Monthly Archives: February 2016

| Weekly Insight

Weekly Insight: Romance and Credit Scores

Apparently, the Federal Reserve does more than set interest rates. This week I learned that they recently released a study on how credit scores predict the success or failure of romantic relationships. Here are the major findings of the study (just in case you don’t want to read all 57…

| Weekly Insight

Weekly Insight: Questions and Answers

Last week, we sent a market update to clients. That update generated some great questions that we wanted to share (along with answers) in today’s newsletter. Q: Why are stocks being sold indiscriminately? Is it the computer algorithms behind high speed trading? A: Keep in mind that stocks are the…

| In the Media

CNBC: If you’re bearish, it’s wrong time to bail now

 Just how dire are market forecasts getting? What to do with your money in a concerning trading environment, and an election year, 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…

| Weekly Insight

Weekly Insight: Clearance Sale on Bank Stocks

Here’s a question: What sector of the stock market has gotten the most beat up this year? I am guessing that if I asked 10 people that question, 9 of them would say oil companies (i.e., energy stocks). Therefore, it may come as a surprise that the worst performing sector…

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