Monthly Archives: December 2015

| Weekly Insight

Weekly Insight: Best of 2015

Are you one of the 98 million Americans who travelled (more than 50 miles) this holiday season (December 15 – New Year’s Day)? Globally, the most popular travel day is December 19th. However, we hardworking Americans do not like to miss work, so our most popular departure date was December…

| In the Media

CNBC: Sticking with General Motors

Discussing stocks to bet on into year-end, including GM and LVMH, with Robert Luna, CEO of Surevest Wealth Management. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the Wharton…

| Weekly Insight

Weekly Insight: Higher Interest Rates?

Well, the Fed finally raised short-term interest rates last week after 8 years at or near zero. This was possibly the most anticipated and telegraphed change to interest rates in the history of the Federal Reserve. The predictability of the move may be the reason why markets took it in…

| Weekly Insight

Weekly Insight: Stock Buybacks

Imagine that you are one of ten business partners and your company earns $1 million for the year. Your company has to decide what to do with the earnings. Here are the options: Pay $100k to each of the owners in the form of a dividend. Owners love receiving dividends, so this…

| Weekly Insight

Weekly Insight: Socially Responsible Investing

Most people invest money for only one reason…to make more money. It is not that they are greedy; it is just that the general idea behind saving / investing is to sacrifice present consumption so you can buy more of what you want in the future. The average investor doesn’t…

| Weekly Insight

Weekly Insight: Smart Business or Unethical Tax Dodge?

Last week brought news of the largest pharmaceutical merger in history. Pfizer, which is already the largest drug company in the world, is buying Allergan (maker of Botox) in a $160 billion deal. The size of the deal (second largest merger of any two companies in history) is not what…

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