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 […]
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
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
If you’re among the 66 percent of U.S. households that own a pet, your furry (or feathered) friend is likely a beloved member of your family. But what would happen to them if something unexpected happened to you? Have you made any arrangements to ensure your pet is taken care of if they outlive you? […]
