When markets shift, investors often ask the same questions: Am I going to be okay? and What should I do now? The truth is that successful investing isn’t about predicting the future – it’s about building discipline, managing emotions, and adapting strategies to changing conditions. Careers and portfolios have one thing in common: they rarely […]
Adam Koós didn’t start in finance. His original plan was to become a trauma surgeon. Growing up in Cleveland, he admired his father’s work as a respected optometrist and business owner. That inspired him to pursue a career that combined helping people with building something of his own. A competitive Taekwondo injury ended his medical […]
Halfway through 2025, the stock market is telling a very different story than the news cycle. While the first quarter brought tariff-driven panic and talk of a market collapse, data show a fast rebound. This classic V-bottom recovery often follows emotional, news-driven selloffs. For seasoned market watchers, this pattern is familiar: when fear spikes on […]
Are you over 65 and looking to save more on your 2025 taxes? You’re in luck! The 2025 standard deduction for those over 65 just got bigger, making it easier to keep more of your retirement income. But with all the new changes, we bet you’re feeling confused and wondering: How much more can seniors […]
Waking up with no alarms, no deadlines, no constraints of a 9-5 job, no bosses, no emails – just coffee on the side table and a calendar full of your exciting plans! That’s what a dream retirement sounds like, right? Retiring at 50 sounds incredible, but is it possible? Of course, YES, but it takes […]
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 […]
Credit doesn’t stay static, and as you grow older, your financial behaviors, income, and life goals shift, directly impacting how credit plays a role in your life. Whether you’re just starting out or planning your retirement, understanding how credit changes as you age helps you make smarter financial decisions. Even though income might decrease in […]
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 […]
Introduction In this thought-provoking episode of Meet the Expert with Elliot Kallen, Elliot welcomes Laura Perrotta, President of the New Jersey Coalition of Automotive Retailers (NJCAR). With deep insight into how policy, electrification, and trade tariffs are reshaping the auto industry, Laura shares how dealers and consumers alike are being affected—and what’s coming next. This […]
