Client Portal Login
Request a Free Consultation
Client Financial Plan Login
(614) 543-1350
Home
Fiduciary Advantage
Being a Fee-Only Firm
Our Approach
Services Provided
Client Minimums & Discounts
About Us
Meet the Team
The Libertas Difference
Pictures from Past Events
Libertas Cares
“My Promise Kit” Program
Upcoming Events
Who We Work With
Real People & Real Solutions
Clients Around the Country
Life Changing Transitions
Nearing Retirement / Already Retired
Changing Jobs / Careers
Death of a Loved One
Business Owners
Selling a Business
Executives with Stock Options / Grants
Education
Market Commentary
Educational Articles
Videos
The CA$H Podcast
The CA$H Podcast Videos
Press & Media
Awards & Recognition
Published Articles
Contact
Client Portal Login
(614) 543-1350
Libertas Wealth Management Group, Inc
Toggle navigation
Home
Fiduciary Advantage
About Us
Who We Work With
Education
Press & Media
Contact
Request a Free Consultation
Free Portfolio Risk Analysis
Site Map
[simple-sitemap exclude=”54,398,401,250,433″]
Categories
Adam Koos, CFP®, CMT®
Announcement
Educational Articles
L.I.F.T.
Market Commentary
MarketWatch Trading Deck
Published Articles
The CA$H Podcast
Uncategorized
Recent Posts
The CA$H Podcast #34 – “Should I BUY or RENT a Home?”
FAILED Breakout (For now…)
The CA$H Podcast #33 – “How to Save Money AND Taxes (for Business Owners)”
The CA$H Podcast #32 – “Is the Stock Market Topping Out AGAIN?”
The CA$H Podcast #31-“Partisan Politics, Social Injustice, and COVID-19-Employment and the Law”
Past Articles
Past Articles
Select Month
September 2020
August 2020
July 2020
June 2020
May 2020
April 2020
March 2020
February 2020
January 2020
December 2019
November 2019
October 2019
September 2019
August 2019
July 2019
June 2019
May 2019
April 2019
March 2019
February 2019
January 2019
December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018
December 2017
November 2017
October 2017
September 2017
August 2017
June 2017
May 2017
April 2017
March 2017
February 2017
January 2017
November 2016
October 2016
September 2016
August 2016
July 2016
May 2016
April 2016
March 2016
February 2016
January 2016
December 2015
November 2015
October 2015
September 2015
August 2015
June 2015
Step 1 of 5
20%
I am...
*
Single Without Kids
Single With Kids
Couple Without Kids
Couple With Kids
Retired
Business Owner
Have you worked with a financial advisor before?
*
No
Currently
Previously
I'd prefer to work with an advisor by paying...
*
Flat, Hard-dollar Fee
% of Assets Managed for Me
Commissions
I don't know
I'd like to meet with my advisor...
*
You may choose more than one option. For instance, if you would like to meet with your advisor twice a year, but do so virtually, you may choose both options.
Virtually/Phone
1X Per Year
2X Per Year
Quarterly
Full Name
*
Email
*
Phone
How did you hear about us?
Please choose one
Client referral
Professional referral (CPA, attorney, etc.)
Published article
TV appearance
Article or Screencast
CA$H Podcast
Magazine or Newspaper
Internet Search
Other
CAPTCHA
×
Step 1 of 5
20%
I am...
*
Single Without Kids
Single With Kids
Couple Without Kids
Couple With Kids
Retired
Business Owner
Have you worked with a financial advisor before?
*
No
Currently
Previously
I'd prefer to work with an advisor by paying...
*
Flat, Hard-dollar Fee
% of Assets Managed for Me
Commissions
I don't know
I'd like to meet with my advisor...
*
You may choose more than one option. For instance, if you would like to meet with your advisor twice a year, but do so virtually, you may choose both options.
Virtually/Phone
1X Per Year
2X Per Year
Quarterly
Full Name
*
Email
*
Phone
How did you hear about us?
Please choose one
Client referral
Professional referral (CPA, attorney, etc.)
Published article
TV appearance
Article or Screencast
CA$H Podcast
Magazine or Newspaper
Internet Search
Other
CAPTCHA
×
Step 1 of 5
20%
I am...
*
Single Without Kids
Single With Kids
Couple Without Kids
Couple With Kids
Retired
Business Owner
Have you worked with a financial advisor before?
*
No
Currently
Previously
I'd prefer to work with an advisor by paying...
*
Flat, Hard-dollar Fee
% of Assets Managed for Me
Commissions
I don't know
I'd like to meet with my advisor...
*
You may choose more than one option. For instance, if you would like to meet with your advisor twice a year, but do so virtually, you may choose both options.
Virtually/Phone
1X Per Year
2X Per Year
Quarterly
Full Name
*
Email
*
Phone
How did you hear about us?
Please choose one
Client referral
Professional referral (CPA, attorney, etc.)
Published article
TV appearance
Article or Screencast
CA$H Podcast
Magazine or Newspaper
Internet Search
Other
CAPTCHA
×
Step 1 of 5
20%
I am...
*
Single Without Kids
Single With Kids
Couple Without Kids
Couple With Kids
Retired
Business Owner
Have you worked with a financial advisor before?
*
No
Currently
Previously
I'd prefer to work with an advisor by paying...
*
Flat, Hard-dollar Fee
% of Assets Managed for Me
Commissions
I don't know
I'd like to meet with my advisor...
*
You may choose more than one option. For instance, if you would like to meet with your advisor twice a year, but do so virtually, you may choose both options.
Virtually/Phone
1X Per Year
2X Per Year
Quarterly
Full Name
*
Email
*
Phone
How did you hear about us?
Please choose one
Client referral
Professional referral (CPA, attorney, etc.)
Published article
TV appearance
Article or Screencast
CA$H Podcast
Magazine or Newspaper
Internet Search
Other
CAPTCHA
×
Step 1 of 5
20%
I am...
*
Single Without Kids
Single With Kids
Couple Without Kids
Couple With Kids
Retired
Business Owner
Have you worked with a financial advisor before?
*
No
Currently
Previously
I'd prefer to work with an advisor by paying...
*
Flat, Hard-dollar Fee
% of Assets Managed for Me
Commissions
I don't know
I'd like to meet with my advisor...
*
You may choose more than one option. For instance, if you would like to meet with your advisor twice a year, but do so virtually, you may choose both options.
Virtually/Phone
1X Per Year
2X Per Year
Quarterly
Full Name
*
Email
*
Phone
How did you hear about us?
Please choose one
Client referral
Professional referral (CPA, attorney, etc.)
Published article
TV appearance
Article or Screencast
CA$H Podcast
Magazine or Newspaper
Internet Search
Other
CAPTCHA
×
Step 1 of 5
20%
I am...
*
Single Without Kids
Single With Kids
Couple Without Kids
Couple With Kids
Retired
Business Owner
Have you worked with a financial advisor before?
*
No
Currently
Previously
I'd prefer to work with an advisor by paying...
*
Flat, Hard-dollar Fee
% of Assets Managed for Me
Commissions
I don't know
I'd like to meet with my advisor...
*
You may choose more than one option. For instance, if you would like to meet with your advisor twice a year, but do so virtually, you may choose both options.
Virtually/Phone
1X Per Year
2X Per Year
Quarterly
Full Name
*
Email
*
Phone
How did you hear about us?
Please choose one
Client referral
Professional referral (CPA, attorney, etc.)
Published article
TV appearance
Article or Screencast
CA$H Podcast
Magazine or Newspaper
Internet Search
Other
CAPTCHA
×
