Monthly Archives: January 2016

| In the Media

CNBC: The S&P 500 exiting correction territory a buy signal

Robert Luna, CEO of Surevest Wealth Management, discusses the strategies of stepping back into the market after a very volatile period. 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…

| Weekly Insight

Weekly Insight: When Will We See Average Returns?

Most of us don’t strive to be average. However, the “average returns” that are frequently quoted for stocks, bonds, and balanced portfolios are sounding pretty good right about now. In fact, it may seem like a myth that stocks have returned over 10%, Bonds 5-6%, and balanced portfolios around 8-9%…

| Weekly Insight

Weekly Insight: Oil & China Drive Markets Lower

The stock market began the year with the worst five-day start in history. Unfortunately, week number two was equally bad. This abrupt downturn has brought out all of the gloom and doom forecasters and comparisons to 2008. Fortunately, this is not 2008. Banks, companies, and consumers are all in much…

| Weekly Insight

2015 Commentary and 2016 Outlook

2015 was a year that volatility returned. The Volatility Index, (VIX), closed Friday at 27, which means that the stock market is 60% more volatile than a year ago. That is not an uncommon level of volatility. The market’s so-called fear gauge spent nearly a third of its time between…

| Weekly Insight

Weekly Insight: Best of 2015 – Part 2

Welcome to 2016! I hope everyone had a fun New Year’s celebration with family and friends. We begin 2016 with our favorite newsletter articles from the second half of 2015. In case you missed it, last week we had our favorites from the first half of last year. Many people…

Join Meeting

Copyright Surevest Inc. All rights reserved. | Disclosure |

Surevest Wealth Management, 2425 E. Camelback Road, Suite 890, Phoenix, Arizona 85016 - Phone: 480-272-7116 Fax: 480-272-7118 Email:

Subscribe to our Newsletter!