Fox Business: Wall Street’s War on Individual Investors
Surevest Private Wealth CEO Rob Luna discusses his market long-term strategies and outlook for individual investors amidst a recession. PANW, CRWD and BX are the names to watch
Wealth & Wisdom 09/02/2022
Investment Committee Call | Starbucks New CEO | Labor Day – Office Closed This coming Tuesday at 1 pm PT we will hold our monthly Surevest Investment Committee call. We will discuss data we are observing in the current market, from consumer spending to the housing market trends, as well as our approach and strategy on…