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Libertas Wealth Mgmt

@LibertasWM

A private, portfolio management and financial planning firm, specializing in a proactive, dynamic, tactical money management that we call, Defense First.

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Our very own portfolio manager, @AdamKoos, interviewed & featured on the cover of Proactive Advisor Magazine. #trading #Finance


📉 Gold sees its biggest drop since July! Could today’s market movements signal a turning point as election day nears? heyor.ca/1KKgD6 🗳️ Watch for possible pivots in commodity markets #Gold #Investing #Markets #Elections

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New #Podcast episode! Adam talks with estate planning expert Dan Baron about probate, elder care law, and business succession. Don’t miss it! 🎧 youtube.com/watch?v=fj_tTJ… #estateplanning #retirement @AdamKoos


🗳️ You asked about the 2024 election's impact on your investments—here's what we know! Whether it's Trump or Harris, the implications for the stock market, taxes, and inflation are significant. Stay informed! #InvestSmart #2024Elections libertaswealth.com/harris-or-trum…


Libertas Wealth Mgmt Reposted

Missed our "Wealth, Wills, and Wisdom" webinar? 🧠💼 Join me andattorney Dan Baron for insights on estate planning, protecting your wealth, and avoiding common legal pitfalls. Catch the replay now! 📺👇 🔗 youtube.com/watch?v=TjoLV8… #EstatePlanning #WealthManagement #LegalTips


🚀 New Episode Alert! 🎙️Join us as Adam Koós shares crucial advice on planning your business exit and securing a fulfilling retirement. Whether you're a business owner or planning for the future, this episode is for you! youtube.com/watch?v=6I2MUr…


Starting my financial advisory career just before 9/11 taught me valuable lessons about resilience and adaptability. Combining strategic investment, tactical trend following, and active management was a game changer!proactiveadvisormagazine.com/how-a-diversif… 📈💪


🚀 New Episode Alert! 🎧 In The Retirement Fiduciary, Adam explores "Daylight," a key metric for navigating market volatility. Discover how it can enhance your investment strategy! 💡 youtu.be/M4mIVO0NF0o


🚨 New Podcast Episode! 🚨 Did you know 94% of financial advisors fail to create effective plans? 😱 Find out how to vet your advisor and protect your investments. 💪 LISTEN here:brightfg.com/do-you-have-a-… 🛡️


🎙️ New episode of The Retirement Fiduciary is live! Join Adam and Rachel Alley from Keller Williams as they discuss the latest shifts in the real estate market, refinancing tips, and more. Don’t miss out! 📈🏠 #RealEstate #Podcast #MarketTrends youtu.be/gLVBJbVEp2M


📉 The market fell -10% in 4 weeks. Quick drop, but not a crash! Not as severe as COVID (-34% in 22 days) or Black Monday (-22.6% in one day). This is a market correction. S&P 500 down -8.5%, NASDAQ -13%. Stay calm! #MarketUpdate #Investing libertaswealth.com/dont-panic-you…


🎧 New on The Retirement Fiduciary! 🎧 Join us as host Adam chats with Natalie Siston, author of "Let Her Out" and founder of "Small Town Leadership." 🌟 youtu.be/yIBkA4fmtgo #Podcast #Leadership #PersonalGrowth #Coaching


🚀 Learn how to make the most of your investments with tax-loss harvesting! Adam’s latest episode covers when and how to use this strategy to reduce your tax bill. Listen today! 🎧📉 #InvestmentTips #TaxStrategy youtu.be/6__1euc7rag @AdamKoos


🐾✨ Pet parents, have you planned for your pet’s future if something unexpected happens to you? With 68% of U.S. households owning pets, it's crucial to include them in your estate plan. 📝❤️ Check out our guide !libertaswealth.com/furry-family-f… #PetPlanning #EstatePlanning #FurryFamily


Libertas Wealth Mgmt Reposted

Excited to share that I was featured in MarketWatch today! Check out the latest article on copper prices, China's influence, and the evolving global economy, by @MktwSaefong marketwatch.com/story/why-copp…


🎙️ Dive into the impact of election cycles on market trends with Adam Koos in the latest episode of "The Retirement Fiduciary." Learn how to navigate seasonal market swings and make informed investment decisions! 📈 youtu.be/5qg3mJfkdRU #finance #investing #centralohio #Koos


Libertas Wealth Mgmt Reposted

📈 **Halftime Update - 2024** 📈 Elevate your investment strategy! We cover U.S. & international stocks, bonds, commodities, currencies, & crypto, as well as key market signals & election year stats! WATCH: youtube.com/watch?v=4pZQ9l… #InvestmentTips #MarketUpdate #InvestSmart


🎙️ Dive into the new trading rules with @AdamKoos on The Retirement Fiduciary podcast! 📉 Get clarity on transaction date changes and their impact on stocks, ETFs, and bonds. youtu.be/VnX-TX5hpg4 #Investing #Finance #TradingRules


Don't miss Part 2 of "Exposing the Wolves of Wall Street" with Adam Koos! 💼 Learn how to protect your investments from insurance agents turned wealth managers and the pitfalls of TV "experts.#Investing #FinanceTips youtube.com/watch?v=E5U4-j…


🔍💡 Dive into the TRUTH about financial planning with Adam Koos on the latest episode of The Retirement Fiduciary! 💼💰 #FinancialFreedom #InvestingInsights #EmpowerYourself 🚀youtu.be/jtQ6vxvBQoY

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