Krilogy

We're hiring! Krilogy is seeking a professional and responsible Financial Planner who will directly support Senior Wealth Advisors in serving existing and potential clients.

This team member will perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to use critical-thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates are detail-oriented, structured and have a high degree of follow-through.

Visit our website to apply!

Apply Today! Financial Planner - Creve Coeur Krilogy is seeking a professional and responsible Financial Planner who will directly support Senior Wealth Advisors in serving existing and potential clients. This team member will perform various tasks, including portfolio reviews and preparing financial projections using financial planning softwa...

The highly anticipated rate cuts will likely start next month following a dovish shift in tone from policymakers. Market breadth improved on the news with small caps leading the major indices last week, finishing up 3.62%. Historically, we are moving into a seasonally volatile period and especially so during election years. We believe implementing a systematic, rules-based rebalancing program removes the emotion during these times while, trimming high and adding low, keeping portfolio risk levels in alignment with your strategic allocations developed to achieve your long-term objectives and goals.

Weekly Market Recap | August 26, 2024 The highly anticipated rate cuts will likely start next month following a dovish shift in tone from policymakers. Market breadth improved on the news with small caps leading the major indices last week, finishing up 3.62%. Historically, we are moving into a seasonally volatile period and especially....

Catch up with John McArthur as he explains the uninversion of the yield curve (longer rates, such as the 10-year treasury higher than shorter-term rates, such as the 2-year treasury) hasn't happened yet, but after 2 years of inversion, it will happen in days/weeks/months to come. Historically, when it does, it signaled an impending recession. However, not only can timing be tricky, but it may not mean what you think for the equity market.

Yield Curve Uninversion The un-inversion of the yield curve (longer rates, such as the 10-year treasury higher than shorter-term rates, such as the 2-year treasury) hasn't happened ...

The S&P 500 rallied 3.99% last week and has nearly recovered all of its losses following the volatility spike two weeks ago. We believe investors should use this time of market recovery to assess their portfolio risk level to ensure it aligns with their desired risk-taking and long-term investment goals.
https://www.krilogy.com/weekly-market-recap-august-20-2024/

Krilogy® is pleased to announce the return of Brett Siegfried after five years with a large national investment bank. It became clear to Brett that Krilogy®, the firm where he began his career nearly 15 years ago, was the place where he and his clients could reach their fullest potential. Please join us in welcoming Brett back to Krilogy®!

https://www.krilogy.com/senior-wealth-advisor-brett-siegfried-returns-to-krilogy/

Krilogy's latest Market Perspective video with Kent Skornia and John McArthur is here! In this month’s discussion, we touch on fundamentals in the economy and what this pre-election, seasonally volatile period could mean for markets.

Krilogy's July 2024 Market Perspective In this month’s discussion, we touch on fundamentals in the economy and what this pre-election, seasonally volatile period could mean for markets.

Volatility reemerged last week and the VIX jumped 40%. Softening labor market data and an eventual policy shift by the Fed pushed risk assets off the table and the S&P 500 finished the week down 2.05%. We believe volatility will likely remain elevated through the end of the year. During times of volatility, investors need to remain committed to their strategic allocations that were thoughtfully developed to meet their investment objectives and desired risk level.

Weekly Market Recap | August 5, 2024 Volatility reemerged last week and the VIX jumped 40%. Softening labor market data and an eventual policy shift by the Fed pushed risk assets off the table and the S&P 500 finished the week down 2.05%. We believe volatility will likely remain elevated through the end of the year. During times of vol...

The market rotation continued last week with Small-Caps outperforming their large-cap counterparts. Over the three weeks, small-caps have rallied 11.5% while large-caps have declined 1.5%. The reversal highlights why we believe investors should remain committed to their strategic, diversified allocations. The market shift to lagging areas of the market often happens with little warning.

Weekly Market Recap | July 29, 2024 The market rotation continued last week with Small-Caps outperforming their large-cap counterparts. Over the three weeks, small-caps have rallied 11.5% while large-caps have declined 1.5%. The reversal highlights why we believe investors should remain committed to their strategic, diversified alloca...

A commonly known provision of the tax code is the step-up in basis rule; many taxpayers encounter this when inheriting appreciated assets. A lesser-known and tricky related provision is the step-down rule, which can be a potential hazard causing losses to remain unrealized. This, in turn, leads to possible tax savings disappearing into thin air.

Avoid the "Step-Down in Basis" Pitfall | Krilogy Tax Services A commonly known provision of the tax code is the step-up in basis rule; many taxpayers encounter this when inheriting appreciated assets. A lesser-known and tricky related provision is the step-down rule, which can be a potential hazard causing losses to remain unrealized. This, in turn, leads to p...

