| In the Media

CNBC: YouTube’s Impact on Google

Robert, CEO of Surevest Wealth Management, talked with CNBC to Discuss YouTube’s slice of the Alphabet pie and the tech giant’s earnings release. 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…

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CNBC: If you’re bearish, it’s wrong time to bail now

 Just how dire are market forecasts getting? What to do with your money in a concerning trading environment, and an election year, 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…

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CNBC: The S&P 500 exiting correction territory a buy signal

Robert Luna, CEO of Surevest Wealth Management, discusses the strategies of stepping back into the market after a very volatile period. 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…

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CNBC: Sticking with General Motors

Discussing stocks to bet on into year-end, including GM and LVMH, 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…

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CNBC: Stock Picking Tops Indexing

Robert Luna, CEO of Surevest Wealth Management, explains why this stage of the market rally should have investors heading back into specific companies. Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good Financial Adviser Will Tell You. http://svwealth.

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CNBC: Fed officials speak, and investors scratch their heads

  “I think they’re trying to be transparent — which you can’t argue against transparency — but there is such a thing as an overload of information, and I think that’s what a lot of investors are getting right now,” Robert Luna, Surevest Capital Management CEO, told CNBC’s“Power Lunch” on Monday….

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CNBC: Stocks investors should step into

Robert Luna, CEO of Surevest Wealth Management, discusses the stock market environment and which companies stand out above the rest   Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good Financial Adviser Will Tell You. http://svwealth.

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CNBC: Market Outlook after Sell-Off

Robert Luna, CEO of Surevest Wealth Management, discusses the current market outlook after the big sell-off and it’s relative health moving forward.     Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good Financial Adviser Will Tell You….

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CNBC: Google can rally 15%-20% within a year

Robert Luna, CEO of Surevest Wealth Management, thinks the Google stock can rally dramatically over the next year.     Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good Financial Adviser Will Tell You. http://svwealth.

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