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    • Financial Life Planners
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  • Our Difference
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    • Team-Based Solutions
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    • Expectations
    • Security & Transparency
    • Vision & Mission
  • FAQ’s
  • Services
    • Private CFO
    • Wealth Management
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  • Contact
    • Send a Message
    • Los Angeles – Corporate Office
    • Phoenix
  • Client Login
    • Charles Schwab
    • Wealth View
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Category Archives: In the Media

Fox Business

Fox Business: Stocks Near Session Highs In Broad Rally

In the MediaBy September 13, 2022

The names that lead us down are the names that lead us out. Rob Luna, CEO of Surevest Private Wealth, sits down with Charles Payne to discuss long-term investment opportunities in this current market rally.

Fox Business: Wall Street’s War on Individual Investors

In the MediaBy September 2, 2022

Surevest Private Wealth CEO Rob Luna discusses his market long-term strategies and outlook for individual investors amidst a recession. PANW, CRWD and BX are the names to watch

Fox Business: “Quiet Quitting” Becoming “Quiet Firing”

In the MediaBy August 31, 2022

Surevest Private Wealth CEO, Rob Luna, discusses alarming workplace trends such as “quiet quitting” and “quiet firing” that are affecting communication between colleagues and remote workplaces.

Fox Business: Is This A Bear Market Rally Or a New Bull Market?

In the MediaBy August 18, 2022

Surevest Private Wealth CEO Rob Luna discusses his market investment strategies, the upcoming Federal Reserve’s Jackson Hole meeting, and the current climate of the market. GILD and ABBV are the names to watch

Musk & Trump Politics & The economy go hand in hand

In the MediaBy August 17, 2022

Rob Luna breaks down Elon Musk’s business perspective in the feud with former President Donald Trump

Fox Business: Retail Investors Taking Over

In the MediaBy August 13, 2022

Surevest Private Wealth CEO Rob Luna sits down with Charles Payne to provide his insight into this current market rally, and why this is a great time for individual investors to take advantage of the dips for long-term stock investments. Google and Meta are the names to watch.

Fox Business

CNBC: Semi Stocks A Buy? | Trends In Millennial Spending

In the MediaBy August 9, 2022

Surevest Private Wealth CEO, Rob Luna, discusses today’s market challenges with finding opportunities with semiconductor stocks, millennial spending trends, inflation, and why the economy isn’t as weak as most investors tend to believe. Airbnb, Wynn Resorts and Royal Caribbean are the names to watch.

Fox Business: Soft Landing Looking More Likely

In the MediaBy August 5, 2022

Surevest Private Wealth CEO, Rob Luna, discusses micro-cap investment strategies, inflation concerns, the current market rally and potential soft landing with Charles Payne. Buying opportunities within luxury stocks might be worth considering. Royal Caribbean, RH are the names to watch.

Fox Business: Market Rally Led By Technology and Energy

In the MediaBy July 29, 2022

Rob Luna, CEO of Surevest Private Wealth, sits down with Charles Payne to discuss the shift in sentiment and investor optimism that has led the current market rally. AMZN and RCL are the names to watch

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