11/26/12) Time magazine ran an article titled “Why Stocks are Dead”. The article put forth a compelling story, quoting the top minds at PIMCO, Mohamed El-Erian and Bill Gross. Turns out they were wrong, at least so far. The S&P 500 has gained +30% since…

| Weekly Insight

Mom-and-Pop Investors and Portfolio Discipline

The big headline this week in the Wall Street Journal was that mom and pop investors are getting back in the stock market.  That is consistent with the long-term trend of retail investors chasing whatever is hot.  Investors withdrew hundreds of billions of dollars since the market hit bottom in…

| In the Media

Robert Luna returned to CNBC “Street Signs” Nov. 6th

In anticipation of Twitter’s upcoming initial public offering, Robert joined CNBC to lend his thoughts on why an IPO can be a risky investment. He weighed in on several IPOs released in 2013 and explained his top picks of the year. Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a…

| Weekly Insight

Social Security changes for 2014

The good news is everyone collecting Social Security retirement benefits will get a raise in January.  The bad news is it will only be 1.5%. That translates to $19 more per month for the average individual who will now collect $1,294. Since this impacts some of our clients here at Surevest…

| Weekly Insight

Surevest Capital Management Rebrands as Surevest Wealth Management

Surevest Capital Management was founded in 2002 by Robert Luna in order to bring his experience of working with institutions to retail investors. The term “capital” resonates more with institutional investors than it does with the mid to high net worth investors that the firm works with today. As a…

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