Monthly Archives: May 2014

| Weekly Insight

Weekly Insight: Still Cheaper to Buy than Rent

One of the biggest financial decisions people make is whether to buy or rent their place of residence. It was generally accepted that buying was the wealth maximizing strategy prior to the housing bust of 2006-2011. Now, many people are not as enamored with the idea of homeownership as they…

| Weekly Insight

Weekly Insight: Planned vs. Actual Retirement Age

One of the questions on every pre-retiree’s mind is: “When should I (or can I) retire?” A recent poll from Gallup shows that the average age at which Americans actually retire is now 62. Actual retirement age has been on the rise since 2004 for a variety of reasons. The…

| In the Media

CNBC: Is Google’s Tax Policy Evil?

A group of shareholders are asking Google to practice what it peaches and stop exploiting tax loopholes. Robert Luna, Surevest Wealth Management, explains why it’s not their responsibility to correct the tax code. Transcript from Video: Robert states it’s not Google’s responsibility or even within their capabilities to set global tax code. what is in…

| Weekly Insight

Weekly Insight: Great Jobs, Great Lives

A few months back, I wrote a blog post titled “Is College Worth the Cost?” This past week, the Gallup organization in conjunction with Purdue University shed more light on the specific higher education decisions and experiences that lead to better life satisfaction. Their landmark study, called Great Jobs Great…

| In the Media

CNBC: Healthy Rotation

Discussing whether it matters the market closes at an all-time high, and the overall health of the market, with independent investment consultant David Darst, and Robert Luna, Surevest Wealth Management.   Transcript from Video: Joining me now, Robert Luna CEO, of Surevest Wealth Management. Will i matter if we finish…

| Weekly Insight

A Good Financial Advisor Will Tell You…

A Good Financial Advisor Will Tell You… Since our book, titled “A Good Financial Advisor Will Tell You…,” was published a couple years ago, it has become a bit of a sensation and garnered rave reviews on Amazon,  About.com, and City Book Review. It is not a stereotypical introduction to…

| In the Media

Bankrate.com: What’s new with long-term care insurance?

Jeremy Kisner, president of Surevest Wealth is quoted throughout this article on changes in the Long Term Care marketplace.    Whats New with Long-Term Care Insurance? | Bankrate.comAmid all the upheaval, the product is undergoing something of a reboot, with many advantages for consumers. Think of it as LTC Insurance…

| In the Media

CNBC: Disney Earnings hits on all cylinders

  Robert Luna, CEO of Surevest Wealth Management discusses Disney’s earnings and future outlook for the stock on CNBC.  Transcript from video: In regards to Disney’s latest quarterly earnings, the 1.8 was really the big number, expectation was 1.5 billion but $1.11, a blowout number. A company that’s continuing to…

| In the Media

USA Today: 7 tips to make retirement savings last

Surevest Wealth President, Jeremy Kisner, CFP is quoted in USA Today.  The article outlines several of Jeremy’s recommendations for retirement income planning.  7 tips to make retirement savings lastEven if you were smart (or lucky) enough to have a comfortable retirement nest egg, you may still worry that it may…

| Weekly Insight

Weekly Insight: Mother’s Day Story and Statistics

I hope everyone was able to enjoy Cinco De Mayo despite the lime shortage. Next on the celebration list is a holiday that is near and dear to my heart…Mother’s Day. Are you ready to celebrate Mom? Have you bought your 2.8 cards that the average American will buy? If…

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