Monthly Archives: March 2017

| Weekly Insight

Weekly Insight: The Sustainable Withdrawal Rate

Occasionally, I teach a retirement planning course at local community colleges. I pose this scenario to the attendees: Consider an investor with two accounts that each average an 8% rate of return over a 25-year period. Account (A) had good years in the beginning and poor results at the end….

| Weekly Insight

Weekly Insight: FAQs Regarding Retirement Planning (Part 2)

This week we continue our list of most frequently asked retirement planning questions. Check out FAQs Regarding Retirement Planning (Part 1) if you missed it last week. How should I change my investments when I am getting close to retirement? The idea that you need to invest more conservatively once…

| Weekly Insight

Weekly Insight: FAQs Regarding Retirement Planning (Part 1)

A couple of years ago, we wrote an article called The Best Is Yet to Come, which explained why retirees are happier and more content than younger folks. One factor fueling retiree happiness is financial security. To that end, we help people plan for retirement so they will not have…

| Weekly Insight

Weekly Insight: What Is an IPO & What Is Snapchat?

The parent company of Snapchat “went public” last week. What does that mean? It means that anyone can now buy shares and become a part owner of the company. An Initial Public Offering (IPO) accomplishes a few things: Provides additional funds for a company to expand (capital) Gives early investors…

| In the Media

CNBC: What to buy as the rally stalls

Robert Luna, Surevest Wealth Management, discusses stocks to buy as the market takes a pause from its record run. 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…

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