Legacy News and Insights

Legacy Capital Recognized as Arkansas’ Runner-Up in Citywire’s 2025 “50 Growers Across America” Report

We are proud to announce that Legacy Capital has been named the runner-up in Arkansas in Citywire’s 2025 “50 Growers Across America” report, highlighting the fastest-growing independent Registered Investment Advisors (RIAs) across the United States.

This recognition underscores our commitment to providing exceptional wealth management services to affluent and ultra-affluent individuals and families. Our growth is a testament to the trust our clients place in us and the dedication of our team.

Thank you to our clients, partners, and team members for your continued support. We look forward to building on this momentum and continuing to serve our community with excellence.

High Profile – Matthew Ridgway Jones

The Arkansas Democrate Gazette interviews Matt Jones about his life, personal philosophies, and money management.

Death and Taxes: What Life Insurance Can Do For Your Estate Plan

Arkansas Money & Politics interviews Jason Prather about how Life Insurance can help with Estate Planning.

Asset Ascent: Three Investment Firms see 40%+ Asset Growth

Matt Jones is interviewed by Arkansas Business about the growth of assets under management for Legacy in 2023.

Arkansas RIA recruits $650 million trio, becoming one of state’s largest advisory firms

InvestmentNews – one of the leading sources for news, analysis and information essential to the financial advisory community – has published an article about Brian Wood, Michael Peebles, and DeAnn Gann joining Legacy to open a new office in Northwest Arkansas.

Arvest trio with $650M AUM moves to Legacy Capital

Talk Business & Politics, a news website that covers business, politics, and culture in Arkansas has published an article detailing the opening of Legacy Capital’s new office and team in Northwest Arkansas.

2023 AMP Influencers of the Year

Arkansas Money & Politics has chosen Matt Jones as one of its 2023 Influencers of the Year.

Peak Trust Webinar -Asset Protection and Estate Planning Using SLATs

Matt Jones is featured in a webinar discussing Private Placement Life Insurance and how it can benefit clients.

PartnersFinancial Podcast -Episode 32: Learnings from Levine

Jason Prather joins Shane Swanson to discuss the Levine Case, considerations about the insurance design, and what they learned and will utilize going forward when it comes to intergenerational split dollar cases.

America’s Top Financial Security Professionals – Best-In-State List 2022

Forbes Top Financial Security Professionals Best-In-State List for 2022 has selected Jason Prather as the leading producer in Arkansas.

50 Growers Across America

Legacy Capital has been named as one of the 50 Growers Across America by Citywire.

AMP C-Suite 2022

Bob Roberts was chosen to be a part of AMP magazine’s C Suite list – a feature where readers chose their favorite C-Suite executives.

Smart Moves to Consider Before Year-End

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and make sure you’re closing out...

Why More Families are Choosing to Gift Wealth Earlier – and How to Do It

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

How Do You Turn Retirement Savings Into A Reliable Income Strategy?

Transitioning from earning a paycheck to relying on your savings can feel overwhelming. As financial professionals, we help clients navigate this shift by developing strategies that turn the wealth they’ve accumulated into reliable retirement income....

Is It Smarter to Buy or Rent a Second Home?

Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches, many of our clients have come to us over the years with the same question—should I buy a vacation home or just continue to rent?...

From College Acceptances to Affordability: In the Final Stretch

For families with college-bound students, the financial realities of higher...

Tax Season Brings a New Wave of Identity Theft Risks

Tax season brings a new wave of identity theft risks, with criminals...

10 Facts You May Not Know About Social Security

The following ten surprising facts about Social Security reveal critical insights that may be able to enhance your retirement strategy....

Navigating Healthcare Costs in Retirement: Life After Employer-Sponsored Health Insurance

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs....

Year-End Giving Strategies: Maximizing Your Impact

As we enter the holiday season, now is a great time to think about your giving strategy and your contributions to the charitable organizations and causes you care most about. ...

Safeguarding Your Identity: Essential Tips for Financial Security

One of our primary goals is to help our clients create a financial strategy and protect their wealth. In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures....

The Impact of Elections on the Market and Tax Policy

We are in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, “How might what happens on November 5 impact my finances?” ...

Estate Management Pitfalls

During your prime earning years, it may be a good idea to consider updating your estate strategy to ensure that it reflects your wishes. From time to time, we see families make potentially expensive missteps....

