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Surviving Retirement

  • The Washington D.C. effect – How will the decisions in Washington D.C. affect your retirement?
  • Why “Buy & Hold” is an outdated strategy and does not work for most people.
  • Why Diversification usually only works best when the market is going UP.
  • How to use trend-following and momentum to grow your retirement nest egg while protecting it from crashes.
  • Why Annuities are not for most people.
  • How working with a Fee-Only financial firm (that legally cannot charge commissions) puts you on the same team with your financial adviser.
  • We’ll also provide in-depth information and field any questions you have about Trusts, Social Security, Taxes, Life & Health insurance, and more.
  • Why emotion often causes investors to do the wrong thing and the wrong time.

About Adam Koos

Adam has been recognized by Financial Advisor Magazine as one of only 8 portfolio managers in the country named to their “Research All-Star Team” for portfolio Management and research. He is a recipient of the Greater Columbus “Forty Under 40” award, an honor also given to other successful individuals such as Cameron Mitchell and Mayor Michael Coleman. He was also named as one of central Ohio’s “20 People to Know in Finance” by Business First and most recently, Libertas was named as one of central Ohio’s top Fee-Only financial advisory firms. In addition to local and national awards, Adam is a regular on WBNS 10-TV. He has also been sourced and published in many well-known publications, such as US News & World Report, Forbes, Yahoo! Finance, and many more. He is also a regular source and writer on The Wall Street Journal’s Marketwatch, both in the commodities page as well as The Trading Deck. After graduating from The Ohio State University, he married his best friend, Donna, and they live in Dublin with their two sons, Karston & Kamden. When he’s not being the best father and husband he can be, he spends time writing and composing original music, plays volleyball with Donna, and gets a rare game of golf in from time to time. Finally, Adam is an avid Buckeye Football fan and has been in attendance at well over 100 home games since 1995.


Financial advisory services offered through Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm.