Monthly Archives: September 2015

| Weekly Insight

Weekly Insight: Rising Rents and Falling Home Ownership

In general, I hate when people over-simplify financial planning with “general rules of thumb.” Nevertheless, a widely quoted general rule says you should not spend more than 30% of your income on rent. Sadly, 11.8 million households in the United States spend a whopping 50% or more of their income…

| In the Media

CNBC: Fed officials speak, and investors scratch their heads

  “I think they’re trying to be transparent — which you can’t argue against transparency — but there is such a thing as an overload of information, and I think that’s what a lot of investors are getting right now,” Robert Luna, Surevest Capital Management CEO, told CNBC’s“Power Lunch” on Monday….

| Weekly Insight

Weekly Insight: The Marketing Genius of the NFL

This is not exactly a personal finance topic, but I thought it was interesting nonetheless. Let me begin with a question. Suppose I asked you to name a high growth, high profit, high barrier-to-entry business. Would you have thought of football? Probably not. Most people would think of industries like…

| Weekly Insight

Weekly Insight: Zero Percent Interest Rates

Whether you prefer higher interest rates or lower rates depends on whether you are a saver or a borrower. The last time the Federal Reserve raised interest rates was June 2006. The Fed started cutting rates when the economy began deteriorating in late 2007, and it eventually cut rates to…

| Weekly Insight

Weekly Insight: Tipping

No one wants to look like a cheapskate. Perhaps that is the reason tip inflation seems to be getting out of control. I thought I was a decent tipper until I saw a tourist tipping a bellman at the Bellagio $40 for putting two suitcases in her car. I have…

| In the Media

CNBC: Stocks investors should step into

Robert Luna, CEO of Surevest Wealth Management, discusses the stock market environment and which companies stand out above the rest   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: China

Last week, the stock market took a wild ride declining 5.2% in the first two days and then staging a rally that enabled the market to close up .9% by the end of the week. This week, we are seeing continued selling. For those who watch the market closely, this…

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