Legacy is hiring! We are adding a Client Service Administrator to our growing team. Our firm culture, wonderful clients, and growth opportunities make Legacy a fantastic place to work. The Client Service Administrator plays a critical part in putting our clients’ financial plans into action. If you know someone who would be a great fit, …
The equity and bond market worldwide has entered into what many believe is the “capitulation” stage. This usually entails widespread selling without regard to economic fundamentals or positive earnings reports. It is typically a time when speculative (not long-term) investors experience enough emotional distress that they will sell their positions at any cost and without …
When writing financial commentary on the events in Ukraine, it is crucial to note that we approach the topic not by normalizing tragedy but by considering reality. It feels like a disservice for us to be consumed by a temporary drop in investment values when others fear for their families and freedoms. However, Legacy has …
Market volatility is back. 2022 began with market contractions based on interest rates, Covid, and monetary policy. The drop appeared to be short-lived, as the last few days of January and the first days of February saw a swift recovery. Unfortunately, the rally was cut short as the geopolitical concerns between Russia and Ukraine grew. …
A Reminder in Times of Market Volatility As we watch the market swing due to the public’s immediate gut reaction to global events, it is wise to pause and reflect on why the drop is taking place and note the similarities to early 2020. The current volatility is in response to the newly discovered Omicron …
In a world with information overload, it is easy to get caught up in Wall Street’s obsession with outsmarting markets. However, historical perspective and data have provided a different narrative. The number one predictor of investment success is investor behavior during uncertain times. It’s not stock picking, marking timing, or technical analysis. Instead, it is …
Opportunity Awaits – For Those Who Stick to the Plan Read More »
We’re Adding to Legacy Team! Introducing Kristen Hopkins The Legacy Financial Group is pleased to announce the newest member of our firm, Kristen Hopkins! Kristen joins Legacy as a Client Service Administrator. “We are so excited to have Kristen join the Legacy team!” says Elissa Johnson, Partner and Director of Operations. “She brings enthusiasm, creativity, …
In honor of Father’s Day, Legacy Financial Group is hosting a donation drive for benefit of the Tulsa Day Center for the Homeless!The Tulsa Day Center is facing a shortage of men’s gently used clothing, new packaged underwear, athletic shoes, and more.Additionally, the Tulsa Day Center team averages housing one client family a day, and …
The Legacy Financial Group is seeking a Client Service Administrator to add to our growing team! We are a premier wealth management firm based in Tulsa, OK and serving clients internationally. Far beyond managing assets, we enable clients to focus on what matters most in their lives: their time, their families, their businesses, and their …
We’re Hiring! Seeking a Client Service Administrator Read More »
The Legacy Financial Group is excited to announce that Bray Killingsworth and Elissa Johnson have become shareholders in the firm. Bray and Elissa have served as key members of the Leadership Team at Legacy for several years, and each brings a unique perspective, added expertise, and demonstrated commitment to continuing Legacy’s mission. For the past …
Announcing the Newest Partners of The Legacy Financial Group Read More »
