Posts By: Robert Luna

| 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…

| 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. 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: CEO Robert Luna Reporting on Microsoft Earnings

Surevest Wealth Management CEO Robert Luna discusses Microsoft’s quarterly 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 at the University of Pennsylvania graduating from the…

| Weekly Insight

Weekly Insight: Q1 2017 Review and Outlook

We are very pleased to report another quarter of positive performance. In my January letter, I discussed many of the changes we made to our portfolios during the second half of 2016, such as eliminating mutual funds which had been underperforming, bringing down internal expenses, narrowing our individual stock selection…

| In the Media

CNBC: AMZN, CRM & TSLA moving goal post on how game is played

Discussing the markets with Robert Luna, CEO of 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 alumnus of the Wharton School at the University of Pennsylvania graduating from…

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