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Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to discuss opportunities for HNW investors in today’s market. Luna explains that valuations on consumer staples and utilities are not sustainable moving forward. Instead, he suggests that investors looking for growth and income take profits from those areas and reallocate to undervalued sectors such as technology, energy and industrials.
Financial Advisor, April 29, 2013 Ben Mattlin of Financial Advisor magazine features Jeremy Kisner, CFP, president at SureVest Capital Management, in an article discussing the changing landscape of long-term care policies. Kisner weighs in on the reasons behind these changes. “Insurers miscalculated the true costs of providing the coverage. They overestimated how many policyholders would let their policies lapse, [and] underestimated the cost of care and policyholder claims frequency,” Kisner explains.
Yahoo! Finance TV “Breakout”, April 16, 2013 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Yahoo! Finance TV “Breakout” to offer five signs of an investment bubble. They include: 1) Deviation from historical value, 2) Experts begin to predict extreme highs, 3) The average person suddenly becomes an expert, 4) You hear the saying “This time it’s different” and 5) Political manipulation.
Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to discuss where investors can find opportunity in today’s market. Luna explains that many investors are looking for a 3-5 percent correction, which may not come. Therefore, he recommends being more selective when choosing stocks and to focus on companies with higher than normal dividend yields and cheap valuations relative to the market. He also suggests multifamily housing as a sector to consider.
Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on CNBC’s “Closing Bell with Maria Bartiromo” to weigh in on Dow Transports. “Transports have not been a good indicator for a long time now and the fact of the matter is that it’s a very overvalued index,” Luna explains. Additionally, he reminds investors to remain long-term focused in this market and to keep their emotions in check as the occasional 2-3 percent pullback occurs.
Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on CNBC’s “Closing Bell with Maria Bartiromo” to discuss the Dow Theory and its effectiveness. “Dow Transports were a really good market indicator prior to the 1970s, but since then, both technically and fundamentally they just don’t make sense anymore,” Luna explains. Additionally, he instructs investors not to go out and buy the broad based index, but instead look for select opportunities to invest money.
Financial Planning, March 22, 2013 Ann Marsh features Robert Luna, CIMA, CEO and chief investment officer and Jeremy Kisner, president of SureVest Capital Management, in a story discussing why partnerships in the wealth management industry can pay off if done the right way. “If you want to get the $2 million to $5 million accounts,” Kisner says, “you have to have a team. You have to have credibility.”
Fox Business, March 19, 2013 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to offer his current market outlook. He weighs in on the falling personal income percentage in February and explains that it could affect the market as the consumer still accounts for a large part of the economy. Luna also suggests avoiding overvalued consumer staples and discretionaries, and to consider products that allow investors to participate in the market, but still offer some protection.
Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on CNBC’s “Closing Bell with Maria Bartiromo” to discuss the impact of tech stocks in today’s market and investors’ portfolios. Luna explains that where and when you buy specific investments is important and that valuations on tech stocks are not expensive right now. “Many of these companies have free cash flow that not only supports the current dividend that they're paying, but also continues to sustain an increase in dividends over the next few years,” he says.
CNN, March 9, 2013 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on CNN “Your Money” with Ali Velshi to offer his expert market outlook and suggest ways for investors to achieve growth and portfolio preservation in retirement.
Jeremy Kisner, president at SureVest Capital Management, appears on CNBC’s “Closing Bell with Maria Bartiromo” to discuss the current state of 401(k) plans and how they can be improved. During the segment, Kisner explains that optimizing 401(k) plans is crucial as they are the main source of retirement savings next to Social Security. To improve effectiveness, he suggests that investors receive more education and training on how to manage their plan. “I feel like workers are underserved. They’re not getting the counseling or education they need from their 401(k) providers,” he explains.
