Monthly Archives: July 2016

| Weekly Insight

Weekly Insight: Pokémon Go & Augmented Reality

This week, I feel compelled to write about the biggest (and most sudden) global cultural phenomenon in the world. I am talking about Pokémon Go. This mobile game may provide a preview of the future of entertainment, education, and commerce because it is the first widely used application of augmented reality….

| In the Media

CNBC: Verizon is Nearing a Deal to Buy Yahoo

Verizon is nearing a deal to buy Yahoo. Robert Luna, CEO of Surevest Wealth Management, shares his thoughts. 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 School…

| Weekly Insight

Weekly Insight: A Case Study in Supply and Demand

You are missing out if you have not tried Uber. It is the easiest, most convenient, and least expensive way to get a ride. In case you missed it, check out this article we wrote last year: Uber and the Sharing Economy. My ride to the airport was $20 the…

| Weekly Insight

Weekly Insight: Review of the 2nd Financial Quarter

First of all, let me start by saying that I hope everyone is experiencing a healthy and happy summer. My wish is that you are taking the time to do the things that make you happy with the people you care about. As we speak, Jeremy Kisner is on an…

| In the Media

CNBC: Beginning of a New Bull Run

Is the market about to go on another bull run, or is it all a head fake? 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…

| Weekly Insight

Weekly Insight: The Continual Rise in College Tuition

Although we often hear of the rise in college tuition (or are the unfortunate ones writing the check) we often don’t know how much it is rising or why. Regardless of the price, many parents, grandparents, and students are willing to deplete their savings and take out loans for college…

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