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Regardless of where you are in your journey, we’re here to give you the tools and knowledge you need to make the best possible financial decisions for your family. Explore our videos and gain vital insights into building wealth and securing your financial future.

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Live/Recorded Workshops and Education

Embark on a transformative journey with international award-winning serial entrepreneur, Kiley Peters, as she unveils the keys to intentional success in this thought-provoking workshop. Say goodbye to the days of drifting through work without purpose – it's time to align your professional endeavors with the life you desire.Discover the profound impact of aligning your work with your personal goals. Imagine a life where every professional endeavor contributes meaningfully to your overarching purpose. Join us for a workshop that transcends traditional success paradigms and empowers you to redefine success on your terms.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.comKiley Peters is an international award-winning serial entrepreneur, keynote speaker, small business strategist, author, executive coach and consultant with more than 20 years of entrepreneurial experience. Kiley has spoken across the country on the topics of entrepreneurship, business strategy, exit planning, and leadership development at the Exit Planning Summit, KNOW Women Summit, Content Marketing Conference, Content Marketing World, The Second City, Google, FUND Conference, Women’s Entrepreneurship Week, Milwaukee Startup Week, Local First's When Women Lead among many others.Kiley's Contact Info: https://www.instagram.com/rayneix/ https://www.linkedin.com/company/rayne-ix/ https://www.linkedin.com/in/kileypeters/ https://www.instagram.com/kileypeters/
Make Business Personal: Align Your Work to Build Greater Purpose in Your Life
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi45ODRDNTg0QjA4NkFBNkQy
Adam D. Koós, CFP®, CMT® share a very personal and difficult experience - the story of losing his only brother - his first best friend - who was only 13 months younger. He had been laid off and lost his life insurance just weeks before he passed away, had no password organizer, no estate planning documents to speak of, no powers of attorney... nothing.Adam shares how handling his brother's estate made him realize that, even as a financial advisor/planner himself - and even though he had a business succession plan, a trust, will, powers of attorney, healthcare directive, guardianship provisions for his kids, and plenty of life insurance - that even he didn't TRULY have his own financial house in order.He then goes on to share how he's taken this tragedy and the lessons learned from the experience, and turned it into an initiative to promise his family, friends, and clients that they won't have to go through the same nightmare he did, through the construction of a comprehensive "My Promise Kit," redundantly backed up on his company's "My Promise Vault," and USB "ICE Key" that goes on every individual's keychain, so that all medical records, prescription drug lists, surgical history, and supplements are always available, 24/7, not matter where you are.To learn more, visit his company's website at www.LibertasWealth.com or contact them below:Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350---To subscribe to his podcast on iTunes: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148For VIDEO podcasts if you'd rather "watch" than "listen": https://libertaswealth.com/education/the-cash-podcast-videos/For an archive of AUDIO podcasts: https://libertaswealth.com/category/thecashpodcast/For educational VIDEOS and Stock Market Updates: https://libertaswealth.com/education/videos/To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/commentary/For general financial educational ARTICLES: https://libertaswealth.com/category/articles/For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.
"My Promise" - How Losing My Brother Helped Me Get My - and My Clients' Financial House in Order
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi4xMkVGQjNCMUM1N0RFNEUx
Adam Koós gives a presentation unlike any he's ever given before.In this powerful talk, he shares his parents' story, his own story, and how we've all (for the most part) been "broke" at some point in our lives, in one way, shape, or form.He talks about starting his career, racking up credit card debt, and trying to get people 2-4 times his age (at the time) to trust him with their life savings and retirement planning needs.From there, he discusses how - at Libertas anyway - all the solutions are simple, but the hardest part of all is helping clients to understand just how little time they have left with their parents, kids, and grandkids - and how we all need to cherish this time... and be intentional with it!Adam shares statistics, including:- How much time the average person spends watching TV - How much time we spend with other people (friends and family) - How the time we spend on things changes (dramatically) as we age - Or how 93% of the time that we will have spent with our children is over by the time they turn 18 years of age!He puts things into perspective, sharing that he personally only has roughly 12 presidential elections left in his life before he passes away, or 46 winters to share with his kids....and while a lot of the information shared can be both heart-warming and heart-breaking, the purpose was to leave the crowd feeling motivated to change how they spend their time at home, in hope that we can live our lives without regret.Enjoy!---Click below to check out The CA$H Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The CA$H Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-wealth-management-articlesFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
"Beyond Retirement Planning" -- How Much Time Do YOU Have Left With Your Parents, Kids, & Grandkids?
