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Bankrate.com: Who Needs Life Insurance?

Jeremy Kisner, Senior Wealth Advisor with Surevest Wealth Management discusses, in the below bankrate.com article, why you need to get serious about life insurance by your midlife.  Life Insurance: Why You Need It At Midlife | Bankrate.comKisner, a fellow midlifer with a wife and three sub-teens at home, knows the…

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CNBC: Where to Put Your Money in a Slow Growth Economy

Robert Luna, CEO and CIO of Surevest Wealth Management, discusses on CNBC where to put your money in a slow growth economy. 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: How to Play The Market Now

How to play the market now, with Robert Luna, Surevest Wealth Management CEO & CIO   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: Disney Stock – Too Soon To Let It Go?

Are you bullish or bearish on Disney stock? Watch this video featuring CEO of Surevest Wealth Management, Robert Luna to learn more.   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: Market Vulnerability

Robert Luna, CEO of Surevest Wealth Management discusses the most vulnerable places in the market right now.   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: Why Earnings Matter

Discussing whether earnings are the most important factor impacting stocks, with Robert Luna, 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…

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CNBC: Beaten Up Oil Stock Picks

Robert Luna, CEO of Surevest Wealth Management discusses whether the Feds will shift their outlook because of the decline in oil. Transcript of Robert’s Topics: Do you think the drop in oil prices are going to change the thesis of what the FOMC does or will they be able to keep…

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CNBC: Stocks to Consider as Market Hits New Highs

Robert Luna, CEO of Surevest Wealth Management, Discusses current market conditions on CNBC, his top picks and where the best investment value lies. Transcript of Robert’s Topics: Lincoln Financial: Stock that is trading at 9 1/2 times earnings and capitalizing on baby boomer epidemic. Big player in the annuity category. When…

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CNBC: Excited About Disney

Robert Luna, CEO for Surevest Wealth Management, discusses Disney’s 4th quarter 2014 earnings. Robert’s transcript: Is Disney one of your most bullish positions? It’s the firm’s largest position and there is a lot to be exited about. Someone once asked me “What’s your favorite internet stock?” and I said Disney….

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CNBC: Google’s Third Quarter 2014 Results

Robert Luna, CEO of Surevest Wealth Management, provide instant analysis on Google’s Third Quarter 2014 Results   Robert’s notes: In regards to Google’s quarterly numbers, Google is at 15 times earnings but paid click growth slowed meaningfully. However, you need to look their ancillary revenue. Google is a leader in innovation…

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