| In the Media

MarketWatch.com: 5 strategies to build your retirement income

Surevest Wealth Managment CEO and CIO Robert Luna was featured in Wall Street Journal’s MarketWatch article, 5 strategies to build your retirement income.  In the article he states that the primary purpose of a retirement portfolio should be able to distribute enough inflation-adjusted income to maintain the investor’s lifestyle throughout their lifetime. …

| In the Media

CNBC: Investment Strategy For Spring 2014

Robert Luna, Chief Investment Officer for Surevest Wealth Management, shares his best stock picks for warmer weather. He likes Lululemon. They enjoy a loyal following even after some hiccups over the last year and are, quite possibly,  bottoming out as a stock. He projects it will get back to the…

| 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…

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