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi41MjE1MkI0OTQ2QzJGNzNG
Family cohesiveness is a tall order at any time of life. But as parents grow frail, brothers and sisters often encounter new obstacles to togetherness — at precisely the time they most need to rely on one another.Sibling rivalry can emerge or intensify as adult children, one last time, for a parent's love or financial support. And even as parents grow dependent on children, the desire to cling to old, familiar roles can create a dysfunctional mess.This is Barbara McVicker’s intro keynote presentation, held at J. Liu in Worthington, Ohio on September 27th, 2022 for Libertas Wealth Management Group's "Health, Wealth & Aging Symposium."Both Barbara and Adam Koós gave keynotes that evening on how to navigate life changes, be prepared for long term care, extended illness, estate planning & wills, and most importantly, how to ensure you're spending your time wisely - because we can never, ever buy any more time! ---Click below to check out The CA$H Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The CA$H Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-wealth-management-articlesFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
"Health, Wealth, & Aging" -- Barbara McVicker's Presentation at J. Liu in Columbus, OH on 9/27/2022
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi4wMTcyMDhGQUE4NTIzM0Y5
At Libertas Wealth, we pride ourselves on being “Big enough to matter and small enough to care.” We’ve helped our clients through the two of the worst market crashes in history. For these reasons, we understand the planning necessary to prepare for the next, inevitable crisis. We pride ourselves on making complex matters easy, which is why we implement a well-defined wealth management process.---To subscribe on iTunes: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148For more VIDEO podcasts like this one: https://libertaswealth.com/education/the-cash-podcast-videos/For more AUDIO podcasts: https://libertaswealth.com/category/thecashpodcast/For educational VIDEOS and Stock Market Updates: https://libertaswealth.com/education/videos/To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/commentary/For general financial educational ARTICLES: https://libertaswealth.com/category/articles/For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
The Libertas "Wealth Management Equation" - MORE Than Just Investment Management - Your Personal CFO
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi4wOTA3OTZBNzVEMTUzOTMy
At this first, annual symposium for individuals and couples age 50 and up, Libertas Wealth Management Group put together a lineup of top-notch speakers to discuss topics such as:- Retirement Planning - Estate Planning - Medicare Supplement Policies - Social Security Income - Memory Care and AgingThe full video was kept private for the last year - now see the entire presentation in full, for free!---Don't forget to SUBSCRIBE!...and did you know we have a podcast channel as well?!Here's the link for our VIDEO podcast channel: https://www.youtube.com/channel/UCqWloufTVluD_lYCybbsdXATo subscribe on iTunes: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148For more AUDIO podcasts: https://libertaswealth.com/category/thecashpodcast/For educational VIDEOS and Stock Market Updates: https://libertaswealth.com/education/videos/To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/commentary/For general financial educational ARTICLES: https://libertaswealth.com/category/articles/For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
Inaugural "Health, Wealth, and Aging Symposium" - September 29th, 2019 at J. Liu in Columbus, Ohio
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi41MzJCQjBCNDIyRkJDN0VD
Libertas Wealth Management Group, Inc. 5003 Horizons Dr Suite 200 Columbus, OH 43220 (614) 543-1350 http://www.LibertasWealth.com
How to Find a Trustworthy Financial Advisor
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi5EMEEwRUY5M0RDRTU3NDJC
Libertas Wealth Management Group, Inc. 6065 Frantz Rd Ste 106 Dublin, OH 43017 (614) 543-1350 http://www.LibertasWealth.com
A Night with Tom Dorsey - Founder, Dorsey Wright & Associates
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi40NzZCMERDMjVEN0RFRThB
A quick message on how difficult it can be to make decisions that can have dire consequences. When it comes to retirement planning, there are many times when it's extremely difficult to decide whether or not NOW is the right time to invest your money. This is an alternative and uncommon view, analogous to deciding whether or not to hold your wedding ceremony outside, at risk of all the elements that Mother Nature dishes out.Libertas Wealth Management Group, Inc. 5003 Horizons Dr Ste 200 Columbus, OH 43220 (614) 543-1350 http://www.LibertasWealth.com
Deciding When to Invest is a Lot Like Deciding Whether to Get Married Outside!
