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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 Join us as we unravel the intricate relationship between politics and investing during election years, offering valuable insights on maintaining a steady course amidst market volatility. Investing dur…
Join us as we unrave…
Join us as we unravel the intricate relationship between politics and investing during election years, offering valuable insights on maintaining a steady course amidst market volatility. Investing during an election year can be a rollercoaster ride, with political news often dictating short-term market fluctuations. However, keeping a long-term perspective is crucial to weathering the storm. Source
Adam Koós
September 24, 2024 
"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets bec…
"Up The Escalator - …
"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by smoothing out short-term fluctuations. Adam explains how this metric can help investors make better decisions, especially when market conditions are unpredictable or erratic. Using examples from the past five years, Adam illustrates how Daylight has…
Adam Koós
September 19, 2024 The Key Elements To truly understand what makes these strategies so impactful, it’s important to look at the core components that form the foundation. Typically, these strategies consist of several …
The Key Elements To …
The Key Elements To truly understand what makes these strategies so impactful, it’s important to look at the core components that form the foundation. Typically, these strategies consist of several key elements: In practice, these areas often overlap and complement one another, offering a more integrated approach to securing your financial future. For instance… In short… Source
Adam Koós
September 12, 2024 Welcome to The Retirement Fiduciary podcast, where candid insights on Retirement Planning and investment management are unveiled. Join Adam Koós in exposing the wolves of Wall Street and unmasking un…
Welcome to The Retir…
Welcome to The Retirement Fiduciary podcast, where candid insights on retirement planning and investment management are unveiled. Join Adam Koós in exposing the wolves of Wall Street and unmasking unethical practices in the financial advisory world, with insights presented in two parts to cover a wealth of information. To become a true fee-only fiduciary, professionals are mandated to relinquish… Source
Adam Koós
September 10, 2024 It happened… and it’ll happen again. The market dropped roughly -10% in only four weeks. That’s pretty fast! I mean… it’s not “COVID fast” (the market dropped -34% in only 22 days back t…
It happened… and i…
It happened… and it’ll happen again. The market dropped roughly -10% in only four weeks. That’s pretty fast! I mean… it’s not “COVID fast” (the market dropped -34% in only 22 days back then). Oh, and it’s not “Black Monday fast,” either (the market dropped -22.6% in one day back in 1987). You’re starting to get the point… we’ve seen this before – but just how often do we see market pullbacks… Source
Adam Koós
August 22, 2024 
