Legend Financial Advisors, Inc.®

05/22/2026

Please be advised that Legend Financial Advisors, Inc.® will be closed on Monday, May 25th in observance of Memorial Day. We will return to normal hours of operation on Tuesday, May 26th.

We would like to wish everyone a Safe and Happy Holiday!

04/17/2026

Missed our recent “From Headlines to Perspective: Making Sense of Market Volatility” Webcast?

Catch the replay where Jim Holtzman and Bill Knight discuss how current events are evaluated through the lens of our disciplined, long-term investment approach.

From Headlines to Perspective: Making Sense of Market Volatility

04/14/2026

Webcast: "From Headlines to Perspective: Making Sense of Market Volatility" on 4/15/26 at Noon Eastern.

Recent market volatility has been influenced in part by ongoing tensions with Iran and is spreading across the Middle East. This has contributed to rising oil prices, renewed inflation concerns and increased geopolitical uncertainty.

While daily headlines can feel urgent and unsettling, successful investing requires perspective, discipline, and a clearly defined strategy.

Join Jim Holtzman and Bill Knight as they discuss how current events are evaluated through the lens of our disciplined, long-term investment approach.

Jim and Bill will discuss some of the following topics:

1. What recent geopolitical developments mean for oil prices and broader markets
2. Putting recent market movements in perspective
3. What rising inflation, housing trends, and interest rates may signal going forward
4. How we systematically rebalance portfolios on an ongoing basis
5. Why maintaining focus on a long-term financial plan remains important

We will also reserve time at the end for live Q&A.

https://us02web.zoom.us/webinar/register/WN_xTCCkB_tRNSc9ZILtt-5cA

02/13/2026

In observance of Presidents’ Day, Legend Financial Advisors, Inc.® will be closed on Monday, February 16, 2026. Additionally, the stock and bond markets will be closed. We will return to normal hours of operation on Tuesday, February 17th.

We would like to wish everyone a Safe and Happy Holiday!

01/23/2026

As a fee-only, fiduciary advisor, our goal is to empower you with tools and insights that provide general financial information. Whether you’re planning your retirement, navigating tax changes, or managing your overall financial planning strategy, this guide provides information to reference as you make financial decisions.

You can view the 2026 Key Financial Data Card at: https://www.legend-financial.com/key-financial-data-card

01/16/2026

In observance of Martin Luther King, Jr. Day, Legend Financial Advisors, Inc.® will be closed on Monday, January 19, 2026. Additionally, the stock and bond markets will be closed. We will return to normal hours of operation on Tuesday, January 20th.

We would like to wish everyone a Safe and Happy Holiday!

12/30/2025

Happy New Year! Our offices will be closed on Thursday, January 1st in observance of the New Year Holiday.

12/23/2025

Happy Holidays! Our offices will be closed on Wednesday, December 24th and Thursday, December 25th in observance of the holiday season.

11/25/2025

Happy Thanksgiving!

Our offices will be closed on Thursday, November, 27th and Friday, November, 28th in observance of the Thanksgiving holiday.

From Your Friends at Legend Financial Advisors, Inc.®