In a recent appearance on the Aligned Money Show, the conversation focused on what matters most in today’s investment environment: preparation, strategy, and emotional discipline. From reflections on market cycles to the psychology of client behavior, the episode provided valuable insights for anyone seriously considering their financial future. Before diving into finance… Source
When you think about people with $500 million or more – the self-made kind, that is – you might assume they’re doing something radically different when it comes to managing their wealth… and in some ways, they are. The good news? Much of what they do can be adopted by anyone who wants to take […]
At Libertas Wealth Management Group, we believe that every successful financial journey starts with a vision of freedom—freedom of time, money, and purpose. Our recent guest on The Retirement Fiduciary Podcast embodies that vision. Sharad Mehta, founder and CEO of REsimpli, started as an accountant in Chicago. While his job at Ernst & Young paid […]
The stock market in 2025 has been experiencing significant volatility, largely driven by escalating trade tensions linked to a new wave of Trump tariffs. Investors are grappling with uncertainty, questioning whether this is the start of a bear market or just another news-driven correction. This article dives deep into the evidence, separating fear from fact, […]
The stock market in 2025 has stirred considerable anxiety among investors, fueled by political uncertainty and media sensationalism. While headlines highlight fear, it’s crucial to understand that market corrections are a natural part of long-term growth. Historically, the market is up 70% of the time. Legendary trader Larry Williams wisely advised, “Be quick to turn […]
The latest No-Huddle Market Update provides insights into the current market conditions, comparing historical trends, analyzing volatility, and assessing the potential for a major downturn. Here’s a breakdown of the key takeaways: The No-Huddle Market Updates are released when market conditions cause heightened investor concern. Recently, an increasing number of people have been reaching out […]
Life insurance is a critical component of financial planning, yet it often feels overwhelming due to the many policy options and factors to consider. In this Cash Podcast episode, financial expert Adam Koós and insurance professional Dan Brookman break down the key elements of life insurance, including term and permanent policies, how to determine the […]
Estate planning can often seem complex and daunting, but it is one of the most important steps to ensure that your legacy is preserved and your loved ones are taken care of. Recently, on The Retirement Fiduciary Podcast, host Adam Koós sat down with Dan Baron of Baron Law to discuss various aspects of estate […]
The financial markets have recently undergone a significant shift with the implementation of new trading rules. These changes impact the way securities are traded, affecting investors, traders, and financial institutions alike. This blog post will break down the key aspects of these new rules, explain their implications, and offer insights into stock, bond, and ETF […]
Welcome back to the Retirement Fiduciary Podcast, your no-nonsense classroom for financial education. This episode, hosted by Adam Koós, President and Portfolio Manager at Libertas Wealth Management Group, delves deeper into the murky waters of financial scams and unethical practices. From questionable designations to misleading sales tactics, Adam unpacks how to protect your wealth and […]
