CNBC: Morgan Stanley’s purchase of online brokerage E-trade isn’t compelling, says strategist

Robert Luna of Surevest Private Wealth says he wouldn’t be “very excited” about this deal if he were a shareholder of Morgan Stanley.

Fox Business: Investors Back In Funds & ETFS; Will They Stay?
Rob Luna sits down with Charles Payne to discuss the individual investor sentiment in today's markets, market exposure tolerance and the investment opportunities that can develop through conviction.
August 13, 2021
Street Signs: Pockets Of Opportunity
Rob Luna appears on CNBC Street Signs Asia to give his perspective on US July PPI, US weekly jobless claims, the infrastructure budget and the pockets of investment opportunity in the current markets. Coinbase, CrowdStrike, and Palo Alto Networks are the names to watch.
August 12, 2021
Fox Business: Is It Overvalued? Learn the PEG Ratio
Surevest Private Wealth CEO, Rob Luna, discusses the Robinhood IPO and the misconceptions around the individual investors in today's markets.
August 6, 2021
Fox Business: Individual Investors and Robinhood IPO Takeaways
Surevest Private Wealth CEO, Rob Luna, discusses the Robinhood IPO and the misconceptions around the individual investors in today's markets.
July 30, 2021
Fox Business: Individual Investors Are Crushing Wall Street
Surevest Private Wealth CEO, Rob Luna, discusses the shrinking number of Wall Street Analysts and how the pendulum has shifted in the individual investors favor.
July 26, 2021
Fox Business: Bulls Turning Sheepish
Surevest Private Wealth CEO, Rob Luna, sits down with Charles Payne to discuss how individual investors are getting spooked as bullishness falls, how record amounts of cash are being invested in ETF's/Equities, and the future outlook regarding next week's earnings season.
July 16, 2021