Monthly Archives: May 2017

| Weekly Insight

Weekly Insight: Early Retirement

Some people never want to retire. In fact, some research shows that the happiest seniors are those who continue to work, at least part-time, as long as they can. Nevertheless, others cannot wait to retire and are focused on achieving financial independence as soon as possible. Few things give you…

| In the Media

CNBC: Amazon going to $1K

Discussing the current state of the markets with Robert Luna, Surevest Wealth Management; Paul Dietrich, Fairfax Global Markets; Stephen Guilfoyle,; and CNBC’s Rick Santelli.

| Weekly Insight

Weekly Insight: How Long Can This Bull Market Last?

People have been asking me for the last year: “How long can this bull market last?” The answer is: a while longer. Usually, investors ask this question because they are trying to time the market. Bad idea. The real question they are asking is: “Should I get out of the…

| Weekly Insight

Weekly Insight: Preparing Kids to Inherit Wealth

It comes as no surprise that the largest wealth transfer in history will unfold over the next 30 years as Baby Boomers leave their assets to their children and grandchildren. There’s an army of estate planning attorneys and financial advisors who are ready, willing, and able to help with the…

| In the Media

CNBC: Disney Pipeline is Large

Is it time to buy Disney? Robert Luna, Survest Wealth Management CEO, and Brian Weiser, Pivotal Research Group, discuss Disney’s expectations in earnings.

| Weekly Insight

FAQs About Social Security Benefits

Social Security is always a hot topic, even though there haven’t been many changes since 2015, when congress eliminated the file-and-suspend and restricted application claiming strategies. Nevertheless, here is an updated version of Frequently Asked Questions about Social Security from our book: A Good Financial Advisor Will Tell You… Can…

| Weekly Insight

Weekly Insight: When Annuities Make Sense

There has never been a financial product that is more misunderstood, misrepresented, or over-sold than annuities. I am the first to admit that annuities have drawbacks (e.g. fees, surrender charges, and limited growth potential). That being said, I firmly believe that annuities can be a great fit for many retirees….

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