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi5GNjNDRDREMDQxOThCMDQ2
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Stock Market Analysis & Breaking News

The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/For more information on how to sell your company, and other Business Transition and Exit Planning education head over to: https://www.elevateandexit.comFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @Libertas.Wealth: https://www.instagram.com/libertas.wealth/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
ELECTION SHOCKWAVES: Protect Your Retirement & Find Winning Trends in Stocks, Bonds, Crypto & More!
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS44QTA1QTQyRTc3M0VGQzYx
In this year's Halftime Update, Adam discusses:- Which asset classes are the strongest in the market today - Whether the market is on "offense" or "defense" - Whether this Election Year is one that we can expect to continue to the Northside......and more!Adam also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.--- To set up an intro call and/or meet with Adam via phone or Zoom, reach out below via phone, email, or the web @ www.LibertasWealth.comLibertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350To subscribe on iTunes: https://podcasts.apple.com/us/podcast...For more educational VIDEOS and Stock Market Updates like these: https://libertaswealth.com/education/...For our VIDEO Podcasts (Vlogcasts): https://libertaswealth.com/education/...For our AUDIO podcasts: https://libertaswealth.com/category/t...To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/c...For general financial educational ARTICLES: https://libertaswealth.com/category/a...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: / adamkoosOr follow Adam on Instagram @FinancialSurgeon: / financialsu. .Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
2024 Mid-Year Market Update: Stocks, Bonds, Commodities & Health of the Market "HALFTIME Update"
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4wMDFGNzBEOTU4Q0Y1Q0RG
We're currently experiencing a robust bull market that appears to be sustainable, but let's delve deeper into the intricacies of the stock market.In this scouting report, we'll cover the following and much more:** Historical industry weightings from the 1900s to 2024 ** Asset class ranking ** Sector weighting analysis ** In-depth examination of the S&P 500 IndexAdam Koós guides us through potential market shifts, highlighting the significance of diversification in risk management for investors.Furthermore, we explore the potential impact of rate cuts on the market and analyze historical trends during presidential election years.Presented by: Adam D. Koós, CFP®, CMT®, CEPAClick below for more Stock Market Update SCREENCASTS: https://www.libertaswealth.com/educational-videos/Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/Click below to check out The Retirement Fiduciary Podcast https://www.libertaswealth.com/podcasts/…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos:/ adamkoosOr follow Adam on Instagram @adamdkoos/ adamdkoos- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
"2Q24 Scouting Report: Navigating the Stock Market Landscape"
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4xNTZBNUQxMDZBQzFGMjkw
- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
📉 Don't jump in all at once! Hindsight is 20/20. 📈 #financialplanning #certifiedfinancialplanner
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4zQTkzRjgxRTY0OEU0MkM3
- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Pullback, correction. Higher low = good entry. Be careful with bonds. #financialplanning
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS44QTY2MEEzNzBFQUJCMUQ2
- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Stocks rebound, aiming for breakout! #marketupdate #trading
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4xNjIyNEE0MDEyRDlCMjBE
While the stock market did go through some rough times (to the tune of two corrections in late-winter and again in late-summer through fall), the landscape is getting brighter and healthier in our view.Here's what you'll find in this year's edition of the 2024 Market Outlook:- The most recent market crash was the 3rd longest since 1990, only surpassed by the Dot-com bubble and The Great Recession (i.e., mortgage crisis).- Bonds continue to suck wind and there doesn't seem to be any evidence that we're going to see big, positive bond performance at any time in the near future.- What are the probabilities that the market heads higher in 2023 (and how much)?- The state (and trend) of the U.S. Stock market today.- Domestic vs. International stocks - which is stronger?- The state of the commodities and alternatives market, including gold, oil, and bitcoin.- Evidence that shows whether or not it's probable that we see a positive year for stocks in 2024....and more information related to seasonality, the Santa Claus Rally, January Barometer, semaglutide stocks (that make Ozempic, Wegovy, and Rybelsus), and more!Presented by: Adam D. Koós, CFP®, CMT®, CEPA---Click below for more Stock Market Update SCREENCASTS: https://www.libertaswealth.com/educat...Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/public...Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educat...Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/the-ca...…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast...Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educat...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos:/ adamkoosOr follow Adam on Instagram @adamdkoos/ adamdkoosLibertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
