Monthly Archives: April 2016

| Weekly Insight

Weekly Insight: Can I Trust My Trustee?

Most people spend a lot of time thinking about all of the details of their will or trust. Most of the deliberation is, “Who should get how much, and when?” A second consideration is, “Who should I leave in charge of carrying out my wishes?” The person who carries out…

| In the Media

CNBC: YouTube’s Impact on Google

Robert, CEO of Surevest Wealth Management, talked with CNBC to Discuss YouTube’s slice of the Alphabet pie and the tech giant’s earnings release. 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…

| Weekly Insight

Weekly Insight: Saving 15% of Your Income

Many financial advisors and personal finance books recommend saving 15% of your income for retirement. This is well above the average personal savings rate, which hovers around 5% in the U.S. In case you are wondering…that number includes contributions to retirement plans (401ks and IRAs). Most people do not save…

| Weekly Insight

Weekly Insight: 1st Quarter 2016 Commentary & Outlook

The first quarter of 2016 was a wild ride with the S&P starting the year off with a -11.5% decline through mid-February and the MSCI EAFE index of international stocks declining -12.9%. Many people were also caught off-guard when the yields on 10-year treasury bonds dropped from 2.27% to 1.63%….

| Weekly Insight

Weekly Insight: The Cost Benefits of Downsizing

Many Baby Boomers will downsize their current residence at some point during retirement. People downsize for a lot of reasons: they retire, get divorced, want to save money, or just get tired of maintaining a big house and/or yard. Research shows that most people prefer single-family, one-story, low maintenance homes,…

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