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 Securityfinancial | Sep 22, 2016 | Leo's Blog
As a Certified Financial Planner (CFP) I thought I would send you a short video on the importance of dealing with a CFP. The video also provides insight on how much the industry needs to change in terms of who can use the title”Financial Planner”. You will...
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,...