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Academy Financial, Inc.
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Academy Financial, Inc.

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Investor's Corner

2023 January Rebalance

2023 1st Quarter Outlook

2022 December Rebalance

2022 4th Quarter Outlook

2022 June Rebalance

Market Volatility May 2022

2022 2nd Quarter Outlook

2022 February Rebalance

We are licensed in the following states.  If you are a legal resident of one of these states, please proceed.  We are sorry if we are unable to offer you our services at this time. 

Securities:  AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY

Insurance:  AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, VT, WA, and WV

Registered associates of Academy Financial, Inc. are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial, Inc. is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3629643-061121 

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.  

Academy Financial Benefit Services, LLC is a separate entity and is not affiliated with Lincoln Financial Advisors Corp. 

Unless otherwise identified, associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.

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