In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what these adjustments mean for investors and how they will impact trading strategies moving forward.

Adam also provides a high-level overview of the significant changes in stock trading, ETF trading, and bond trading. Through a series of "Did You Know" facts, he outlines key terminology and simplifies the new regulations. Listeners will gain a clear understanding of how these changes affect their investments and what steps they can take to adapt. This episode is essential for anyone looking to stay informed and make sound decisions in the evolving world of trading.

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--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan