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Academy Financial, Inc.
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      • Thank You Phyllis, Leslie, & Diana
      • Harry Horn TRG Conference Retirement Video
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      • 2022 December Rebalance
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Academy Financial, Inc.

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Investor's Corner

2024 2nd Quarter Outlook 

2024 1st Quarter Outlook

2023 December Rebalance

2023 4th Quarter Outlook

2023 Market Intel Exchange - Market data and insight from Lincoln and industry asset management partners.

2023 3rd Quarter Outlook

2023 July Rebalance

2023 2nd Quarter Outlook

2023 January Rebalance

2023 1st Quarter Outlook

2022 December Rebalance

LPL Financial Form CRS

Securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial is separately owned and other entities and/or marketing names, products or services referenced here are independent of LPL Financial.

It is not our position to offer legal or tax advice. The information on this site is informational and educational.  We encourage you to consult with a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstance.  

T. Joseph Barger CA Insurance License #0B93927, Michael Leonard CA Insurance License #0K87298, Michael McFeeley CA Insurance License #0I66474, Richard Craft CA Insurance License #4284483, Richard Faraone CA Insurance License #4278325, Elizabeth Updike CA Insurance License #0D85336, Jim Metzbower CA Insurance License #0I06988

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