
How will the stock market react to the election results? Investors weigh in
November 3, 2020
“Dire predictions of presidents tanking the economy or stock market have almost always proven wrong,” Kisner wrote in a blog. Why?
Read More In the MediaNovember 3, 2020
“Dire predictions of presidents tanking the economy or stock market have almost always proven wrong,” Kisner wrote in a blog. Why?
Read More In the MediaMay 21, 2018
“Location, location, location” might be the mantra when selecting a promising house or condominium in which to live. But when it comes to purchasing rental homes, other factors also weigh heavily.
Read More In the MediaFebruary 17, 2018
“I think of market corrections as being like getting a haircut,” states Jeremy Kisner. “Even if you want to grow your hair long, you need to get the split ends trimmed occasionally.”
Read More In the MediaJanuary 28, 2018
Bitcoin and other cryptocurrencies are making regular headlines these days with their big price moves, mostly to the upside. But does that mean you should jump on the bandwagon?
Read More In the MediaJune 6, 2017
How much more time does the bull market have left? Nobody knows the answer, but here are some observations that could help put things into perspective.
Read More In the MediaApril 26, 2017
There’s a reason roughly 40% of Americans say they have less than $1,000 or so in liquid savings: Many people spend whatever money is available.
Read More In the MediaApril 4, 2017
Americans are making a series of easily fixable mistakes that are slamming their retirement savings.
Read More In the MediaJanuary 3, 2017
“Annuities are an insurance product, and just like all forms of insurance, you are transferring the risk to the insurance company for a fee,” says Jeremy Kisner, senior wealth adviser at Surevest Wealth Management, a financial advisory firm.
Read More In the MediaNovember 9, 2016
So you’ve been watching HGTV’s “Income Property” and are wondering: Is it time for me to buy a rental and become a landlord? You’re not alone.
Read More In the MediaMay 24, 2016
The declining middle class is a catch-all topic that politicians like to hit, from jobs being lost to China to student loans, costly medical care, and the nation’s falling rate of homeownership.
Read More In the MediaOctober 26, 2015
Retirees concerned about outliving their money received a new tax-advantaged tool from the feds last year called a qualified longevity annuity contract. Is a QLAC right for you?
Read More In the MediaJuly 11, 2015
Jeremy Kisner, a certified financial planner with Surevest Wealth Management in Phoenix, notes that dividend growers may do better than those focusing on the absolute highest-dividend stocks.
Read More In the MediaJune 28, 2015
Should investors bother having international exposure through mutual funds, exchange-traded funds, or individual securities?
Read More In the MediaMay 1, 2015
Once you’ve reached your middle years, it’s time to stop thinking your employer-sponsored life insurance is all you need.
Read More In the MediaFebruary 24, 2015
Childless singles and couples may mistakenly assume that the absence of heirs magically removes the weight of retirement and estate planning from their shoulders. But experts and statistics suggest something different.
Read More In the MediaSeptember 11, 2014
Read coverage of special interest to wealth managers, financial planners, and other advisors.
Read More In the MediaJuly 28, 2014
“People talk about their risk tolerance, but when you change the question to what’s their loss tolerance, they answer differently,” says Jeremy Kisner, senior wealth adviser at Surevest Wealth Management in Phoenix and Las Vegas.
Read More In the MediaJune 4, 2014
Life insurance can provide peace of mind, but for new parents, financial planners say taking out a policy on their child may not be the best way to spend their money.
Read More In the MediaMay 12, 2014
Think you know the ins and outs of long-term care insurance? Think again.
Read More In the MediaMay 6, 2014
Even if you were smart enough to have a comfortable retirement, you may still worry that it may not last you through what may be 30 years of retirement. We talked to financial planning firms across the United States, and asked for their best tips to help retirees preserve and grow their retirement savings.
Read More In the MediaApril 17, 2014
Whether it’s poor communication or underperforming returns, there are many signs it’s time to find a new financial advisor. But knee-jerk reactions could result in a tax penalty or fees.
Read More In the MediaDecember 2, 2013
When you make a mistake during the first year of retirement, it can be hard to recover. So, to help you through that first year, we asked the experts what the biggest mistakes made by rookie retirees are.
Read More In the MediaJune 10, 2013
Should people make an ongoing habit of tracking everything they spend and save?
Read More In the MediaMay 8, 2013
In this video, MaxFunds.com co-founder Jonas Max Ferris and Surevest Capital Jeremy Kisner share their outlook for the markets.
Read More In the MediaApril 25, 2013
If you follow all conventional wisdom blindly, you may miss out on key nuances of dealing with debt.
Read More In the MediaMarch 8, 2013
In this video, we discover the two ways to play your 401(k), with Greg Kasten, Unified Trust founder & CEO and Jeremy Kisner, Surevest Capital.
Read More In the MediaFebruary 13, 2013
When a loved one is ill, saving for retirement is never top of mind. That was the case for Lisa Bowman, whose husband suffered a debilitating stroke six years ago and passed away in 2011.
Read More In the MediaDecember 16, 2012
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.
Read More In the MediaOctober 1, 2012
Mutual fund investors have had a good year so far: The average stock fund has gained 14.2%. But your fund company has probably had a better year.
Read More In the MediaSeptember 21, 2012
Long-term-care insurance is the financial equivalent of gum surgery: something that is often seemingly necessary, but just as often avoided at all costs.
Read More In the MediaAugust 21, 2012
Never has there been a financial decision that more people have screwed up than when to claim Social Security benefits.
Read More In the Media