Monthly Archives: December 2013

| Weekly Insight

Surevest Insight: Financial New Year’s Resolution

Happy New Years!  2013 treated investors in U.S stocks well and we are hoping for more of the same in 2014.  Every year at this time many people are making resolutions to improve themselves in the coming year.  Research shows that resolutions have the best chance of being kept if…

| Weekly Insight

Surevest Insight: Santa is Delivering Good Economic News

Merry Christmas. It seems that Santa has been delivering good economic news all year. The most recent package was a report showing that the economy grew at 4.1% during the 3rd quarter. This is only the 2nd time since the recession ended in 2009 that we have had such strong…

| Weekly Insight

Surevest Insight: Chances of Winning The Lottery

Did you find yourself fantasizing about winning the $425 million Mega Millions lottery this past week?  More importantly, did you buy a ticket?  If so, you are part of the majority of Americans (57%) who have bought at least one lottery ticket in the past 12 months.  Playing the lottery…

| Weekly Insight

Surevest Insight: Means Testing of Medicare premium

Here at Surevest, we like to say that it is always better to make more money and pay more taxes than it is to not make money and not pay taxes. People are often concerned that making more money will push them into a higher tax bracket. It is important…

| In the Media

Robert Luna’s CNBC Appearance on Closing Bell

Our very own Robert Luna, CEO or Surevest Wealth Management, discussed how the jobs report influenced the big market day on CNBC’s Closing Bell         Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good…

| In the Media

USA Today: Mistakes to Avoid in Retirement

Rodney Brooks of USA Today quotes Jeremy Kisner, CFP, President at Surevest Wealth Management, in an article about mistakes to avoid in retirement. Kisner weighs in on how claiming Social Security too early is a bad move. “A better move would have been not to claim it till a later…

| Weekly Insight

Surevest Insight: Bull Market has Room to Run

We hope your holidays got off to a nice start.  The S&P continued its recent bull run in November but has stalled a bit so far in December. Many market skeptics have egg on their face and are predicting that everything will come crashing down. The folks over here at Surevest Wealth…

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