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.

CNBC Street Signs: Relief Bill Creating Market Uncertainty
In his latest appearance on CNBC Street Signs Asia, Surevest Private Wealth CEO Rob Luna discusses the market volatility over Trump's comments on the coronavirus relief bill, the high-momentum names to look at over the next 12 months, his positivity with stay at home stocks and sticking with Apple going into 2021.
December 22, 2020
Fox Business: Disney Surges to All-Time High – Big Growth Year for Smaller Stocks
Surevest Private Wealth CEO, Rob Luna, explains why Disney's stock soared to an all-time high and which underrepresented smaller stocks are surging in today's market.
December 11, 2020
PRWeb: Surevest Private Wealth 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 Private Wealth to expand her practice helping women navigate life changing events
December 6, 2020
Fox Business: Investor Optimism Drives a Stellar Week on Wall Street
Surevest Private Wealth CEO Rob Luna discusses his market strategies with SPY, Salesforce and Petco's IPO plans.
December 4, 2020
Fox Business: The Barbell Approach to Investing
Surevest Private Wealth CEO, Rob Luna, explains the barbell strategy using current market examples.
November 20, 2020
Fox Business: Earnings Remind Investors of Fundamentals
Surevest Private Wealth CEO, Rob Luna, discusses how you can stay focused in an uncertain market.
November 13, 2020