Market Outlook 2024
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS5CMEVBRUJERkUyNTBENTkz
Quarterly Scouting Report (Stock Market Update) For the 4th Quarter of 2023With one quarter to go in 2023, we're taking yet another in-depth look at stocks, bonds, interest rates, banks, the US Dollar, market seasonality and more!. Topics Covered: - Is the stock market poised to fall further, or is it more likely we see a rebound and higher prices by year-end?- What asset classes are performing best today?- Is it time to invest in bonds yet?- Gold is about to experience a "Death Cross."- What do the indicators Adam is watching, plus market history and seasonality, tell us about where the stock market could be headed next?---Click below to check out The CA$H Podcast (both video and audio available!): https://www.libertaswealth.com/the-ca...…and CLICK BELOW to subscribe to The CA$H Podcast on iTunes!: https://podcasts.apple.com/us/podcast...Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educat...Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/public...Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educat...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsu...Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350
The S&P500 is down -8% since mid-summer, the NASDAQ = -9%, Treasury Bonds = -14% YTD. WHAT'S NEXT?!
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS5FQUY2Qzk4RUFDN0ZFRkZF
Adam Koós goes into detail about the TD Ameritrade / Charles Schwab Merger, what's changing, what's not, and all the important dates you need to put on your calendar!Please feel free to contact us (below) with any questions!Libertas Wealth Management Group, Inc. 5003 Horizons Dr Ste 200 Columbus, OH 43220 (614) 543-1350 info@LibertasWealth.com http://www.LibertasWealth.com
What Happens Now?! What Clients Need to Know About the TD Ameritrade / Charles Schwab Merger!
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Live/Recorded Workshops and Education
Stock Market Analysis & Breaking News

Live/Recorded Workshops and Education

Embark on a transformative journey with international award-winning serial entrepreneur, Kiley Peters, as she unveils the keys to intentional success in this thought-provoking workshop. Say goodbye to the days of drifting through work without purpose – it's time to align your professional endeavors with the life you desire.Discover the profound impact of aligning your work with your personal goals. Imagine a life where every professional endeavor contributes meaningfully to your overarching purpose. Join us for a workshop that transcends traditional success paradigms and empowers you to redefine success on your terms.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.comKiley Peters is an international award-winning serial entrepreneur, keynote speaker, small business strategist, author, executive coach and consultant with more than 20 years of entrepreneurial experience. Kiley has spoken across the country on the topics of entrepreneurship, business strategy, exit planning, and leadership development at the Exit Planning Summit, KNOW Women Summit, Content Marketing Conference, Content Marketing World, The Second City, Google, FUND Conference, Women’s Entrepreneurship Week, Milwaukee Startup Week, Local First's When Women Lead among many others.Kiley's Contact Info: https://www.instagram.com/rayneix/ https://www.linkedin.com/company/rayne-ix/ https://www.linkedin.com/in/kileypeters/ https://www.instagram.com/kileypeters/
Make Business Personal: Align Your Work to Build Greater Purpose in Your Life
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi45ODRDNTg0QjA4NkFBNkQy
Adam D. Koós, CFP®, CMT® share a very personal and difficult experience - the story of losing his only brother - his first best friend - who was only 13 months younger. He had been laid off and lost his life insurance just weeks before he passed away, had no password organizer, no estate planning documents to speak of, no powers of attorney... nothing.Adam shares how handling his brother's estate made him realize that, even as a financial advisor/planner himself - and even though he had a business succession plan, a trust, will, powers of attorney, healthcare directive, guardianship provisions for his kids, and plenty of life insurance - that even he didn't TRULY have his own financial house in order.He then goes on to share how he's taken this tragedy and the lessons learned from the experience, and turned it into an initiative to promise his family, friends, and clients that they won't have to go through the same nightmare he did, through the construction of a comprehensive "My Promise Kit," redundantly backed up on his company's "My Promise Vault," and USB "ICE Key" that goes on every individual's keychain, so that all medical records, prescription drug lists, surgical history, and supplements are always available, 24/7, not matter where you are.To learn more, visit his company's website at www.LibertasWealth.com or contact them below:Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350---To subscribe to his podcast on iTunes: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148For VIDEO podcasts if you'd rather "watch" than "listen": https://libertaswealth.com/education/the-cash-podcast-videos/For an archive of AUDIO podcasts: https://libertaswealth.com/category/thecashpodcast/For educational VIDEOS and Stock Market Updates: https://libertaswealth.com/education/videos/To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/commentary/For general financial educational ARTICLES: https://libertaswealth.com/category/articles/For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.
