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

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

CNBC: Morgan Stanley’s purchase of online brokerage E-trade isn’t compelling, says strategist
FOX Business' Charles Payne talks about giving investment advice for younger generations. Surevest CEO and Chief Investment Strategist Robert Luna discusses with Payne what the next generation should invest in.
February 21, 2020
PRWeb: Surevest Wealth Management Recruits Wealth Advisor Who Manages $100 Million Dollars of Client Assets From Wells Fargo Advisors
$100 million Wealth Manager & Women in Transition Specialist, Breanne Polonia, departs Wells Fargo Advisors and joins Surevest Wealth Management to expand her practice helping women navigate life changing events
February 19, 2020
Fox Business: How future generations are affecting investing opportunities
FOX Business' Charles Payne talks about giving investment advice for younger generations. Surevest CEO and Chief Investment Strategist Robert Luna discusses with Payne what the next generation should invest in.
February 14, 2020
Fox Business: Could coronavirus fears dent global economy in February?
Surevest CEO and chief investment strategist Rob Luna discusses how he invests and how news headlines could impact markets in the coming weeks
February 7, 2020
CNBC: Be more selective about US stocks despite optimistic 2020 outlook
Robert Luna of Surevest Wealth Management says that investors should be pickier about individual U.S. stocks and capitalize on those that are trading at a discount average in 2020.
January 14, 2020
CNBC: Facebook and Carlyle are ‘great names,’ says strategist
Robert Luna of Surevest Wealth Management says there is value in sectors such as health care, energy and financials. He says Carlyle has “great upside momentum” going into 2020
November 7, 2019