The Wall Street Journal, February 25, 2013 Rachel Ensign of The Wall Street Journal quotes Jeremy Kisner, CFP, president at SureVest Capital Management, in an article discussing 12 debt myths that often trip up consumers. Kisner weighs in on when mortgage and home-equity interest is deductible. “Typical threshold is even lower on home-equity debt. If you're using some of that home equity for significant home improvements, that portion usually falls under the $1 million cap for mortgage interest instead,” he explains.
Fox Business, February 20, 2013 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to weigh in on sequestration and how it will affect investors. Luna explains that the market might see a healthy short-term correction as sequestration looms and encourages investors to view this as a long-term buying opportunity. He believes that frontier markets have room for growth and suggests single country ETFs as a way to capitalize.
MoneyLife with Chuck Jaffe, February 15, 2013 Chuck Jaffe of MarketWatch.com interviews Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, on his internet radio show. During the segment, Luna discusses investment strategies that are consistent with lifestyle preservation in mind. “There will be some ups and downs, but investors need to look at these dips as buying opportunities over the next couple of years,” he explains.
Matt Twomey of CNBC.com quotes Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in an article highlighting Luna’s comments on the possibility of sequestration during a recent appearance on CNBC. “If you see a sell-off based on the sequestration, you need to start loading up on stocks at that point,” Luna suggests.
Sarah Max of Barron’s features Jeremy Kisner, CFP, president at SureVest Capital Management, in an article discussing how investors may now begin to utilize equities in place of bonds. Kisner shares his reasoning for this movement. "It's not just a matter of bonds being overvalued, but that these yields will not get you through retirement."
Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on CNBC’s “Closing Bell with Maria Bartiromo” to discuss sequestration and how it could impact investors’ portfolios. Luna explains that the markets could see a healthy pullback around five percent, which should create equity buying opportunities for investors. “Investors should now be looking at emerging markets and international markets for the next leg up,” he suggests.
The Wall Street Journal, February 4, 2013 Rachel Louise Ensign of The Wall Street Journal quotes Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in an article highlighting the results of a readers’ survey that determined many investors allocate a large portion of their portfolio toward alternative investments. "Whether it's a 22-year-old or 46-year-old, [the allocation to] alternatives seems very high," Luna says. He believes this high number could be due to an interest in gold.
Fox Business, January 30, 2013 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to discuss opportunities for HNW investors in today’s market. He explains that looming sequestration could be a catalyst for a slight pullback, however he remains bullish on the overall market. Domestically, Luna recommends the energy sector because of its solid dividend yield and room for expansion, whereas internationally he suggests emerging and frontier markets as a long-term growth opportunity.
Fox Business, January 10, 2013 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to offer his current market outlook. He suggests that now might be an opportune time for investors to consider emerging markets. For those looking to take a more conservative angle toward emerging markets, Luna suggests stable companies such as Coca-Cola and Disney.
Maria Bartiromo of CNBC interviews Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in a segment discussing what investors should be presently watching in the markets. Luna weighs in on Alcoa’s earnings saying that positive earnings could propel momentum. Additionally, he discusses the 10-year Treasury rates. “We believe technically that rates will be headed higher and we think this could be a bullish sign for equities,” he explains.
Emily Driscoll of Fox Business features Jeremy Kisner, CFP, President of SureVest Capital Management in an article discussing the costs of higher education and the student loan market. “The cost of college has been increasing at an average of 8% per year for the past 30 years, well in excess of the inflation rate. There has been little incentive for top universities to cut costs as they still have far more applicants than they can accept,” Kisner explains.
Money Magazine, Jan / Feb Issue 2013 Jeremy Kisner, President of SureVest is the featured advisor in Money Magazine’s Money Makeover column. Jeremy advises 46 year old Lisa Bowman, a Retail Manager how to reorganize her finances after losing her husband to illness and relocating from New York to Arkansas.
Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on CNBC to discuss what he is closely watching now and through the end of the year. He also weighs in on the impact of retail sales. “I’m going to be watching the retails sales number. The consensus is for a gain of 0.4 percent. This number is going to help us take a look at the health of retailers this holiday season,” Luna explains.
