Monthly Archives: January 2017

| In the Media

CNBC: Cloud is big area of opportunity for Google

Robert Luna, CEO of Surevest Wealth Management weighs in on Alphabet Q4 earnings. 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 at the University of Pennsylvania…

| Weekly Insight

Weekly Insight: FAQs regarding IRA Contributions

It must be January because instead of holiday cards, my mailbox is full of tax documents (and the usual array of bills). So, I figured this would be a good time to cover a tax topic in our weekly column. Everyone wants to minimize his or her taxes, and one…

| Weekly Insight

Weekly Insight: 4th Quarter Commentary & 2017 Outlook

I hope everyone’s year is off to a great start. 2017 marks our 15th year in business, and I am truly more optimistic about our style of investing and the opportunities for our clients than I’ve been in over a decade. We made some very positive strategic shifts in our…

| Weekly Insight

Healthcare Costs in Retirement

Our Quarterly Market Commentary has been delayed by a week as we are still analyzing some new market trends that we intend to write about.  In the meantime, let’s talk about healthcare. I can’t think of any expenditure that gives retirees less enjoyment than medical expenses. It is tempting to…

| Weekly Insight

Weekly Insight: Best of 2016, Part 2

Happy New Year! We kick off 2017 with the second installment of our Best Articles of 2016. We published the best articles of the first half of the year last week. Next week, we will have our quarterly commentary, including our outlook for investment markets in 2017. I am so…

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