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
The stock market is taking a breather this past week and as of the market close on Wednesday, the S&P 500 is down -4.95% since the most recent high, while the Dow has followed in suit, down -4.58% over the same time period. When we’ve observed pullbacks like this...read more
It’s been an interesting end to the summer. In most mid-term election years, we see putrid returns this time of year. In fact, September is statistically the absolute worst month, followed by August. I’ve been getting a lot of questions lately about when the market...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!