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News & Updates

Past Articles- In PDF Format
December 2008 - As we enter the last month of this unprecedented year of decline in both the stock market and economy, we have to remind ourselves that these corrections have happened before and they will happen again. To read the full article click here.
November 2008 - E-news letter from Leo Belmonte - Click here to read.
November 2008 - Beginning in January 2009, you will have a new tax-sheltered option for saving money, thanks to the new Tax-Free Savings Account (TFSA). Introduced by the federal government in their 2008 Budget, the TFSA allows you to save or invest your money without paying tax on any income or capital gains. You can also withdraw funds tax-free at any time. Click here to read.
October 2008 - Perspective on these unprecedented times that we are experiencing in our global markets. Historically, stock markets react in anticipation of negative news in what then becomes an advance discount in stock prices. Click here to read more.
July 2008 - The goal is to give you a step by step account of the events that have taken place so far this year in the financial markets. Also included information pieces to reinforce the importance of not letting short term volatility affect your long term goals. The year to date 2008 review: Click here to read more.
June 2008 - As we enter the summer months, I felt that it would be a great opportunity to offer a few insights on the state of the markets for the first half of the year and what we can expect moving forward. Click here to read more.
The Six Step Process
Wealth Management Team