by Securityfinancial | Feb 6, 2018 | Leo's Blog
I wanted to provide feedback on the recent market downturn. This activity is not a bear market which is defined as 3-6 months of a market downturn, rather a market correction that is long overdue – and perfectly normal when you look at historical trends. Since March...
by Securityfinancial | Feb 1, 2017 | Leo's Blog
Each year Wealth Professional (highly respected news publication in the financial services industry) reaches out to the financial services community in order to compile a list of the top advisors that are driving the business forward. Given the fact that there are...
by Securityfinancial | Jan 13, 2015 | Leo's Blog
Happy New Year. I trust the holiday break treated you well. One of my goals for the new year is to communicate my thoughts and ideas on all financial matters ranging from investment themes to estate planning ideas to tax-saving opportunities. More importantly,...