Financial Planning News and Insights

Investors often hear a simple rule repeated over and over: buy great investments and hold them forever. Patience and discipline are important, but...

You may have seen the chart below making its rounds recently. This chart shows that Americans age 70 and older now hold roughly 32% of the total...

Trends, risk signals, and what matters when headlines get noisy In this year’s market outlook, we are addressing the question we hear most often...

A Conversation with Kelly Finel on Tax Strategy, Culture Preservation, and Exit Planning for Business Owners At Libertas Wealth Management Group, we...

As tax season rolls around, you may be hearing more chatter around the so-called “Big Beautiful Bill” and wondering what (if anything) it means for...

At Libertas Wealth Management Group, we believe successful wealth building isn’t about reacting to headlines or chasing trends; it’s about...

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...

(Inspired by a conversation with Rachel Alley, realtor and co-owner of Millennium Group / KW Capital Partners) Every now and then, someone sends me...

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...

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...

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,...

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...

Career Change Story: How Adam Koós Transitioned from Medicine to Wealth Management Adam Koós didn’t start in finance. His original plan was to...

Looking Beyond the Headlines Halfway through 2025, the stock market is telling a very different story than the news cycle. While the first quarter...

In a recent appearance on the Aligned Money Show, the conversation focused on what matters most in today’s investment environment: preparation,...

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...

At Libertas Wealth Management Group, we believe that every successful financial journey starts with a vision of freedom—freedom of time, money, and...

The latest No-Huddle Market Update provides insights into the current market conditions, comparing historical trends, analyzing volatility, and...

Life insurance is a critical component of financial planning, yet it often feels overwhelming due to the many policy options and factors to...

Estate planning can often seem complex and daunting, but it is one of the most important steps to ensure that your legacy is preserved and your...

Introduction The financial markets have recently undergone a significant shift with the implementation of new trading rules. These changes impact...

Welcome back to the Retirement Fiduciary Podcast, your no-nonsense classroom for financial education. This episode, hosted by Adam Koós, President...

An in-depth review of market dynamics, trends, and investment opportunities for the year ahead. Introduction The financial world enters 2025 with...

In a recent episode of The Retirement Fiduciary Podcast, Adam Koós welcomed Suzanne Campi, a life coach specializing in navigating life transitions....

An In-Depth Look at the Recently Podcast Interview with Adam Koós The Journey from Premed to Financial Expert Adam Koós’s career began with...

Adam Koós explains how momentum, volume, and relative strength shape market trends - and how investors can use them to build stronger retirement...

The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two...

Estate planning and long-term care are crucial aspects of financial security that can often be overlooked. Adam Koós of Libertas Wealth Management...

Introduction Adam Koós, President and Senior Financial Advisor at Libertas Wealth Management Group, presents his fourth-quarter scouting report,...

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...

The real estate market has experienced significant shifts since the 2021 boom, particularly due to rising interest rates. In a recent Retirement...

In this episode of the Retirement Fiduciary Podcast, Adam Kos discusses the powerful concept of tax loss harvesting. This strategy can help...

Introduction: Join us as we unravel the intricate relationship between politics and investing during election years, offering valuable insights on...

The Key Elements To truly understand what makes these strategies so impactful, it’s important to look at the core components that form the...

Introduction: Welcome to The Retirement Fiduciary podcast, where candid insights on retirement planning and investment management are unveiled. Join...

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...