"My Promise" - How Losing My Brother Helped Me Get My - and My Clients' Financial House in Order
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi4xMkVGQjNCMUM1N0RFNEUx
Adam Koós gives a presentation unlike any he's ever given before.In this powerful talk, he shares his parents' story, his own story, and how we've all (for the most part) been "broke" at some point in our lives, in one way, shape, or form.He talks about starting his career, racking up credit card debt, and trying to get people 2-4 times his age (at the time) to trust him with their life savings and retirement planning needs.From there, he discusses how - at Libertas anyway - all the solutions are simple, but the hardest part of all is helping clients to understand just how little time they have left with their parents, kids, and grandkids - and how we all need to cherish this time... and be intentional with it!Adam shares statistics, including:- How much time the average person spends watching TV - How much time we spend with other people (friends and family) - How the time we spend on things changes (dramatically) as we age - Or how 93% of the time that we will have spent with our children is over by the time they turn 18 years of age!He puts things into perspective, sharing that he personally only has roughly 12 presidential elections left in his life before he passes away, or 46 winters to share with his kids....and while a lot of the information shared can be both heart-warming and heart-breaking, the purpose was to leave the crowd feeling motivated to change how they spend their time at home, in hope that we can live our lives without regret.Enjoy!---Click below to check out The CA$H Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The CA$H Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-wealth-management-articlesFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
"Beyond Retirement Planning" -- How Much Time Do YOU Have Left With Your Parents, Kids, & Grandkids?
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi41MjE1MkI0OTQ2QzJGNzNG
Family cohesiveness is a tall order at any time of life. But as parents grow frail, brothers and sisters often encounter new obstacles to togetherness — at precisely the time they most need to rely on one another.Sibling rivalry can emerge or intensify as adult children, one last time, for a parent's love or financial support. And even as parents grow dependent on children, the desire to cling to old, familiar roles can create a dysfunctional mess.This is Barbara McVicker’s intro keynote presentation, held at J. Liu in Worthington, Ohio on September 27th, 2022 for Libertas Wealth Management Group's "Health, Wealth & Aging Symposium."Both Barbara and Adam Koós gave keynotes that evening on how to navigate life changes, be prepared for long term care, extended illness, estate planning & wills, and most importantly, how to ensure you're spending your time wisely - because we can never, ever buy any more time! ---Click below to check out The CA$H Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The CA$H Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-wealth-management-articlesFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
"Health, Wealth, & Aging" -- Barbara McVicker's Presentation at J. Liu in Columbus, OH on 9/27/2022
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi4wMTcyMDhGQUE4NTIzM0Y5
At Libertas Wealth, we pride ourselves on being “Big enough to matter and small enough to care.” We’ve helped our clients through the two of the worst market crashes in history. For these reasons, we understand the planning necessary to prepare for the next, inevitable crisis. We pride ourselves on making complex matters easy, which is why we implement a well-defined wealth management process.---To subscribe on iTunes: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148For more VIDEO podcasts like this one: https://libertaswealth.com/education/the-cash-podcast-videos/For more AUDIO podcasts: https://libertaswealth.com/category/thecashpodcast/For educational VIDEOS and Stock Market Updates: https://libertaswealth.com/education/videos/To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/commentary/For general financial educational ARTICLES: https://libertaswealth.com/category/articles/For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
The Libertas "Wealth Management Equation" - MORE Than Just Investment Management - Your Personal CFO
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi4wOTA3OTZBNzVEMTUzOTMy
