Monthly Archives: May 2015

| Weekly Insight

Weekly Insight: 401k – The Accidental Savings Plan

Do you ever wonder what may be buried in the 40,000 new laws that were passed last year? Frequently, a few sentences that did not seem to be a big deal at the time turn out to have big impacts on people’s lives. One example was a minor change to…

| Weekly Insight

Weekly Insight: Do the Rich Pay Enough Taxes?

One of the great political debates throughout history revolves around: How much people should pay in taxes? Who should pay more and who should pay less? There are plenty of opinions but no easy answers. The federal government and most city and state governments are running a deficit, which means…

| Weekly Insight

Weekly Insight: The Smartwatch

  I recently read an article that said not to invest in any company whose product had “smart” in the name. The gist of the article was that the word “smart” is being so overused (to describe any product that connects to the Internet) that there has to be a…

| In the Media

CNBC: Where to Put Your Money in a Slow Growth Economy

Robert Luna, CEO and CIO of Surevest Wealth Management, discusses on CNBC where to put your money in a slow growth economy. Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good Financial Adviser Will Tell You. http://svwealth.

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| Weekly Insight

Weekly Insight: The Allowance Agreement & Charity

We have written two excellent articles (if I do say so myself) on the Surevest Blog in the past couple of years on the topics of kids and money. Definitely check these out if you missed them the first time: 1)       Raising Financially Responsible Children  & 2)       Teaching Kids About…

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