Wealth & Wisdom | January Kickoff Meeting | Rob Luna on Fox | Meal Prep — Surevest along with markets will be closed Monday, January 2nd, in observance of New Year’s Day and will resume normal business hours on Tuesday, January 3rd.
Wealth & Wisdom | Holiday Wishes | Robert Luna on Fox | Nike — All of us at Surevest would like to wish you and your family a very happy and healthy holiday season! “Blessed is the season which engages the whole world in a conspiracy of love.” – Hamilton Wright Mabie
Wealth & Wisdom | Robert Luna on Fox Business | Fed Forecast | Foodie Gifts — Rob Luna, CEO of Surevest Private Wealth, sits down with Charles Payne to discuss buying opportunities and the best investor mindset to have in a volatile market.
Wealth & Wisdom | Watch this Week’s Investment Committee Call | “Deflating Financial Bubbles” | Exercise & Cancer This past Tuesday we held our last Investment Committee Call of the year. Special guest, Jeremy Kisner, CFP®, CPWA®, CLU®, Director of Financial Planning, discussed tax planning. While our Investment Committee, reviewed how our portfolios are performing, PASS…
Wealth & Wisdom | December Investment Committee Call | Payrolls & Wages | Walking Challenge — Our monthly Investment Committee Call, will be this Tuesday at 1 pm PT. We will discuss what to expect as the year ends and how we will be approaching 2023.
Wealth & Wisdom | Market Update | Holiday Shoppers & Inflation | Gratitude Is Good For You — This week the markets received important news; Jerome Powell is to be nominated for a second term as the Federal Reserve chairman. Many were expecting President Biden to nominate Lael Brainard, who is a registered Democrat, an…
Wealth & Wisdom | Robert Luna on Cavuto | Fed to Lift Rates | Thanksgiving Side Dishes — Surevest Private Wealth CEO, Rob Luna, discusses the potential impact Target’s disappointing sales outlook has on the current market.
Market Update | Inflation & The Market | Will Fed Stay the Course | Veteran’s Day — The Bureau of Labor Statistics released the U.S. Inflation numbers this week, measured by the increase of the Consumer Price Index (CPI). The expectation was for the October CPI to increase 7.9% year-over-year, but numbers came in at…