At this first, annual symposium for individuals and couples age 50 and up, Libertas Wealth Management Group put together a lineup of top-notch speakers to discuss topics such as:- Retirement Planning - Estate Planning - Medicare Supplement Policies - Social Security Income - Memory Care and AgingThe full video was kept private for the last year - now see the entire presentation in full, for free!---Don't forget to SUBSCRIBE!...and did you know we have a podcast channel as well?!Here's the link for our VIDEO podcast channel: https://www.youtube.com/channel/UCqWloufTVluD_lYCybbsdXATo subscribe on iTunes: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148For more AUDIO podcasts: https://libertaswealth.com/category/thecashpodcast/For educational VIDEOS and Stock Market Updates: https://libertaswealth.com/education/videos/To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/commentary/For general financial educational ARTICLES: https://libertaswealth.com/category/articles/For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
Inaugural "Health, Wealth, and Aging Symposium" - September 29th, 2019 at J. Liu in Columbus, Ohio
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi41MzJCQjBCNDIyRkJDN0VD
Libertas Wealth Management Group, Inc. 5003 Horizons Dr Suite 200 Columbus, OH 43220 (614) 543-1350 http://www.LibertasWealth.com
How to Find a Trustworthy Financial Advisor
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi5EMEEwRUY5M0RDRTU3NDJC
Libertas Wealth Management Group, Inc. 6065 Frantz Rd Ste 106 Dublin, OH 43017 (614) 543-1350 http://www.LibertasWealth.com
A Night with Tom Dorsey - Founder, Dorsey Wright & Associates
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi40NzZCMERDMjVEN0RFRThB
A quick message on how difficult it can be to make decisions that can have dire consequences. When it comes to retirement planning, there are many times when it's extremely difficult to decide whether or not NOW is the right time to invest your money. This is an alternative and uncommon view, analogous to deciding whether or not to hold your wedding ceremony outside, at risk of all the elements that Mother Nature dishes out.Libertas Wealth Management Group, Inc. 5003 Horizons Dr Ste 200 Columbus, OH 43220 (614) 543-1350 http://www.LibertasWealth.com
Deciding When to Invest is a Lot Like Deciding Whether to Get Married Outside!
YouTube Video UExoa1l6VzFYeUpBMnJ0UEFnQzFHWnRmSG1BOUloRkZyZi5GNjNDRDREMDQxOThCMDQ2
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Stock Market Analysis & Breaking News

The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/For more information on how to sell your company, and other Business Transition and Exit Planning education head over to: https://www.elevateandexit.comFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @Libertas.Wealth: https://www.instagram.com/libertas.wealth/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
ELECTION SHOCKWAVES: Protect Your Retirement & Find Winning Trends in Stocks, Bonds, Crypto & More!
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS44QTA1QTQyRTc3M0VGQzYx
In this year's Halftime Update, Adam discusses:- Which asset classes are the strongest in the market today - Whether the market is on "offense" or "defense" - Whether this Election Year is one that we can expect to continue to the Northside......and more!Adam also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.--- To set up an intro call and/or meet with Adam via phone or Zoom, reach out below via phone, email, or the web @ www.LibertasWealth.comLibertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350To subscribe on iTunes: https://podcasts.apple.com/us/podcast...For more educational VIDEOS and Stock Market Updates like these: https://libertaswealth.com/education/...For our VIDEO Podcasts (Vlogcasts): https://libertaswealth.com/education/...For our AUDIO podcasts: https://libertaswealth.com/category/t...To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/c...For general financial educational ARTICLES: https://libertaswealth.com/category/a...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: / adamkoosOr follow Adam on Instagram @FinancialSurgeon: / financialsu. .Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
2024 Mid-Year Market Update: Stocks, Bonds, Commodities & Health of the Market "HALFTIME Update"
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4wMDFGNzBEOTU4Q0Y1Q0RG
We're currently experiencing a robust bull market that appears to be sustainable, but let's delve deeper into the intricacies of the stock market.In this scouting report, we'll cover the following and much more:** Historical industry weightings from the 1900s to 2024 ** Asset class ranking ** Sector weighting analysis ** In-depth examination of the S&P 500 IndexAdam Koós guides us through potential market shifts, highlighting the significance of diversification in risk management for investors.Furthermore, we explore the potential impact of rate cuts on the market and analyze historical trends during presidential election years.Presented by: Adam D. Koós, CFP®, CMT®, CEPAClick below for more Stock Market Update SCREENCASTS: https://www.libertaswealth.com/educational-videos/Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/Click below to check out The Retirement Fiduciary Podcast https://www.libertaswealth.com/podcasts/…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos:/ adamkoosOr follow Adam on Instagram @adamdkoos/ adamdkoos- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
