Monthly Archives: February 2017

| Weekly Insight

Weekly Insight: FAQs on the Mortgage Interest Deduction

I was listening to a recent interview of six different economists on NPR. The topic was which tax and spending policies were good or bad for America. Two things shocked me: That six economists could agree on anything, and..   The one thing they agreed on was that the home…

| Weekly Insight

Weekly Insight: How Much Debt Is Too Much

One of the big personal finance stories of the past week is that American households once again have approximately as much debt as they did before the financial crisis. However, when you read past the headlines, you can see that personal balance sheets are much stronger than they were (on…

| Weekly Insight

Weekly Insight: Latest Research on Reverse Mortgages

It has been over 2 ½ years since I wrote this article on Reverse Mortgages. Recently, I am getting lots of questions about reverse mortgages, even from clients with significant investment portfolios. In other words, the RM is not necessarily a tool of last resort. The first thing to understand…

| In the Media

CNBC: Will Disney be a ‘beauty’ or a ‘beast’?

Robert Luna, Surevest Wealth Management, and Brian Bolan, Zacks Investment Research, share their reactions to Disney Q1 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…

| Weekly Insight

Weekly Insight: The Fiduciary Standard

This week we wanted to explain the biggest regulatory change to the financial advice industry in over 40 years. There has been a lot of noise in the media about the new rules, which are known as the “Fiduciary Standard.” The new regulations were issued by the Department of Labor…

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