by Leo Belmonte | Jan 10, 2021 | Leo's Blog
Happy New Year! I trust everyone had a safe and healthy holiday season. If you told me back in March 2020 we would end the year with a positive rate of return I would never have believed it. Yet here we are living in one of the most uncertain times of a generation and...
by Leo Belmonte | Jan 11, 2019 | Leo's Blog
It looks like 2018 will be the first year since 2008 where all the major indices are negative for the year. Since 2008 we had an upward trajectory in the market with no recession since the Great Recession of 2008-09. We are now showing signs of a late-cycle market...
by Securityfinancial | Jan 22, 2013 | Leo's Blog
As you can appreciate, my sentiment was cautious leading into the end of 2012 with the Bush era tax cuts set to expire. As suspected, U.S Congress came through at the last minute with their usual political posturing leading to the final vote. Now that we avoided the...
