| In the Media

CNBC: Should We Stick With The US For Investments?

When debating if we should stick with the US or consider Europe for Investments, Robert Luna, CEO of Surevest Wealth Management, thinks the U.S. is the better bet. Robert’s Notes from Segment: Why should we stick with the US for investments? Main argument is for Europe to be like the…

| In the Media

Fox Business: Thoughts on Lincoln Financial and Greet Dot

Surevest Wealth Management CEO Robert Luna discusses the markets and evaluate Lincoln Financial and Green Dot stocks   Is it true federal government is trying to weaken dollar and bring inflation? I agree, it is a secular bull market. There are two things out there: extreme over value and rapid rise…

| In the Media

CNBC: Thoughts on Alibaba IPO

Robert Luna, CEO of Surevest Wealth Management, shares his take on the e-commerce company Alibaba and their IPO   Notes from Robert’s appearance: Growth, emerging market and tech managers can’t afford to run portfolios without an Alibaba position. It is just a stock that they have to own. The Chinese…

| In the Media

CNBC: Have a Monster and a Coke

Have a Monster and a Coke. Robert Luna, CEO of Surevest Wealth Management, discusses Coca-Cola’s stake in Monster Beverage and who they should be looking to acquire.   Segment Notes and Summary: How smart is this deal? Should they buy Kraft? Should Coke pursue healthy snacks? Consumers have lots of…

| In the Media

CNBC: Twitter Beats on All Metrics

Robert Luna, CEO and Chief Investment Officer at Surevest Wealth Management, discusses Twitter’s stock analysis over their latest 2014 quarterly numbers Robert’s notes: In regards to the average cost of Twitter: It’s average cost is in the low 30’s. Not excited if it moves 25 % up. He’s hoping for a…

| In the Media

CNBC: The Race For Share of Your Life is On

Robert Luna, CEO and Chief Investment Officer at Surevest Wealth Management, Discusses Google’s new product line and the push by tech companies to get involved in all aspects of your life.   Robert’s Transcript from Video: Right now, the bigger picture is all these companies, whether it’s Amazon or Google or Apple, they’re…

| In the Media

Fox Business: Should You Buy Life Insurance for Your Kid?

Jeremy Kisner, CFP and Senior Wealth Advisor at Surevest is quoted extensively throughout this Fox Business article on whether or not it makes sense to buy life insurance on your children. Jeremy states that “It is hard to make a good case that a child’s death would create a financial hardship…

| In the Media

CNBC: Judging Apple

  Discussing Apple’s strategy and how the media and consumers critique the tech giant, is Robert Luna, Surevest Wealth Management CEO & CIO.   Transcript from Video:   Well, in a way Apple is a bit of a victim of its own success. We’re all waiting for the next piece of hardware…

| In the Media

CNBC: Is Google’s Tax Policy Evil?

A group of shareholders are asking Google to practice what it peaches and stop exploiting tax loopholes. Robert Luna, Surevest Wealth Management, explains why it’s not their responsibility to correct the tax code. Transcript from Video: Robert states it’s not Google’s responsibility or even within their capabilities to set global tax code. what is in…

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