💫 Change can be tough, but it doesn’t have to be! In this episode of The Retirement Fiduciary, Adam Koós chats with life coach Suzanne Campi about embracing life’s transitions with confidence. 🎙️ ✨ Whether you’re retiring, switching careers, or facing the unknown, this episode is packed with practical tips to help you THRIVE. 💪 📲 Tune in now and take charge of your future! Watch here: https://lnkd.in/eXhSTs8m #Podcast #EmbraceChange #LifeTransitions #RetirementPlanning #MindsetShift #finance #cfp #fiduciary #libertaswealth #centralohio #retirement #feeonly #libertas #libertaswm #adamkoos #advisor #investing #stocks #bonds #commodities #etf Adam D. Koós, CFP®, CMT®, CEPA Kim Warrick, CFP®, CRPC® Gina Howard Suzanne Campi, CPCC, ACC
Libertas Wealth Management Group, Inc.
Financial Services
Columbus, OH 385 followers
Big enough to matter, but small enough to care!
About us
There is too much noise and bad information & advice that can truly inhibit your ability to realize the American Dream. Our philosophy is Defense First because “offense” hasn’t been the answer since things have changed…and things have changed. At Libertas Wealth Management, it’s our belief that families and businesses alike cannot afford to experience another loss like they did in 2000-2002…or 2007-2009. Like any sport, we believe that an offense without defense is worthless. Most financial advisors cherry-pick the “latest, greatest” 10-year track record on a mutual fund portfolio and compare it to what you’re doing now, in an attempt to convince you that history will repeat itself. They’ll show you stock market charts, refer to historical epics in time, and tell you that “You haven’t lost anything unless you sell it. Just stay the course and you’ll be just fine.” At Libertas Wealth Management, we believe that while history can look a lot like today, we’re trudging thru unprecedented times…and unprecedented times require unprecedented action. What does this mean? It means that we don't implement a "set it and forget it" approach to your life savings that you have worked so hard to save up. It means that we don't leave your portfolios to be managed by chance. Our job isn’t to make you rich – it’s to keep you from getting poor. When your life savings is in question, it’s not good enough to make a profit…..you have to keep the profit, too.
- Website
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https://www.LibertasWealth.com
External link for Libertas Wealth Management Group, Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Columbus, OH
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Portfolio Management, Estate Planning, Retirement Planning, and Financial Planning
Locations
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Primary
5003 Horizons Dr
Suite 200
Columbus, OH 43220, US
Employees at Libertas Wealth Management Group, Inc.
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Adam D. Koós, CFP®, CMT®, CEPA
President, Founder, Senior Financial Advisor, Exit Planning Consultant, Portfolio Manager, Market Technician, and Consultant to Financial Advisors
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Donna Koos
Accounting Specialist at Libertas Wealth Management Group
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Gina Howard
Director of Operations at Libertas Wealth Management Group, Inc.
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Tiffany Lawrence
Administrative Assistant at Libertas Wealth Management Group, Inc.
