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
I’ve started typing this article just three hours before the start of one of the biggest weekends in sports each year. It’s the beginning of the March Madness tournament, when 68 of the best college basketball teams in the country go head-to-head in arenas all over...read more
This week marks the 9th anniversary since the bottom of The Great Recession. There will be some that suggest we have already experienced two crashes since then: The subsequent 60-day drop in the market following the U.S. Treasury downgrade in 2011, and/or The...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!