"2Q24 Scouting Report: Navigating the Stock Market Landscape"
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4xNTZBNUQxMDZBQzFGMjkw
- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
📉 Don't jump in all at once! Hindsight is 20/20. 📈 #financialplanning #certifiedfinancialplanner
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4zQTkzRjgxRTY0OEU0MkM3
- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Pullback, correction. Higher low = good entry. Be careful with bonds. #financialplanning
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS44QTY2MEEzNzBFQUJCMUQ2
- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Stocks rebound, aiming for breakout! #marketupdate #trading
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4xNjIyNEE0MDEyRDlCMjBE
While the stock market did go through some rough times (to the tune of two corrections in late-winter and again in late-summer through fall), the landscape is getting brighter and healthier in our view.Here's what you'll find in this year's edition of the 2024 Market Outlook:- The most recent market crash was the 3rd longest since 1990, only surpassed by the Dot-com bubble and The Great Recession (i.e., mortgage crisis).- Bonds continue to suck wind and there doesn't seem to be any evidence that we're going to see big, positive bond performance at any time in the near future.- What are the probabilities that the market heads higher in 2023 (and how much)?- The state (and trend) of the U.S. Stock market today.- Domestic vs. International stocks - which is stronger?- The state of the commodities and alternatives market, including gold, oil, and bitcoin.- Evidence that shows whether or not it's probable that we see a positive year for stocks in 2024....and more information related to seasonality, the Santa Claus Rally, January Barometer, semaglutide stocks (that make Ozempic, Wegovy, and Rybelsus), and more!Presented by: Adam D. Koós, CFP®, CMT®, CEPA---Click below for more Stock Market Update SCREENCASTS: https://www.libertaswealth.com/educat...Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/public...Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educat...Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/the-ca...…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast...Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educat...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos:/ adamkoosOr follow Adam on Instagram @adamdkoos/ adamdkoosLibertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
Market Outlook 2024
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS5CMEVBRUJERkUyNTBENTkz
Quarterly Scouting Report (Stock Market Update) For the 4th Quarter of 2023With one quarter to go in 2023, we're taking yet another in-depth look at stocks, bonds, interest rates, banks, the US Dollar, market seasonality and more!. Topics Covered: - Is the stock market poised to fall further, or is it more likely we see a rebound and higher prices by year-end?- What asset classes are performing best today?- Is it time to invest in bonds yet?- Gold is about to experience a "Death Cross."- What do the indicators Adam is watching, plus market history and seasonality, tell us about where the stock market could be headed next?---Click below to check out The CA$H Podcast (both video and audio available!): https://www.libertaswealth.com/the-ca...…and CLICK BELOW to subscribe to The CA$H Podcast on iTunes!: https://podcasts.apple.com/us/podcast...Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educat...Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/public...Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educat...For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsu...Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350
The S&P500 is down -8% since mid-summer, the NASDAQ = -9%, Treasury Bonds = -14% YTD. WHAT'S NEXT?!
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS5FQUY2Qzk4RUFDN0ZFRkZF
Adam Koós goes into detail about the TD Ameritrade / Charles Schwab Merger, what's changing, what's not, and all the important dates you need to put on your calendar!Please feel free to contact us (below) with any questions!Libertas Wealth Management Group, Inc. 5003 Horizons Dr Ste 200 Columbus, OH 43220 (614) 543-1350 info@LibertasWealth.com http://www.LibertasWealth.com
What Happens Now?! What Clients Need to Know About the TD Ameritrade / Charles Schwab Merger!
YouTube Video UExoa1l6VzFYeUpBMjFybGkxSnBQREpsaGxhYWdMTHMyMS4xN0Y2QjVBOEI2MzQ5OUM5
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