Updates
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🔍 Want to make smarter investment decisions? In the latest Retirement Fiduciary podcast, Adam Koos wraps up NERD-vember with Part 2 of Major Factors to Consider When Investing! 📈 This episode dives into the power of momentum (how fast prices move) and volume (how strong the market's signals are). Understand these two indicators, and you can better predict trends and boost your investing confidence! 🎧 Watch now:https://lnkd.in/eBap_QQC
Momentum and Volume - The Other Major Factors to Consider When Investing - The Retirement Fiduciary
https://www.youtube.com/
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Libertas Wealth Management Group, Inc. reposted this
Here's a look at this month’s “Inverse Traffic Light” chart of the S&P500: 1. The “Green Zone” currently sits above the two summer highs – as well as below the two fall lows – as a potential floor of support for the market. 2. The bottom of the “Caution Zone” for the stock market still resides at the spring lows, which took place after a multi-week correction to the tune of just over -10%. 3. …and this is still where the “Danger Zone” sits, just south of 5,000 on the S&P500 roughly -17% below current prices. So far, so good... any questions? Lemme' know! Libertas Wealth Management Group, Inc. ADRENALINE Advisor Consulting
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NERD-vember has officially begun! 🎉 On this episode of The Retirement Fiduciary, Adam takes a closer look at price and trend, two major factors to consider when making investment decisions. 📈 What’s the right time to buy? 📉 Should you sell your current investments? Adam explains how trends and moving averages can guide you toward smarter financial decisions. Don’t miss this insightful episode! WATCH here:https://lnkd.in/da5S6V3D #finance #cfp #fiduciary #libertaswealth #centralohio #retirement #feeonly #libertas #libertaswm #adamkoos #advisor #investing #stocks #bonds #commodities #etf Adam D. Koós, CFP®, CMT®, CEPA Kim Warrick, CFP®, CRPC® Gina Howard
Price and Trend - 2 of The Major Factors to Consider When Investing - The Retirement Fiduciary
https://www.youtube.com/
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Check out our most recent article in MarketWatch w/ Adam D. Koós, and Myra Picache and let us know what you think! https://lnkd.in/gZGc_RMS #investing #gold #investments #trading #commodities
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🎙️ New Episode Alert! 🎙️ Are you and your partner dreaming of early retirement? In this episode, Harold Green sits down with Adam Koos, President of Libertas Wealth Management Group, to discuss aligning financial goals and building a shared retirement vision. From managing risk tolerance to planning for the future together, this episode is a must-listen for couples working towards financial peace of mind! 🌟 🎧 Listen Now and Start Planning Together! LISTEN Here: https://lnkd.in/eUnSptTA #libertaswealth #earlyretirement #financialfreedom #retirementplanning #couplesfinance #theretirementfiduciary #stopdoingwhatyouhate Adam D. Koós, CFP®, CMT®, CEPA Kim Warrick, CFP®, CRPC® Gina Howard Harold Green, CLU, CAP
Marriage & Money (With Adam Koos)
https://spotify.com
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Gold prices took an eye-catching hit on Thursday in posting their largest one-day decline since July — highlighting a complicated landscape for the precious metal that’s littered with “push-and-pull” factors just ahead of a U.S. election that may lead it to a major “pivot point.” Thursday’s drop in gold prices comes as a “sharp reminder of the delicate balance gold has to navigate,” said Adam Koos, president and senior financial adviser at Libertas Wealth Management Group. https://lnkd.in/emtZ8P_f #finance #cfp #fiduciary #libertaswealth #centralohio #retirement #feeonly #libertas #libertaswm #adamkoos #advisor #investing #stocks #bonds #commodities #etf #gold #treasuryyields #markets #election2024 #trump #harris Adam D. Koós, CFP®, CMT®, CEPA Kim Warrick, CFP®, CRPC® Gina Howard Myra Picache
Gold logs biggest drop since July, election may be a ‘pivot point’
marketwatch.com
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🎙️ New Episode Alert! 🎙️ In this episode of The Retirement Fiduciary, Adam is joined by Dan Baron, an expert in estate planning, elder care law, probate, and business succession. They demystify the estate planning process and discuss key decisions like whether you should avoid probate and how the probate process can impact your assets. Don’t miss this valuable conversation! https://lnkd.in/eCG3EU9F #libertaswealth #finance #cfp #fiduciary #libertaswealth #centralohio #retirement #feeonly #libertas #libertaswm #adamkoos #advisor #investing #stocks #bonds #commodities #etf Adam D. Koós, CFP®, CMT®, CEPA Kim Warrick, CFP®, CRPC® Gina Howard Dan Baron
Making Estate Planning Easier with Dan Baron of Baron Law - The Retirement Fiduciary Podcast
https://www.youtube.com/
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🌟 You asked… so here it is! As we approach the 2024 presidential election, many are curious about its impact on the stock market, taxes, and inflation. 🔹 Trump: Possible market boost and business-friendly policies. 🔹 Harris: Focus on regulation and social programs, leading to a different market outlook. Stay ahead of the game! What are your thoughts on the election's potential impact on investments? 💬 #Election2024 #Investing https://lnkd.in/eguju-UP #finance #cfp #fiduciary #libertaswealth #centralohio #retirement #feeonly #libertas #libertaswm #adamkoos #advisor #investing #stocks #bonds #commodities #etf
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