Fox Business, December 4, 2012 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to weigh in on health care, financials, the fiscal cliff and stocks. Luna explains that health care operators will benefit from the new tax rules, but medical device manufacturers and consumers will face new pressures. As the looming fiscal cliff approaches, he recommends avoiding financials and instead points out buying opportunities in companies like Apple. “If you haven’t owned Apple and you missed out on the big run up, this is a great opportunity to step into the name.”
The Arizona Republic, November 28, 2012 Russ Wiles of The Arizona Republic features Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in an article about managing finances for investors that come into a windfall of wealth. “Before you do anything, sit down with your advisers,” Luna recommends. He suggests a mix of high-quality, dividend-paying stocks plus municipal bonds for tax-free income. “Set up your lifestyle around that. If you wind up with a little extra at the end of the year, you can help out family or friends with it,” he explains.
The Wall Street Journal, November 16, 2012 Leslie Scism of The Wall Street Journal features Jeremy Kisner, CFP, president at SureVest Capital Management, in an article discussing how universal-life insurance policies bought years ago when interest rates were high will be facing cancellation if policyholders don't agree to pay more. “In the late 1990s, many universal-life accounts paid interest rates of 7% to 8% a year," Kisner says.
Fox Business, November 12, 2012 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to discuss how investors can capitalize in today’s market. Luna explains that much of the premium has come out of the market and the S&P is fairly priced at the moment. Instead, he suggests that investors consider underperforming emerging markets as a long-term growth opportunity. “There are plenty of opportunities for long-term growth in the emerging markets at much cheaper multiples than what you’re finding here," he says.
AgingCare.com, November 9, 2012 Anne-Marie Botek of AgingCare.com features Jeremy Kisner, CFP, president at SureVest Capital Management, in an article discussing the biggest mistakes people make when filing for Social Security, such as beginning to collect their benefits too early. "It's the biggest issue for people. Everyone wants an answer to the question: At what age should I collect?" Kisner explains.
CNBC’s Maria Bartiromo interviews Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, during a segment discussing the market’s reaction to the re-election of President Obama. Luna weighs in on the impact it may have on investors’ portfolios. “Money goes where it’s treated best and investors are facing unprecedented tax increases," he says. Luna also adds that U.S. growth is slowing down and other countries such as India are more attractive to start a business.
Fox Business, October 31, 2012 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to weigh in on Hurricane Sandy and the reopening of the NYSE. He explains that the market might see a short-term sell off, however volume will continue to be light as uncertainty surrounding the upcoming election continues to loom. “As far as making long-term fundamental decisions on what you want to do with your portfolio, this really should not have much of an impact,” Luna says.
Chicago Tribune, October 24, 2012 David Randall features Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management in an article discussing what happens when a stock darling becomes a dud. "When you see a stock get hit hard after it was priced in its upper range, you typically won't have anybody jump back in until it's trading at a discount,” Luna explains. This article also appears at:
Wharton Magazine, October 23, 2012 Matthew Brodsky of Wharton Magazine quotes Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in an article discussing the NFL-Wharton Prep Leadership Program that brings 36 rising seniors to the Philadelphia campus to learn about leadership style, management principles, college admissions, academic success, goal setting, social media and networking. Luna noted the “gruesome” stats of pro athletes: for instance, how a high number of NFL players are bankrupt within two years of leaving the league. “There’s a lot of bad advice out there,” he says.
Fox Business, October 18, 2012 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to share his market outlook. Luna believes the market is experiencing a bull run and encourages investors to remain invested in equities, as they are one of the best asset classes to be in currently. He also suggests that trying to time the market could be a very risky move. “If you’re trying to time the market for a 3-5 percent pullback, that’s a pretty slippery slope,” Luna says.
The Huffington Post, October 16, 2012 The Huffington Post features an article written by Jeremy Kisner, CFP, president at SureVest Capital Management, discussing this year's strong stock market performance despite a shaky economy and weak labor market. Kisner explains that companies have become lean and adaptable in order to boost profits and compete globally. “Many investors are waiting until the unemployment rate is back to normal and all their friends have jobs as a type of ‘all clear signal’ in the markets. By then they will have missed the boat. As heartless as it sounds, profits drive stock prices, not employment,” Kisner says.
