Monthly Archives: July 2017

| In the Media

CNBC: Amazon earnings report bullish for long term

Robert Luna, CEO at Surevest Wealth Management, discusses Amazon’s revenue beat and where the company’s growth can go from here Amazon earnings report bullish for long term: Gullane Capital’s Trip Miller from CNBC. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small…

| Weekly Insight

Weekly Insight: FAQs about Long-Term Care

It’s been a while since I have written about everybody’s least favorite topic…long-term care (LTC). My last article on the topic, “Is Long-Term Care Insurance for You?” was written for another popular blog called Sightings after 60. My feelings about the topic and viable solutions haven’t changed much since that…

| Weekly Insight

Weekly Insight: 2nd Quarter Commentary & Outlook

If this market were a song, it would be The Whispers’ 1980 hit, “And the Beat Goes On.” We have recorded positive returns again in the second quarter as global markets continue to advance. Globally, economic growth (GDP) has accelerated to over 3.25% in the past year according to the…

| In the Media

CNBC: Can FAANG deliver on earnings

Netflix might have surpassed subscriber growth estimates, but Robert Luna of SureVest Wealth Management says he’s cautious about the company’s growth 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…

| In the Media

CNBC: Cable loses subscribers to Netflix

CNBC’s Jon Fortt discusses Netflix’s earnings report with Ross Gerber, Gerber Kawasaki; Kevin Landis, Firsthand Capital Management; and Robert Luna, Surevest Wealth Management. 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: Financial Literacy of Retirees

It goes without saying that retirees and pre-retirees need a basic level of financial literacy. Retirees who manage their own money need substantially more financial knowledge than those who are working with a competent and trustworthy financial advisor. Nevertheless, it is easy to overestimate people’s knowledge of financial matters. That…

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