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
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
February 13th is Galentine’s Day, the unofficial holiday for women celebrating women, “ladies celebrating ladies.” – Leslie Knope, Parks and Recreation. Whether this Wednesday includes a get together with friends over some waffles and conversation, or simply being in...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!