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,...
by Securityfinancial | Apr 15, 2013 | Leo's Blog
Just wanted to touch base and briefly remind you why we took such a diversified and defensive position in our portfolio. One cannot predict when and where the next downdraft in a security or commodity will take place. For example, look at the carnage in the metals...