Posts By: Robert Luna

| 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…

| 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…

| In the Media

CNBC: Will Disney be a ‘beauty’ or a ‘beast’?

Robert Luna, Surevest Wealth Management, and Brian Bolan, Zacks Investment Research, share their reactions to Disney Q1 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…

| Weekly Insight

Weekly Insight: The Fiduciary Standard

This week we wanted to explain the biggest regulatory change to the financial advice industry in over 40 years. There has been a lot of noise in the media about the new rules, which are known as the “Fiduciary Standard.” The new regulations were issued by the Department of Labor…

| In the Media

CNBC: Cloud is big area of opportunity for Google

Robert Luna, CEO of Surevest Wealth Management weighs in on Alphabet Q4 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…

| Weekly Insight

Weekly Insight: 4th Quarter Commentary & 2017 Outlook

I hope everyone’s year is off to a great start. 2017 marks our 15th year in business, and I am truly more optimistic about our style of investing and the opportunities for our clients than I’ve been in over a decade. We made some very positive strategic shifts in our…