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
We all have moments in our lives that become engrained in our minds forever. Whether good or bad, these memories often make a huge impact on your attitude and outlook on life. I made one of those memories just this past December. I was trying to convince another...read more
The stock market took a tumble this past Thursday for a drop of roughly -1.5%. While it was only a drop of 1.5%, the S&P500 tends to pull-back to the tune of -3 to -5% about three times per year. In addition, the market typically experiences a correction of -11%...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!