Daily Archives: June 28, 2018

Surevest advisor teaches financial literacy to D.C. youth

ChirpBy Tina Swail June 28, 2018

“Who here wants to learn about making money?” This is the opening line that our very own Senior Wealth Advisor, Peter Burnham, CFP®, has used over the last three years when teaching underprivileged high school students in Washington, D.C. about the basics of money and investing.

Fireworks and fun in Newport Beach, CA

ChirpBy Tina Swail June 28, 2018

As we prepare for the 4th of July festivities, I wanted to share what has been my favorite 4th of July destination since I was a kid. The Balboa Peninsula in Newport Beach, CA.

Market Update – June 29, 2018

ChirpBy Tina Swail June 28, 2018

Over the last week, the S&P 500 retreated 47 points or -1.22% as of Thursday’s market close. However, the index has remained positive with an increase of 3.25 points or 1.60% year-to-date.