by Libertas | Feb 8, 2019 | Adam Koos, CFP®, Commentary
I’ll be honest… I didn’t even turn on the State of the Union Address. I had a couple friends text me about it as it was going on, and I let them know I was instead watching The Punisher series and Impractical Jokers with Donna. I think my choice of viewing pleasure...
by Libertas | Feb 1, 2019 | Adam Koos, CFP®, Commentary
“Don’t Fight the Trend” By: Adam D. Koos, CFP® President / Portfolio Manager Not just ANY trend, but “The Primary Trend.” This is from Charles Dow’s first lesson on the first day of class in Investing 101. Would you paddle a boat upstream? Would you bake cookies...
by Libertas | Jan 18, 2019 | Adam Koos, CFP®, Commentary
I’ve received a LOT of wonderful feedback about these updates on the state of the market over the last several weeks and I wanted to thank everyone for taking the time to read them, especially our clients. If there’s one “best” way to stay on top of what we’re doing...
by Libertas | Jan 11, 2019 | Adam Koos, CFP®, Commentary
Money managers who are always doom & gloom love to make you feel stupid when the market goes down and you didn’t sell at the perfect time. Others like to make you feel stupid when you’re out of the market and it goes up. Some of your friends might like to tell...
by Libertas | Jan 4, 2019 | Adam Koos, CFP®, Commentary
I had a wonderful, relaxing break with Donna and the boys and I hope you had a chance to sufficiently re-charge your batteries as well! Considering the heightened level of stock market volatility, I wanted to try and get our 2019 update on the state of the market out...
by Libertas | Dec 14, 2018 | Adam Koos, CFP®, Commentary
While we’ve been taking defensive measures this past month-and-a-half, our long-term hope was to see the stock market bounce off the October and November lows toward the end of this week into next. So far, at least as I write this week’s update on the current state...
