| In the Media

Wall Street Journal, “12 Debt Myths”

Rachel Ensign of The Wall Street Journal quotes Jeremy Kisner, CFP, president at Surevest Capital Management, in an article discussing 12 debt myths that often trip up consumers. Kisner weighs in on when mortgage and home-equity interest is deductible. “Typical threshold is even lower on home-equity debt. If you’re using…

| In the Media

Barrons, “Equities In Place of Bonds”

Sarah Max of Barron’s features Jeremy Kisner, CFP, president at Surevest Capital Management, in an article discussing how investors may now begin to utilize equities in place of bonds. Kisner shares his reasoning for this movement. “It’s not just a matter of bonds being overvalued, but that these yields will…

| In the Media

Wall Street Journal, “Alternative Investments”

Rachel Louise Ensign of The Wall Street Journal quotes Robert Luna, CIMA, CEO and chief investment officer at Surevest Capital Management, in an article highlighting the results of a readers’ survey that determined many investors allocate a large portion of their portfolio toward alternative investments. “Whether it’s a 22-year-old or…

| In the Media

CNBC Tomorrow In :30

What to expect in tomorrow’s trading session, with Cliff Davis, BNP Paribas; Robert Luna, Surevest Capital Management; and Laif Meidell, American Wealth Management.

Subscribe to our Newsletter!