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 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
No matter the legislation, I’ve never been one to worry (or plan for) any bill until it’s signed. So, with the bill being signed this afternoon, it’s time to make these new, complex laws simple – all while translating it into language that explains how it affects...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!