Wealth and Wisdom

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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Market Update 04/22/2022

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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Market Update 04/15/2022

Surevest Private Wealth CEO, Rob Luna, sits down with Charles Payne to discuss the current market consolidation, the importance of long term investment thesis in times of volatility and the individual stocks that are rallying through the uncertainty.

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Market Update 04/08/2022

This week was Surevest’s Investment Committee Meeting Call. We thank everyone who was able to attend. On this week’s call we covered macro data and the markets, the U.S. economy, as well as “Top of Mind Topics.” Top of Mind Topics are items that were provided to our advisors by clients, which cover a variety…

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Market Update – 3/18/22

For the large part of the year, the markets have been watching very closely for any new inflation data point. The consensus is that we will experience higher than usual inflation and that most data points released over the next couple of months will be higher than usual. The reason is simple; most of the inflation data compares year-over-year movement, and last year in the second quarter the economy was mostly shut down.

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Market Update – August 27, 2021

Every August the Federal Reserve Bank of Kansas City hosts the Jackson Hole Economic Symposium and every time this meeting is held, the market pays attention to everything that is said or implied. This year was no different, analyst watched closely to what Fed Chair Powell had to say about inflation, unemployment and their current bond purchasing program.

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Considering A Charitable Gift? Four Tips For Identifying Organizations Who Will Use Your Money Wisely

More and more people now are supporting causes they have a passion for through a range of charitable giving options—from direct gifts, to contributions via donor advised funds, to donations of stocks and appreciated securities, to a range of other philanthropic vehicles. While we will talk more about these “other” vehicles in another article, today we will discuss a few ways to screen nonprofit and charitable organizations before making your gift.

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