Monthly Archives: December 2014

| Weekly Insight

Weekly Insight: The Best of 2014 – Part 2

I hope everyone enjoyed the holidays and has big plans for New Year’s. This week we have our favorite Weekly Insights from the second half of 2014. In case you missed it, last week we had our favorites from the first half of the year. Click on the text links…

| Weekly Insight

Weekly Insight: The Best of 2014

I hope all of you have completed your holiday shopping. We thought you would be interested to know that the average family spends approximately $860 on the holidays, including around $225-$275 on gifts for each child. There is no need to feel bad if you are below average in this…

| In the Media

CNBC: Beaten Up Oil Stock Picks

Robert Luna, CEO of Surevest Wealth Management discusses whether the Feds will shift their outlook because of the decline in oil. Transcript of Robert’s Topics: Do you think the drop in oil prices are going to change the thesis of what the FOMC does or will they be able to keep…

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| Weekly Insight

Weekly Insight: Winners and Losers from Cheap Oil

Mr. Market has once again proven that you never know what is going to happen. I do not know anyone who predicted that the price of oil would collapse from over $107 a barrel in June to below $56 today. I feel bad for Saudi Arabia, but I have to…

| Weekly Insight

Weekly Insight: The Season of Giving

It is the season of giving: chocolates, fruitcakes, and if you really like someone…candles. End of year is also a time when many people make charitable donations to the less fortunate and the causes they care about. You can always give money to the first person to ask, or you…

| Weekly Insight

Weekly Insight: Longevity Insurance = Deferred Income Annuity

Many people buy life insurance to provide funds for their loved ones in case they die prematurely. Therefore, the opposite of life insurance is longevity insurance, which provides funds for you to spend in case you live too long. Various annuities can provide lifetime income, but an interesting type of…

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