What can investing learn from championship sports teams? In both sports and investing, flashy wins get the headlines—but strong defense is often what delivers long-term success. This article draws parallels between proven sports strategies and disciplined portfolio management, highlighting why risk control, preparation, and consistency matter more than chasing big plays. Click here to read […]
How do investors stay disciplined when markets turn volatile and emotions run high? Periods of uncertainty often test even the most well-constructed financial plans. Market swings can trigger fear, second-guessing, and the temptation to abandon long-term strategies at exactly the wrong time. This article explores the behavioral side of investing—and why sticking with a plan […]
For many people, travel feels like a “nice-to-have” rather than a realistic part of a long-term financial plan. Luxury travel, in particular, is often dismissed as irresponsible or unattainable, especially for retirees, families, or business owners already juggling competing priorities. But as discussed on the Retirement Fiduciary Podcast, strategic use of credit card rewards can […]
(Inspired by a conversation with Rachel Alley, realtor and co-owner of Millennium Group / KW Capital Partners) Every now and then, someone sends me an idea that makes me stop mid-scroll and think, “Well that’s pretty clever…” That’s what happened when Rachel Alley, a local realtor and friend, emailed me about something called a builder […]
By: Adam D. Koós, CFP®, CMT®, CFTe, CEPA Every time the market gets bumpy, Wall Street pulls the same old chart out of the drawer… the one warning investors that if they “miss the best days,” their long-term returns will collapse. I’ve been seeing this for more than 24 years now… and somehow, the concept […]
In a world obsessed with numbers, performance charts, and account balances, it’s easy to lose sight of what wealth really means. On a recent episode of The Retirement Fiduciary Podcast, host Adam Koós sat down with author, speaker, and “Sketch Guy” columnist Carl Richards to talk about redefining money—not as math, but as meaning. Carl’s […]
As we enter the final quarter of 2025, it’s time once again for our Quarterly Scouting Report , a data-driven look at the current market landscape, the evidence shaping our outlook, and what it all means for investors heading into year-end. Despite a constant stream of headlines, from government shutdowns to volatility warnings, the evidence […]
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 […]
