by Leo Belmonte | Aug 31, 2018 | Leo's Blog
Hard to believe the summer is almost over, my children are already going back to school next week and I ask myself where has the summer gone? In any event, I wanted to share with you a featured article I wrote for BMO Global Asset Management’s newsletter. In it, I...
by Leo Belmonte | Aug 10, 2018 | Leo's Blog
I wanted to take this opportunity to share my interview with BMO Global Asset Management Investment Review. I was featured in their Insight magazine which is an industry publication. I discussed my philosophy about the framework for constructing client portfolios. The...
by Leo Belmonte | May 18, 2018 | Leo's Blog
2018 marks year #10 since our last global market downturn. To place this into context, historically a market correction-recession typically happens every 5-6 years. As you can appreciate we are well beyond those statistics which leads me to believe we are closer to...
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 | Jan 26, 2018 | Leo's Blog
I wanted to pass along an interesting article from Wealth Professional Canada regarding Canadian’s struggles with the inevitable rising interest rate environment. Whether it be a mortgage or an investment loan, a minimal uptick in interest rates would mean less...
