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Jeremy Kisner

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IN THE MEDIA

Jeremy Kisner regularly shares his financial insight
 with national media outlets.
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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?

One Landlord’s Advice for Those Who Want to Purchase Rental Property

May 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.

How to Keep Your Common Sense When the Stock Market Takes a Wild Ride

February 18, 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.”

Bitcoin Rally Generates Fear of Missing Out, But Smart Play May Be in Staying Away

January 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?

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Despite Age Spots, Stock Market Rally Still Looks Perky

June 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.

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Lump Sum or Annuity Payments? It’s No Easy Decision

April 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.

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Tips for Tweaking your Retirement Plan to Avoid Potential Obstacles

April 4, 2017

Americans are making a series of easily fixable mistakes that are slamming their retirement savings.

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5 Questions to Ask Before Buying an Annuity

January 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.

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Income Property: 9 Things to Consider Before You Invest

November 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.

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Are You Shrinking Along with the Middle Class?

May 27, 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.

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Update on Qualified Longevity Annuity Contracts

October 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?

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A New Approach to Bonds

July 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.

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Investing: Do Foreign Stocks Still Make Sense?

June 28, 2015

Should investors bother having international exposure through mutual funds, exchange-traded funds, or individual securities?

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You’re in Your Middle Years? Here’s Why You Probably Need to Buy Life Insurance

May 1, 2015

Once you’ve reached your middle years, it’s time to stop thinking your employer-sponsored life insurance is all you need.

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Financial Planning for Childless Retirees Important

February 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.

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Wealth Adviser: An App to Help Keep Track of Riches

September 11, 2014

Read coverage of special interest to wealth managers, financial planners, and other advisors.

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5 Investment Risks and How to Manage Them

July 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.

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Should You Buy Life Insurance for Your Kids?

June 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.

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What’s New with Long-term Care Insurance?

May 12, 2014

Think you know the ins and outs of long-term care insurance? Think again.

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7 Tips to Make Retirement Savings Last

May 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.

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How to Know it’s Time to Break Up with Your Financial Advisor

April 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.

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7 Big Mistakes to Avoid in First Year of Retirement

December 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.

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The Best Way to Stick to a Budget

June 10, 2013

Should people make an ongoing habit of tracking everything they spend and save?

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Investors Hesitating as Stocks Hit Record Highs?

May 8, 2013

In this video, MaxFunds.com co-founder Jonas Max Ferris and Surevest Capital Jeremy Kisner share their outlook for the markets.

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12 Debt Myths That Trip Up Consumers

April 25, 2013

If you follow all conventional wisdom blindly, you may miss out on key nuances of dealing with debt.

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What’s Right and Wrong About 401k’s

March 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.

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Widow’s $115,000 Retirement Savings Plan Too Risky

February 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.

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Investors are Waiting for a Clear Sign They’ll Never Get

December 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.

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Fundline: New Managers, Fund Openings, Closings

October 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.

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Long-Term-Care Insurance: Weighing the Alternatives

September 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.

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To Defer or Not to Defer (Social Security): That is the Question

August 21, 2012

Never has there been a financial decision that more people have screwed up than when to claim Social Security benefits.

Our Recent Posts

Stock Options – How Do They Work?

Wouldn’t it be nice if you could lock in a minimum price that you’ll get when you sell your car a few years from now? The ability to lock in a minimum future sales price (or maximum future purchase price) is not readily available these days for personal use assets such as cars. However, a ...View Article

Election 2020: How Will the Outcome Affect Your Portfolio?

Politically, I have always been a moderate. I like some Republican viewpoints and others from the Democrats. This position seems to offend everyone these days. Nevertheless, you may be happy to hear that the stock market will most likely do fine over the next few years regardless of who wins the election. Dire predictions are ...View Article

Company Valuations – Why is a Stock Worth That Much?

Ultimately, the value of any item is what others are willing to pay for it. In the absence of government intervention, prices are set by supply and demand. Consumers typically decide what they are willing to pay for an item based on their tastes, preferences, philanthropic values, or sentimental attachment. However, the price an investor ...View Article

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