Monthly Archives: October 2015

| Weekly Insight

Weekly Insight: Oprah – World’s Greatest Endorser

Weight Watchers was a company on the ropes. A Duke University study found that the average Weight Watcher member spends an average of $377 per year on its products and services and only loses five pounds. There are numerous dieting apps (MyFitnessPal and iTrackBites) that are similar to Weight Watchers…

| Weekly Insight

Weekly Insight: Social Security & Medicare Changes for 2016

UPDATE: Since this story was originally published, the budget deal has been finalized with a change that is important for many seniors.  Due to protests and other pressures, Medicare Part B premium hikes will be more tempered than originally proposed. The original plan was that roughly 70 percent of Medicare…

| Weekly Insight

Weekly Insight: Drug Prices & Investment Risks You Can’t Anticipate

Most investors do some homework before buying a stock. Typical analysis includes looking at financial metrics, such as sales growth, price to earnings ratios, return on equity, dividend yield, free cash flow, etc. Another level of analysis looks at products, competition, and management team, and the final level of analysis…

| In the Media

CNBC: Stock Picking Tops Indexing

Robert Luna, CEO of Surevest Wealth Management, explains why this stage of the market rally should have investors heading back into specific companies. 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.

Subscribe to our Newsletter!