The financial markets have recently undergone a significant shift with the implementation of new trading rules. These changes impact the way securities are traded, affecting investors, traders, and financial institutions alike. This blog post will break down the key aspects of these new rules, explain their implications, and offer insights into stock, bond, and ETF […]
Welcome back to the Retirement Fiduciary Podcast, your no-nonsense classroom for financial education. This episode, hosted by Adam Koós, President and Portfolio Manager at Libertas Wealth Management Group, delves deeper into the murky waters of financial scams and unethical practices. From questionable designations to misleading sales tactics, Adam unpacks how to protect your wealth and […]
An in-depth review of market dynamics, trends, and investment opportunities for the year ahead. The financial world enters 2025 with mixed optimism and skepticism. While fear mongering dominates headlines, this analysis explores key indicators, trends, and investment strategies that define the current market landscape. Let’s break down the major sectors, asset classes… Source
In a recent episode of The Retirement Fiduciary Podcast, Adam Koós welcomed Suzanne Campi, a life coach specializing in navigating life transitions. With a background in psychology, fitness, and recruitment, Suzanne shared invaluable insights on managing change gracefully and thriving through life’s uncertainties. Change often induces panic, especially when it’s unexpected. Source
An In-Depth Look at the Recently Podcast Interview with Adam Koós Adam Koós’s career began with aspirations of becoming a trauma surgeon. A pre-med student at Ohio State University, Adam had a life-altering realization in his senior year: the medical field wasn’t his true calling. With encouragement from his father, Adam pivoted to financial advising. […]
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
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
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 […]
