Monthly Archives: March 2014

| Weekly Insight

Weekly Insight: How much house can I afford?

Your mortgage broker needs to know two things in order to tell you how much you can borrow: your income and your recurring monthly debt obligations. These two numbers are used to determine your debt to income ratio (DTI). The debt figure includes all loan payments such as minimum monthly…

| In the Media

CNBC: Investment Strategy For Spring 2014

Robert Luna, Chief Investment Officer for Surevest Wealth Management, shares his best stock picks for warmer weather. He likes Lululemon. They enjoy a loyal following even after some hiccups over the last year and are, quite possibly,  bottoming out as a stock. He projects it will get back to the…

| Weekly Insight

Weekly Insight: Stress & Money

  Virtually every economic indicator shows the economy moving in the right direction. Consumer sentiment has been on a steady rise and corporate profits just hit a new all-time high (9.8% of revenues). Foreclosures and credit card delinquencies, on the other hand, are way down. You would think all this…

| In the Media

Phoenix Focus: Best and Worst Investment Moves

In the March/April 2014 issue of Phoenix Focus magazine, Cynthia Ramnarace quotes Jeremy Kisner, CFP, president of Surevest Wealth Management, in an article discussing the best and worst investment moves to make. He weighs in on where investors can get the best return for their money and lends insight on ensuring…

| Weekly Insight

Weekly Insight: What’s your fair share?

Are you working on your taxes yet? For most people, 2013 tax rates and rules will be similar to what you experienced in 2012. “High income” earners, on the other hand, will be feeling the effects of the American Taxpayer Relief Act of 2012. The bill’s name is misleading because it didn’t…

| Weekly Insight

Weekly Insight: Bye Bye Shopping Malls

The Great One, Wayne Gretzky, is famous for saying, “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” The same analogy can be used with investors (minus the hockey puck). We want to invest in the industries and…

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