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…
Profit Investments’ Eugene Profit and Surevest CEO Robert Luna on the stocks and sectors to boost investors’ portfolios.
What to expect in tomorrow’s trading session, with Cliff Davis, BNP Paribas; Robert Luna, Surevest Capital Management; and Laif Meidell, American Wealth Management.
Jeremy Kisner, President of Surevest is the featured advisor in Money Magazine’s Money Makeover column. Jeremy advises 46 year old Lisa Bowman, a Retail Manager how to reorganize her finances after losing her husband to illness and relocating from New York to Arkansas.