Monthly Archives: May 2016

| Weekly Insight

Weekly Insight: Understanding Capital Gains Taxes

It has become a national pastime to complain about taxes. We recently reported in this column that 57% of Americans feel that their taxes are too high, even though only 55% of Americans pay any federal income tax. It is not my intention to convince you that taxes are reasonable…

| Weekly Insight

Weekly Insight: Annuities for Long-Term Care

Let’s face it, we all like one stop shopping. Wouldn’t it be great if we could buy one policy that insured us against all of our financial concerns (e.g., disability, premature death, long-term care, etc.). There is a variety of reasons that one product won’t solve all of our problems,…

| Weekly Insight

Weekly Insight: Protecting Your Income from Disability

Today’s article is written for my friends and clients who are still working. Earning a living can be very gratifying, and for most people, it is also very necessary. What would happen if you could no longer work due to health problems or injuries? This particular financial catastrophe strikes far…

| In the Media

Nightly Business Report – Disney’s Disappointing Quarter

Tonight on Nightly Business Report.. Why Disney’s quarter was a big disappointment for investors. And, Facebook is being accused of political bias and now a Republican senator is looking for answers. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners…

| In the Media

CNBC: Disney earnings lower than Wall Street expectations

CNBC’s Julia Boorstin reports Disney’s quarterly results. Ivan Feinseth, Tigress Financial Partners, and Robert Luna, Surevest Wealth Management, weigh in with their reactions. 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: Understanding Private Equity

The financial media and most investors focus on investing in publicly-traded companies. “Publicly-traded” means the companies’ shares can be bought and sold in the stock market. As I indicated in a previous post: Value vs. Growth, only 3,700 companies (stocks) trade on a stock exchange in the United States and…

| In the Media

CNBC: Bull vs. Bear

Robert Luna of Surevest Wealth Management discusses the bullish and bearish cases for Amazon and CEO Jeff Bezos unloading one million shares of the tech giant

| Weekly Insight

Weekly Insight: Productivity Drives Living Standards

(Adapted from Warren Buffet’s Letter to Shareholders) America’s remarkable gains in living standards over the past 240 years are the direct result of higher output per hour of employment. Too few Americans fully grasp the link between productivity and prosperity. To see that connection, let’s look first at the country’s…

Subscribe to our Newsletter!