SUREVEST BLOG

Wealth & Wisdom 07/01/2022

Join us this coming Tuesday for our monthly Investment Committee Call. We will discuss the current market, our thoughts on recession, and what direction and opportunities we are observing.

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Wealth & Wisdom 06/24/2022

If there’s a stock and everybody has a sell rating on it, guess what the next rating is going to be? Surevest Private Wealth CEO, Robert Luna, talks about buy the dip in an unpredictable market with Charles Payne on Fox Business.

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Wealth & Wisdom 06/17/2022

The stock market entered a bear market this week. So, what does a bear market mean for your portfolio? We thought this would be an appropriate question to address because the year-to-date performance of the S&P down 22.50% on a total return basis, as of Thursday’s close. Bear markets are typically defined by a 20%…

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Wealth & Wisdom 06/10/2022

Watch This Week’s Investment Committee Call This past Tuesday we held our monthly Surevest Investment Committee Call. We reviewed data we’ve been working on, what we are looking at in the market, some of the changes we have noticed month-over-month, and what opportunities, and risk and concerns that are out there as well. We appreciate…

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Wealth & Wisdom 06/03/2022

This coming Tuesday is our Surevest Investment Committee Call at 1 pm PT. We hope you can join us as we discuss our thoughts on the current market environment and how we continue to navigate these times. If you have any questions, please contact your financial advisor to submit them in advance.

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Wealth & Wisdom 05/27/2022

Surevest Private Wealth CEO, Rob Luna, joins Charles Payne to discuss the recession, the ARKK Innovation Fund, and the consumer trends with dining and shopping.

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Wealth & Wisdom 05/20/2022

This past Tuesday, the Surevest Investment Committee held a Special Market Volatility Update Call. We wanted to take this opportunity with our clients to provide a high-level overview of our thoughts on the current market, challenges we’re seeing, what is the market pricing at right now, what metrics we look at, areas of opportunities, and…

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Wealth & Wisdom 05/13/2022

Surevest Investment Committee is holding a Special Market Volatility Update Call this coming Tuesday, May 17th, at 1:30 pm PT. In light of the recent market volatility, the call is to address the current market, where we see opportunities, and the actions we have taken and how we will navigate this going forward.

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Wealth & Wisdom 05/06/2022

Surevest held our monthly Investment Committee Call this past Tuesday, May 3rd, with special guest, Jordan Rosenberg, CIMA®. Our call with Jordan focused on digital assets as we wanted to provide a basic foundation and understanding of what they are to our clients. Jordan provided a high level overview of digital assets and he dove…

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