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Navigating the complexities of Retirement Planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, p…
Navigating the compl…
Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, president of Libertas Wealth Management, explores three essential components of market analysis: momentum, volume, and relative strength. These concepts provide investors with the tools to evaluate… Source
Adam Koós
December 19, 2024 The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two foundational elements of investment strategy: price and trend.…
The latest episode o…
The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two foundational elements of investment strategy: price and trend. Whether you’re preparing for retirement or refining your portfolio management approach, these concepts are essential for navigating market complexities and making sound financial decisions. Source
Adam Koós
December 12, 2024 
In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helpin…
In this episode of T…
In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable. Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her…
Adam Koós
December 12, 2024 
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical f…
In this episode of T…
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.L…
Adam Koós
November 28, 2024 
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in …
In this episode of T…
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends. Check out …
Adam Koós
November 28, 2024 Estate planning and long-term care are crucial aspects of financial Security that can often be overlooked. Adam Koós of Libertas Wealth Management Group and Dan Baron of Baron Law LLC teamed up to de…
Estate planning and …
Estate planning and long-term care are crucial aspects of financial security that can often be overlooked. Adam Koós of Libertas Wealth Management Group and Dan Baron of Baron Law LLC teamed up to deliver an informative seminar discussing the importance of estate planning, how to avoid probate, and strategies for protecting assets from long-term care costs. This blog post summarizes their key… Source
Adam Koós
November 19, 2024 
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Check out the video on YouTube for visuals Libertas Wealth: htt…
Adam Koós
November 14, 2024 In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Check out the video on YouTube for visuals Libertas Wealth: htt…
Adam Koós
November 14, 2024 
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on Apple Po…
Adam Koós
November 14, 2024 In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on Apple Po…
Adam Koós
November 14, 2024 Adam Koós, President and Senior Financial Advisor at Libertas Wealth Management Group, presents his fourth-quarter scouting report, providing an in-depth look at market trends and investment opportun…
Adam Koós, Presiden…
Adam Koós, President and Senior Financial Advisor at Libertas Wealth Management Group, presents his fourth-quarter scouting report, providing an in-depth look at market trends and investment opportunities. With upcoming U.S. elections and ongoing global volatility, Koós outlines key insights into the U.S. stock market, international stocks, bonds, commodities, and cryptocurrencies. The U.S. Source
Adam Koós
November 5, 2024 
In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting p…
In this episode of &…
In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising Nursing home costs, which he discusses in detail with average figures from a…
Adam Koós
October 31, 2024 
In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of …
In this episode of "…
In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets. Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the U…
Adam Koós
October 31, 2024 You asked… so here it is. We’ve had no shortage of clients asking us about the 2024 U.S. presidential election and how it’s going to affect the stock market, taxes, and inflation. The truth is, …
You asked… so here…
You asked… so here it is. We’ve had no shortage of clients asking us about the 2024 U.S. presidential election and how it’s going to affect the stock market, taxes, and inflation. The truth is, this election presents investors with distinct scenarios, depending on whether Donald Trump or Kamala Harris wins. So, here’s a breakdown of the potential implications for each outcome… Source
Adam Koós
October 28, 2024 The Real Estate market has experienced significant shifts since the 2021 boom, particularly due to rising interest rates. In a recent Retirement Fiduciary Podcast episode, realtor Rachel Alley provide…
The real estate mark…
The real estate market has experienced significant shifts since the 2021 boom, particularly due to rising interest rates. In a recent Retirement Fiduciary Podcast episode, realtor Rachel Alley provides a deep dive into these changes, offering valuable advice for both buyers and sellers looking to navigate today’s real estate landscape. Since 2021, interest rates have more than doubled… Source
Adam Koós
October 17, 2024 
🔍 Wealth, Wills, and Wisdom - Webinar Replay Join Adam Koos, founder of Libertas Wealth Management Group, and special guest attorney Dan Baron of Baron Law, as they dive into critical aspects of es…
🔍 Wealth, Wills, …
🔍 Wealth, Wills, and Wisdom - Webinar Replay Join Adam Koos, founder of Libertas Wealth Management Group, and special guest attorney Dan Baron of Baron Law, as they dive into critical aspects of estate planning, wealth management, and legal strategies that every individual should know. Whether you’re preparing for retirement or managing wealth, this webinar covers the essentials.In this webinar, we discuss: - Key estate planning strategies to protect your assets - Common legal mistakes to avoid with wills and trusts - Best practices for managing wealth through generations - Real-…
Adam Koós
October 9, 2024 
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the…
The election is comi…
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podca…
Adam Koós
October 4, 2024 In this episode of the Retirement Fiduciary Podcast, Adam Kos discusses the powerful concept of tax loss harvesting. This strategy can help investors reduce their tax liabilities by offsetting investm…
In this episode of t…
In this episode of the Retirement Fiduciary Podcast, Adam Kos discusses the powerful concept of tax loss harvesting. This strategy can help investors reduce their tax liabilities by offsetting investment gains with losses. Let’s break it down. Tax loss harvesting is a technique where you sell investments that have declined in value, known as unrealized losses. When sold… Source
Adam Koós
October 3, 2024 