Market rotation and expanding breadth continued last week with the S&P 500 ending the week down 1.95%, while the Dow was up 0.73%. and small caps ending the week up 1.69%. These shifts happen unexpectedly and oftentimes without a discernible reason. This is why we believe it is important for investors to stay committed to their diversified, strategic allocations despite short-term headwinds.

Weekly Market Recap | July 22, 2024 Market rotation and expanding breadth continued last week with the S&P 500 ending the week down 1.95%, while the Dow was up 0.73%. and small caps ending the week up 1.69%. These shifts happen unexpectedly and oftentimes without a discernible reason. This is why we believe it is important for investo...

Check out Krilogy's latest Quarterly Market Newsletter for the latest economic updates!

The S&P 500 is up over 15% year-to-date. Market breadth remains historically narrow and with only 5 stocks accounting for over half of the index's return we see the potential for a market stall in the short term given current resistance levels. While this may lead to an increase in volatility, breadth widening can be a significant tailwind heading into the latter half of the year.

Quarterly Market Newsletter | July 2024 The S&P 500 is up over 15% year-to-date. Market breadth remains historically narrow and with only 5 stocks accounting for over half of the index's return we see the potential for a market stall in the short term given current resistance levels. While this may lead to an increase in volatility, bread...

For the fourth year in a row, Krilogy® has been named among the Top Workplaces in the St. Louis region by the St. Louis Post-Dispatch!

The Top Workplaces recognition process includes research and an employee survey administered by a third party to assess each company’s culture, employee satisfaction and engagement.

https://www.krilogy.com/krilogy-named-among-top-workplaces-by-slpd/

The S&P 500 and NASDAQ continued their rallies; reaching all-time highs last week. Policymakers also held rates at the same level for the seventh consecutive month. The bond market has experienced much higher volatility than the equity markets so far this year. We see this reversing as we move into the latter half of the year.

Weekly Market Recap | June 18, 2024 The S&P 500 and NASDAQ continued their rallies; reaching all-time highs last week. Policymakers also held rates at the same level for the seventh consecutive month. The bond market has experienced much higher volatility than the equity markets so far this year. We see this reversing as we move into....

The S&P rose 1.36% for the week. Earnings results have broadly beat expectations but the recent rally has pushed the forward P/E of the S&P 500 to 21.1x. The market is pricing in a very optimistic outlook which increases the potential for surprise downside risks and we believe it is prudent for investors to assess their current allocations to ensure they align with their long-term goals.

Weekly Market Recap | June 10, 2024 The S&P rose 1.36% for the week. Earnings results have broadly beat expectations but the recent rally has pushed the forward P/E of the S&P 500 to 21.1x. The market is pricing in a very optimistic outlook which increases the potential for surprise downside risks and we believe it is prudent for inve...

Health Savings Accounts (HSAs), 401(k) retirement plans, and Individual Retirement Accounts (IRAs) are popular options for individuals looking to enjoy tax benefits while saving for retirement and health care expenses.

However, like any financial account, there are rules and limits to follow to ensure that you avoid penalties and taxes. A common mistake individuals make is over-contributing to these accounts, which can have significant tax implications.

In this article, we'll delve into what happens when you contribute too much to your HSA, 401(k), or your IRA, and how to navigate the associated tax consequences.

Avoid Over-Contributing to These Tax-Advantaged Accounts | Krilogy Tax Services® Let's delve into what happens when you contribute too much to your HSA, 401(k), or your IRA, and how to navigate the associated tax consequences.

The S&P 500 rallied to a new all-time high and finished the week up 1.6%. We believe the tailwind from multiple expansion is limited and the market will need to see continued improvements in earnings expectations. Volatility remains historically low and we expect to see an uptick as we move into the summer months and closer to the election.

Weekly Market Recap | May 21, 2024 The S&P 500 rallied to a new all-time high and finished the week up 1.6%. We believe the tailwind from multiple expansion is limited and the market will need to see continued improvements in earnings expectations. Volatility remains historically low and we expect to see an uptick as we move into the...

The S&P 500 extended its win streak to two weeks, ending the week up 0.56%. Upbeat earnings reports and hopes of a rate cut, fueled by cooling labor market reports, helped push the index higher. Surprisingly, companies have continued to improve their profitability and we believe this will be a key data point to watch as we could be in the early stages of a consumer pullback.

Weekly Market Recap | May 6, 2024 The S&P 500 extended its win streak to two weeks, ending the week up 0.56%. Upbeat earnings reports and hopes of a rate cut, fueled by cooling labor market reports, helped push the index higher. Surprisingly, companies have continued to improve their profitability and we believe this will be a key d...

The S&P snapped a weekly string of declines and finished up 2.68% on the back of strong earnings reports last week. Investors should be prepared for continued volatility as we are in a seasonal period that has historically shown to be challenging.

