Libertas Wealth Management in the News
Published Articles
Gain knowledge about today’s markets to build for your financial future.
Client-Centered Guidance for Uncertain Economic Times
How are financial advisors guiding clients in this current economic environment, with high inflation and a possible economic downturn—or at least an...
5 Client Questions About Today’s Investment Environment
How times have changed. In a 2019 article in Proactive Advisor Magazine, I reflected on the ridiculous low-volatility and “easy market” environment...
Financial Advisors Step Up During the Shutdown
We circled back with several financial advisors interviewed for Proactive Advisor Magazine to see how they have “stepped up” to meet client needs...
Using Behavioral Finance to Better Guide Clients
“One of our most important client principles relates to our overall investment philosophy and client education. When it comes to managing money, we...
Lessons From “The Best Investor in the World”
On average, the market goes up three out of every four years. The “perma-bear” who consistently preaches doom and gloom is forgotten each day until...
A Financial Advisor Responds to 7 Top Client Concerns
Clients ask a lot of great questions, and with each year’s enhancements in technology and access to information, the questions only seem to keep...
Why Defense Wins in Football and Portfolio Management
The article below is different than most. The majority of what we send out to our readers is educational material that we write for the average...
Why Proactive Money Management Makes Sense for Clients
We all have moments in our lives that become engrained in our minds forever. Whether good or bad, these memories often make a huge impact on your...
There’s More Downside Potential on the S&P Chart, But How Much?
As published on MarketWatch Trading Deck November 2, 2016: Tuesday, the S&P 500 SPX, +0.62% broke back below metaphorical line in the sand —...
Let This Chart Help You Find the Direction of the Market
As published on MarketWatch Trading Deck October 27, 2016 As we close the gap to within two weeks of the U.S. presidential election, the stock...