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
It’s been 40 trading days since the big, December 24th low when the market completed its short-term correction bottom, falling a total of -19.8% from the Sept 21st high. Since then, we’ve seen an impressive rally take place, but there are a lot of questions that need...read more
This past week, I’ve been in the San Francisco area for a conference that Donna and I extended and turned into a vacation. As in the case of all our trips, I get up early in the morning before the sun comes up and start poring over several charts; from big-picture...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!