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
In our annual Market Outlook, I mentioned that 2017 was one of the smoothest years for the market in history. I also wrote in the written supplement to this year’s outlook that if you added up all the days that the market was down in 2017, the total was equivalent to...read more
In the past, I’ve always put together a recorded screencast so that readers could follow my mouse and listen to me explain my way through charts, tables, and graphs. If you’d rather watch the 20-minute video and listen to me talk at you with a cold as I lose my...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!