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  • Our Team
    • Financial Life Planners
    • Investment Committee Leaders
    • Operational Excellence
  • Our Difference
    • Exclusivity
    • Talent
    • Fiduciaries
    • Team-Based Solutions
  • Our Commitment
    • Expectations
    • Security & Transparency
    • Vision & Mission
  • FAQ’s
  • Services
    • Private CFO
    • Wealth Management
    • Situational Planning
  • Contact
    • Send a Message
    • Los Angeles – Corporate Office
    • Phoenix
  • Client Login
    • Charles Schwab
    • Wealth View
    • TD Ameritrade

Daily Archives: April 22, 2022

Market Update 04/22/2022

ChirpBy Vanessa PatrickApril 22, 2022

Surevest Private Wealth CEO, Rob Luna, sits down with Charles Payne to discuss his take on the VIX market volatility, the technical investor reaction to the interest rate outlook ahead, and why you may not want to hold airline stock.

Fox Business: Getting Aggressive

In the MediaBy April 22, 2022

Surevest Private Wealth CEO, Rob Luna, sits down with Charles Payne to discuss his take on the VIX market volatility, the technical investor reaction to the interest rate outlook ahead, and why you may not want to hold airline stock.

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