Wealth & Wisdom 11/04/2022

Wealth & Wisdom | Watch Tuesday’s Investment Committee Call | Change in Approach | Disney+ — We held a great monthly Investment Committee call this Tuesday, we appreciate all that could attend. We shared new data on the stock market and how it is influenced by three factors: economic news, market fundamentals, and technical. We…

Wealth & Wisdom 10/28/2022

November Investment Committee Call | Rob Luna on Cavuto | Halloween Treats — November 1st, we are holding our monthly Investment Committee call at 1 pm PT. We will review the past quarter and what we are observing going into the last quarter of the year. We will discuss the stock market, earnings, and valuations.…

Wealth & Wisdom 10/21/2022

Wealth & Wisdom | Fall Quarterly Commentary | CEOs & Recession | Cheap Airfare? — The markets started the quarter with a strong start before turning negative. After bottoming in June, by mid-August, the S&P 500 was up almost 14% and the NASDAQ was up 19%. However, as we mentioned in our prior publications and…

Wealth & Wisdom 10/14/2022

Wealth & Wisdom | Robert Luna on Fox Business | Social Security COLA | Flu Off to an Early Start — We all know the first rule of investing is to buy low but how does that work in a volatile market? Robert Luna, CEO of Surevest Private Wealth, weighs in with Charles Payne on…

Wealth & Wisdom 10/07/2022

Wealth & Wisdom | Watch Investment Committee Call This Tuesday | Inflation & Stock Market | Health & Dinner — This past Tuesday, we held our monthly Surevest Investment Committee Call. On this month’s webinar we discussed the challenging market we have experienced this year. Stocks are not the only asset class that have had…

Wealth & Wisdom 09/30/2022

Wealth & Wisdom | Investment Committee Call This Tuesday | Tesla | Hurricane Ian  — October’s Investment Committee call is this coming Tuesday at 1 pm PT. The Surevest Investment Committee will discuss the turbulent economy and market, interest rates, and inflation.

Wealth & Wisdom 09/16/2022

Wealth & Wisdom | Robert Luna on CNBC | Fed Reserve – Hawkish Stance | Hispanic Heritage Month — Surevest Private Wealth CEO, Rob Luna, discusses Wall Street’s rebound from Tuesday’s sell-off, the latest US Inflation numbers, retail sales and supply chain issues and the electric vehicle trends.

Wealth & Wisdom 09/09/2022

Watch This Last Tuesday’s Investment Committee Call | Market Correction | Early Year-End Shopping — We want to say thank you to everyone who was able to make this past Tuesday’s Surevest Investment Committee call. We discussed the volatility this quarter and shared information and data we are observing, along with the approach we are…