In The Media

Placing The Blame

Rob Luna discusses the average investor’s market confidence factors, volatility and how important it is to have the right investment mindset when building a portfolio. CRWD, PATH, SHOP and ZM are the names to watch.

More Appearances

Security Risk = Investment Opportunity

October 9, 2024

Rob Luna shares his insights on the current market, as well as emphasizing the importance of listening to market signals and not being swayed by personal beliefs.

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WHY REAL TALK?

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Electives

Elective options vary depending on which membership level a client has selected.

  • Credit Card Payoff Analysis
  • Student Loans Payoff Analysis
  • Home: Rent vs Buy
  • Mortgage Refinance Analysis/How to Pay Off Your Mortgage Sooner
  • Credit Card Score & Analysis
  • Social Security Benefits Review
  • Personal Budget Analysis
  • College Planning
  • Employer Retirement Plan (401k, 403b, etc.) Analysis
  • Specific Goal Planning (Home Purchase, Car Purchase, Wedding, etc.)
  • Purchase Analysis: Spend vs Borrow
  • Auto Lease vs Buy Review
  • Loved Ones Analysis
  • Account Beneficiary Review
  • Determine if a Living Trust/Will is Needed
  • Determine if POAs are Needed for Health/Financial matters
  • Determine if a Guardianship Clause is Needed