| In the Media

Yahoo Finance “Big Data Download”

Robert Luna, CIMA, CEO and chief investment officer at Surevest Capital Management, appears on Yahoo! Finance TV “Big Data Download” to discuss Disney (DIS). He explains that investors can’t judge Disney on fundamentals alone, and that theme park and box-office revenue are expected to be key revenue drivers. “Disney’s made some…

| In the Media

Arizona Republic: “Stock Bubble Developing?”

Russ Wiles of The Arizona Republic features Jeremy Kisner, CFP, president at Surevest Capital Management in an article discussing how investors can determine whether or not a stock bubble is developing. Although Kisner does not believe there is currently a bubble, he has compiled a checklist of five warning signs…

| In the Media

Arizona Republic, “Current Market Volatility”

Russ Wiles of The Arizona Republic features Jeremy Kisner, CFP, president at Surevest Capital Management in a story discussing current market volatility and what it can mean for investors. “I think people are anxious to put money to work in stocks, and valuations are still reasonable,” he says. He adds…

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