| In the Media

Phoenix Focus: Best and Worst Investment Moves

In the March/April 2014 issue of Phoenix Focus magazine, Cynthia Ramnarace quotes Jeremy Kisner, CFP, president of Surevest Wealth Management, in an article discussing the best and worst investment moves to make. He weighs in on where investors can get the best return for their money and lends insight on ensuring…

| In the Media

CNBC: Want to Own Disney Stock?

Disney epitomizes the type of stock you want to own right now. In a year where the s&p 500 is pretty much trading at fair valuations and what the market’s looking for is companies that could be on the top line, bottom line and really importantlytoday, you have to have a robust pipeline and roadmap…

| In the Media

Fox Business: Number of users key to LinkedIn’s future success?

Surevest Wealth Management CEO, Robert Luna, discusses LinkedIn’s fourth-quarter results and where the opportunities are for investors.  “People are not buying social media stocks because their cheap right?” Robert states that while these stocks are priced to perfection, they are about to make a big push into China so the…

| In the Media

Robert Luna’s CNBC Appearance on Closing Bell

Our very own Robert Luna, CEO or Surevest Wealth Management, discussed how the jobs report influenced the big market day on CNBC’s Closing Bell         Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good…

| In the Media

USA Today: Mistakes to Avoid in Retirement

Rodney Brooks of USA Today quotes Jeremy Kisner, CFP, President at Surevest Wealth Management, in an article about mistakes to avoid in retirement. Kisner weighs in on how claiming Social Security too early is a bad move. “A better move would have been not to claim it till a later…

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