Ten Common Estate Strategy Mistakes You Should Avoid

Whether you’re newly married, starting a family, or nearing retirement, an estate strategy may be on your mind. We have helped clients craft legacy strategies for their families, and want to share our experience to help you navigate some missteps we have seen others make....

The Evolving Relationship Between Stocks and Bonds

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.’” And normally, we would agree. But the phrase “This time it’s different” may apply to what’s happened in financial markets in recent years....

Identity Protection Strategies: Are You Doing Enough to Keep Your Information Safe?

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect yourself....

How Much Do You Need to Retire?

If you are serious about retirement, it’s not simply about how much money you have; it’s about how all your assets work together to fund the lifestyle you envision and other personal financial considerations, such as leaving a legacy and preparing for healthcare costs....

At Legacy Capital, we believe that an educated client is a satisfied client. To uphold this belief, we communicate weekly through our Legacy Insights piece. Our purpose is to provide information about the market and provide helpful tips. We also send out additional commentaries when unusual market events occur. We consistently use simple, concise language to convey our messages as a means for our clients to clearly navigate and understand the information.

Click a title below to view the PDF:

How Investors Can Keep Up with Inflation (25 August 2025)

The Magnificent 7, AI, and Concentration Risk (18 August 2025)

Reliability of Government Data & Creating a Balanced Picture (12 August 2025)

What Corporate Earnings Reveal About Tariffs (5 August 2025)

The Fed and Politics - What Investors Should Know (29 July 2025)

The Role of Social Security in Financial Planning (21 July 2025)

What the" One Big Beautiful Bill" Means for Investors (14 July 2025)

How a Weakening Dollar Affects Long-Term Investors (30 June 2025)

Making the Complex Simple

Financial lives can be complex and the greater your wealth, often times the greater the complexities. If you work with experienced professionals who can serve as your quarterback, coordinating and managing these complexities, it frees you to focus on enjoying the freedom and privileges of wealth and doing the things that are most important in your life.

Legacy Capital is a locally-owned boutique firm with a team-oriented and holistic approach to serving clients’ wealth management needs. We are not a large public corporation run by executives in other cities, nor are we a small three-person organization with insufficient resources to adequately serve our clients.
If you want a firm that can address your wealth management needs, offer the appropriate risk management solution, coordinate the efforts of your professional advisors and help ensure your personal legacy, let’s have a conversation.

legacy news and insights

High Profile – Matthew Ridgway Jones

Death and Taxes: What Life Insurance Can Do For Your Estate Plan

Asset Ascent: Three Investment Firms see 40%+ Asset Growth

Arkansas RIA recruits $650 million trio, becoming one of state’s largest advisory firms

Arvest trio with $650M AUM moves to Legacy Capital

2023 AMP Influencers of the Year

Peak Trust Webinar -Asset Protection and Estate Planning Using SLATs

PartnersFinancial Podcast -Episode 32: Learnings from Levine

America’s Top Financial Security Professionals – Best-In-State List 2022

50 Growers Across America

AMP C-Suite 2022

Smart Moves to Consider Before Year-End

Why More Families are Choosing to Gift Wealth Earlier – and How to Do It

How Do You Turn Retirement Savings Into A Reliable Income Strategy?

Is It Smarter to Buy or Rent a Second Home?

From College Acceptances to Affordability: In the Final Stretch

Tax Season Brings a New Wave of Identity Theft Risks

10 Facts You May Not Know About Social Security

Navigating Healthcare Costs in Retirement: Life After Employer-Sponsored Health Insurance

Year-End Giving Strategies: Maximizing Your Impact

Safeguarding Your Identity: Essential Tips for Financial Security

The Impact of Elections on the Market and Tax Policy

Estate Management Pitfalls

Ten Common Estate Strategy Mistakes You Should Avoid

The Evolving Relationship Between Stocks and Bonds

Identity Protection Strategies: Are You Doing Enough to Keep Your Information Safe?

How Much Do You Need to Retire?

Making the Complex Simple

Videos and Commentary

Private Market Investments

Private Equity and Private Debt

Estate Planning Basics

Why Professional Designations Matter

Smart Giving

Five Capital Gains Strategies

Pre-Retirement Checklist

1031 Exchange

Walmart Deferred Compensation

Life Insurance

Simplify Your Estate

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