by Securityfinancial | Feb 12, 2018 | Leo's Blog
Does the average person buy a stock/business because they understand the business model, they understand it’s competitive intelligence, it’s barrier to entry for the competition, and their financial position? Or do they buy based on hype? I am writing this note due...
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 | 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...
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 26, 2017 | Leo's Blog
With the U.S inauguration officially behind us, and President Trump now in the White House, I thought I would send you a list of his major campaign promises as a recap: · Undertake fiscal stimulus measures · Reform the tax system · Repatriate offshore profits ·...
