by Leo Belmonte | Aug 16, 2022 | Leo's Blog
I wanted to provide a few updates as it relates to the markets and Security Financial. As a reminder, the stock market is a leading indicator. Namely what occurs in the stock market is a signal of what lies ahead for the economy. Therefore, when we see the stock...
by Securityfinancial | Jul 6, 2017 | Leo's Blog
It is widely thought that the advisor-client relationship is pillared around the wealth accumulation stage of the investment cycle. Although this represents a large portion of the client experience, many clients spend 20 or more years in retirement which is why it is...