Wealth and Wisdom

Wealth & Wisdom 08/05/2022

This past Tuesday our Surevest Investment Committee held their monthly call. On the call, the committee covered the current market, how July was a great month in the stock market, why we think so, and where we think it’s headed. We also addressed questions on the housing market, if it’s a good time to sell,…

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Wealth & Wisdom 07/29/2022

This coming Tuesday at 1 pm PT we will hold our monthly Surevest Investment Committee call. We will discuss data we are observing from our current economy, the recent Fed rate increase, inflation, as well as our approach and strategy on the call.

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Wealth & Wisdom 07/22/2022

CI Surevest Private Wealth CEO, Rob Luna, sits down with Charles Payne to discuss the rise in retail sales, U.S. economic health, inflation levels, and why picking a bottom could lead to missed opportunities.

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Wealth & Wisdom 07/15/22

On a total return basis, the S&P 500 ended the quarter down 16.10% while the tech heavy NASDAQ ended down 22.28%. The main driver of this has been rising interest rates, which play an important factor in valuing stocks. Growth stocks are especially sensitive to this concept. This is because the proper way to value…

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Wealth & Wisdom 07/08/2022

This past Tuesday we held our monthly Investment Committee Call. We covered current economic news, inflation rates, employment rates, U.S. 2 and 10-Year Treasury Yield, and how and where these may affect the stock market. We will continue to watch and share the opportunities and risks and will notify our clients of any potential changes…

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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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