Posts By: Robert Luna

| In the Media

Disney and The House That Bob Iger Built

Robert Luna, CEO of Surevest Wealth Management was on the CNBC Nightly News to discuss Bob Iger and Disney’s success with its mobile division 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…

| In the Media

Fox Business: Trump defies data with 6% GDP growth forecast

Our very own Robert Luna’s take on President Trump’s wildly optimistic outlook of U.S. economic 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 the Wharton School at the…

| In the Media

NBR: Disney Acquiring Fox?

Robert was on the Nightly Business Report for PBS yesterday evening to discuss the latest rumors of Disney acquiring 21st Century Fox and the implications for the media sector. Tune in on Thursday for CNBC’s Closing Bell at 3 p.m. ET/12 noon PT where Robert will discuss Disney’s 4th quarter…

| In the Media

CNBC: Apple’s earnest effort to make phones more secure

Discussing Apple’s keynote announcement with Ed Lee, Recode; Connie Guglielmo, C-Net; Robert Luna, Surevest Wealth Management; and Ian Winer, Wedbush Securities. Apple’s earnest effort to make phones more secure: Recode’s Ed Lee from CNBC. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes,…

| In the Media

CNBC: Here’s why investors shouldn’t be bearish on Disney

Disney’s stake in BAMTech and announcing a direct-to-consumer product may help to offset losses from ESPN, says Robert Luna from Surevest Wealth Management. Here’s why investors shouldn’t be bearish on Disney from CNBC. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small…

| 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: 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…

| 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, TheStreet.com; and CNBC’s Rick Santelli. 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…

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