We believe that businesses and families alike cannot afford to experience another big loss, as they did in the crashes of 2000-02 and 2007-09. When it comes to managing money, we focus first on defending your portfolio from losses. This is why we call our portfolio and wealth management strategy Defense First.
Why We’re Different
Earlier this year, I recorded our usual Market Outlook screencast and then piggy-backed on the video with a written version for those who don’t enjoy videos. I’m excited to say that the feedback was overwhelmingly positive, so again, you have two choices: CLICK HERE...read more
When the stock market crashes, it gives warning signs. Red flags start to go up as much as six months in advance. Furthermore, market crashes usually take around a year-and-a-half to complete, from top-to-bottom, so it’s not as if the market falls 40-50% in value...read more
What’s My Risk Number?
Is your portfolio aligned with your long term goals? If it doesn’t fit your goals, life circumstances and tolerance for risk & opportunity, it’s not as good as it could be. At Libertas Wealth Management Group, we use an online tool called Riskalyze® to determine your Risk Number. Having this knowledge helps us make the best recommendations for you.
Use the complimentary, no obligation tool and get your Risk Number today!