We circled back with several financial advisors interviewed for Proactive Advisor Magazine to see how they have “stepped up” to meet client needs during this most difficult period for all. While all of these advisors saw the current societal challenges as extraordinary […]
Published Articles
“One of our most important client principles relates to our overall investment philosophy and client education. When it comes to managing money, we focus first on defending portfolios from losses, and only then seeking competitive returns. We do not believe […]
On average, the market goes up three out of every four years. The “perma-bear” who consistently preaches doom and gloom is forgotten each day until he is right. Then they put him on the news and ask how he “called” […]
Clients ask a lot of great questions, and with each year’s enhancements in technology and access to information, the questions only seem to keep getting better. However, there are questions I hear from clients and prospective clients that are relatively […]
The article below is different than most. The majority of what we send out to our readers is educational material that we write for the average investor. On occasion, however, Adam Koos is asked to write for magazines written for other […]
We all have moments in our lives that become engrained in our minds forever. Whether good or bad, these memories often make a huge impact on your attitude and outlook on life. I made one of those memories just this […]
As published on MarketWatch Trading Deck November 2, 2016: Tuesday, the S&P 500 SPX, +0.62% broke back below metaphorical line in the sand — under the May 2015 all-time highs that created so much buzz when surpassed this past July. […]
As published on MarketWatch Trading Deck October 27, 2016 As we close the gap to within two weeks of the U.S. presidential election, the stock market is giving us a decisive picture, showing just how indecisive investors are during this […]
As Published on MarketWatch Trading Deck October 12, 2016 The seasonally weaker six months of the year is coming to an end just three weeks from now. September, normally the worst month of the year, didn’t turn out all that […]
As published on MarketWatch Trading Deck September 16, 2016 If the market bored you this summer, you had good reason. Volatility had fallen to an extreme low, the S&P 500 SPX, +0.02% began trading in a narrow, 34-point, sub-2% range, […]
