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.

Fox Business: Markets waiting on stimulus deal before climbing higher
Surevest CEO Rob Luna shares his analysis with Fox Business host Charles Payne on investing in the corona-virus markets.
August 7, 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
July 8, 2020
Fox Business: Financial media often crafts political narratives over facts
FOX Business' Charles Payne argues assessing the market is almost always a matter of opinion. Surevest Wealth Management CEO Rob Luna agrees with Payne's remarks and discuss stocks that are dominating the market.
June 12, 2020
Fox Business: Which Stocks to Invest In As The Market Rallies
Surevest CEO and Chief Investment Strategist Rob Luna discusses investing amid the rallying market.
June 6, 2020
Fox Business: What Sectors Should Investors Explore Amid Coronavirus, Job Losses?
Surevest CEO and Chief Investment Strategist Rob Luna discusses Friday's positive day in the market and how stocks could perform as unemployment numbers continue to rise.
May 8, 2020
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