Your Financial Plan is Built for This

As we took in the events of 2021, Legacy positioned our portfolios in expectation of inflation rearing its head due to supply chain issues. As a result, we intentionally allowed our allocation to equities to drift upward to combat inflation and capture returns provided by the equity markets this year. As expected, despite the recent jitters over Omicron, 2021 was a year of strong returns driven by strong economic growth.
During times like these, when the headlines are painting pessimism and despair, we have to recalibrate our perception and keep our focus on what it means to be a long-term investor. We know volatile times like this can cause a bit of uncertainty. But embracing the uncertainty and the volatility of equities in the present leads to abiding financial peace in the long run. In the grand scheme of things, an extreme movement to the downside is an opportunity to profit from the mistakes of others.
Keep in mind, you have an intelligently diversified portfolio that roots itself in an evidence-based, factor-based approach that is grounded in academic research and financial science.

I love these illustrations created by Carl Richards, a financial sketch artist who creates content that makes complex financial concepts easy to understand. Focus on the things that are in your control AND the things that matter.

During this holiday season, we encourage you to focus on the things that matter – family, friends, and this glorious season of Light. Legacy will focus on the things that are within our control.
Legacy maintains a steadfast focus on your financial plan. Our portfolio remains a servant of your financial plan, derived from your most cherished financial goals.
Bray Killingsworth, CFP®
Partner and Senior Advisor

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