Monthly Archives: December 2016

| Weekly Insight

Weekly Insight: Best of 2016

I hope everyone is enjoying the holidays and our last week of 2016. Perhaps I am biased, but I thought we wrote some darn good articles this year. Today, we bring back our favorite Weekly Insights of 2016, in case you missed them the first time. We broke the list…

| Weekly Insight

Weekly Insight: Retirement Planning – What’s the Best Plan?

It seems like there would be some consensus on the best way to plan for retirement given the millions of hours devoted to studying this topic. However, the frustrating answer to most retirement planning questions is still… “It depends.” For example: How conservative should my investment portfolio be now that…

| Weekly Insight

Weekly Insight: How Much We Spend on Bottled Water

Remember when life was simpler and you could drink out of a drinking fountain? There was no need to lug bottles of water all around town. These days, people recoil at the idea of drinking tap water. So barbaric! Tap water is widely regarded as safe to drink thanks to…

| In the Media

Luna on Markets: The Euphoria is Overdone

Robert Luna, Surevest Wealth Management, and Bruce Bittles, Robert W. Baird chief investment strategist, weigh in on the current state of the markets. 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: ’Tis the Season for Charitable Giving

I have often wondered how much charitable giving would decline if the giver did not receive a tax deduction. We may find out, as the Trump tax plan (still in the works) is reportedly going to reduce rates, but significantly limit deductions. Charitable contributions are currently deductible if you itemize…

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