Blog & Resources
Mission Life Podcast
A friend of Legacy Financial Group, Jeremy Fulda, hosts an insightful podcast designed to inspire and empower listeners to live an intentional lifestyle that honors
Tax Alert: Beware of “double taxation” on employee stock options
While Tax Day has passed, the time to pay close attention to your tax return never does. You can always file an amendment and if
Investment Myth Busting
Benjamin Graham, the father of value investing and mentor to Warren Buffett, liked to refer to “Mr. Market” as having bipolar disorder. The stock market
2018 Tax Cuts and Jobs Act Highlights
The Tax Cuts and jobs Act is the most sweeping tax reform measure in over 30 years. The new legislation makes fundamental changes to the
Year End Tax Strategies
Contribute to Your 401(k) or other Qualified Plans Not only do you want to build wealth for retirement, but you also gain a tax break
Legacy Positioned Among Top Advisors in Oklahoma
Recently, Legacy was voted by AdvisoryHQ as one of the Top 10 Best Financial Advisors in Oklahoma City and Tulsa. We have experienced tremendous growth
3rd Qtr 2016: Presidential Elections and Market Returns
Despite all the negative news constantly streaming on our TV screens, the equity and fixed income markets continue to perform very well thus far in
Process vs. Outcome
Recently a well know financial advisor wrote a very good article concerning the difference between investing process and investing outcome. It is easy to read