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
Target Date Funds are mutual funds with mutual funds inside of them (yes, you read that correctly). They’re sold in a way where the investor is supposed to pick a “Target Date” based on the approximate year in which they think they’ll retire. When you invest your...read more
This is Part-2 of a two-part series. To find Part-1, click here. Last week, we discussed the Ned Davis Research Global Recession Indicator and how it’s been unbelievably accurate since 1970…until last year, when it forecasted a recession that never came to fruition. ...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!