Bloomberg Radio, October 11, 2012 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears live in studio on Bloomberg Radio to offer his market outlook and says that stocks will continue to climb the “wall of worry.” Luna suggests, “It’s important to put everything in long-term perspective and investors should not let day-to-day movements affect their investment decisions.” As SureVest Capital Management works with many people in or near retirement, he recommends emerging market debt, high-yield bonds and large dividend-paying stocks as areas to consider.
TheStreet.com, October 8, 2012 James Rogers features Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in an article discussing why it might be beneficial for investors to consider companies such as Priceline and Disney as stocks that may capitalize from the success of Apple’s iPhone 5. "If you look at the tablet market for young children, Disney is pretty much attached to everything we look at. They have so many ways to leverage each new consumer - from a tablet going into a household, it opens the door to other merchandise, theme parks, and also television," Luna explains.
The Wall Street Journal, October 7, 2012 Rachel Louise Ensign features Jeremy Kisner, CFP, president at SureVest Capital Management, in an article discussing how to recharacterize a Roth Conversion. “Some people may want to undo a conversion because it has resulted in a big tax bill that put too much strain on their finances. It may have pushed some people into a higher tax bracket, triggered income tax on Social Security benefits or raised Medicare premiums,” Kisner says.
John Waggoner quotes Jeremy Kisner, CFP, president at SureVest Capital Management, in an article about Roth recharacterizations. “Redoing a Roth conversion will let you recoup the taxes you paid to do so. It's not a good strategy for everyone, but if you paid Uncle Sam $10,000 in taxes to convert your Roth and suddenly find yourself short of cash, a Roth redo might be the thing to do,” Kisner explains.
The Wall Street Journal, September 21, 2012 Charles Passy quotes Jeremy Kisner, CFP, president at SureVest Capital Management, in an article weighing the alternatives to long-term-care insurance. "A long-term care event is one of the few things that can completely derail your retirement plan," Kisner explains.
SmartMoney.com, September 20, 2012 Elizabeth O’Brien of SmartMoney.com features Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in an article discussing the changing variable annuity environment. Luna explains that annuity providers are having trouble sustaining guarantees. “Policies that might have offered a 7 percent growth rate now offer as little as 5 percent,” he says.
Fox Business, September 17, 2012 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on Fox Business to share his market outlook and how it is impacting investors. Luna weighs in on the latest Fed stimulus and feels that it helps force investors to take more risk. “You’re no longer getting income from government bonds, so you have to look into riskier assets like equities,” explains Luna
Investor’s Business Daily, August 24, 2012 Trang Ho of Investor’s Business Daily features Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, in an article that discusses five catalysts that may boost credit card stocks. Luna weighs in on American Express and says, “The stock
CNBC, “Street Signs,” August 23, 2012 Robert Luna, CIMA, CEO and chief investment officer at SureVest Capital Management, appears on CNBC to discuss strategies for young investors to consider. “Young investors should realize that when going into the stock market, 90 percent of the returns come from dividends and dividend growth, so while speculation could play a part, they should focus on high-quality dividend paying stocks,” he says.
The Huffington Post, August 21, 2012
Romney’s VP Pick Not Wowing Wall Street” - CNBC
The Wall Street Journal, August 6, 2012
The Daily Courier, August 5, 2012
Fox Business, August 3, 2012
Bloomberg TV, July 20, 2012
The Daily Courier (Prescott, AZ), July 7, 2012
Fox Business, June 25, 2012
Dow Jones Newswire, June 21, 2012 “When the big paychecks stop, guaranteed income becomes important”
Bloomberg Radio, Thursday, June 14, 2012
Barron's, June 4th, 2012
Fox Business, May 21, 2012
Fox Business, May 7, 2012
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