A systematic rebalancing plan can help investors remove the emotion from the daily market swings by “trimming high and adding low”, keeping your portfolio’s risk exposures and desired allocations in line to meet your long-term investment goals.

Weekly Market Recap | April 29, 2024 The S&P snapped a weekly string of declines and finished up 2.68% on the back of strong earnings reports last week. Investors should be prepared for continued volatility as we are in a seasonal period that has historically shown to be challenging. A systematic rebalancing plan can help investors rem...

Join us in welcoming Matt Ott to the (K) Plans team. With the addition of Elk Advisory Group, Matt has been named President of (K) Plans, leading a team of Advisors solely dedicated to managing $500 million in Retirement Plan assets and serving 7,500 Plan Participants. (K) Plans was formed by Krilogy in 2022 to support employers offering retirement savings plans, such as 401(k), 403(b), Simple IRAs, and profit sharing, among many others.

Prior to joining (K) Plans, Matt spent the previous 20 years of his career in the securities industry consulting with companies in the Midwest around how to best design and implement their company-sponsored retirement plan.

Elk Advisory Merges with Krilogy’s (K) Plans Employer-Sponsored Retirement Plans Advisory Firm Join us in welcoming Matt Ott to the (K) Plans team. With the addition of Elk Advisory Group, Matt has been named President of (K) Plans, leading a team of Advisors solely dedicated to managing $500 million in Retirement Plan assets and serving 7,500 Plan Participants. (K) Plans was formed by Krilog...

Check out Krilogy's April edition of our Quarterly Market Newsletter. The S&P 500 rallied over 10% in the first quarter and we saw a broadening of participation. Volatility remained low throughout the quarter but we believe investors should be prepared for its reemergence as election season begins to ramp up.

Quarterly Market Newsletter | April 2024 The S&P 500 rallied over 10% and we saw a broadening of participation in the first quarter. Volatility remained low throughout the quarter but we believe investors should be prepared for its reemergence as election season begins to ramp up.

Our latest Market Perspective video with John McArthur and Kent Skornia is here. In our most recent discussion, we share overall insights on today's market along with exploring a shift that has been underway in sectors outside of technology in both earnings trends and price.

Krilogy's March 2024 Market Perspective In our most recent discussion, we share overall insights on today's market along with exploring a shift that has been underway in sectors outside of technolo...

The S&P 500 ended the week down 0.93% following a broad sell-off on Thursday. We believe investors should be prepared for the reemergence of volatility following months of little to none. We also believe investors should take times like now, near all-time highs, to review their portfolios to ensure they remain in line with their strategic allocations and long-term objectives.

Weekly Market Recap | April 8, 2024 The S&P 500 ended the week down 0.93% following a broad sell-off on Thursday. We believe investors should be prepared for the reemergence of volatility following months of little to none. We believe investors should take times like now, near all-time highs, to review their portfolios to ensure they....

The holiday-shortened week saw the S&P 500 rise modestly by 0.4% while still hitting all-time highs. As we see the next earnings season kickoff, we believe investors should pay close attention to profit margins and current market multiples. While not extreme, the 21.2x forward multiple on the S&P 500 warrants the need for investors to review their strategic allocations and evaluate current portfolio risks.

Weekly Market Recap | April 1, 2024 The holiday-shortened saw the S&P 500 rise modestly by 0.4% while still hitting all-time highs. As we see the next earnings season kickoff, we believe investors should pay close attention to profit margins and current market multiples. While not extreme, the 21.2x forward multiple on the S&P 500 war...

In our February Market Perspective, we explore what fewer interest rate cuts amidst what’s been a more resilient economic backdrop may mean for markets and investor portfolios. https://youtu.be/wxn--cANuKw

We’re well into Calendar Year 2024, and perhaps you just realized that you forgot to make your backdoor Roth contribution for 2023 – is there anything you can do?

The good news is, yes! Krilogy Tax Services has the answer here: https://www.krilogy.com/did-you-forget-your-backdoor-roth-in-2023/

The markets continued their rally last week with the S&P 500 finishing the week up 0.99%. Improved earnings have been support for the rally but we believe investors should take note of the factors that could point to the rally losing steam. The S&P is currently trading at 21x forward four-quarter earnings and sentiment is elevated. Investors should remain composed and committed to their strategic allocations as we do not see the current environment as one that supports additional risk-taking.

Weekly Market Recap | March 4, 2024 The markets continued their rally last week with the S&P 500 finishing the week up 0.99%. Improved earnings have been support for the rally but we believe investors should take note of the factors that could point to the rally losing steam. The S&P is currently trading at 21x forward four-quarter ea...

Once again this year, Krilogy® has earned a spot on the InvestmentNews list of the Best Places to Work for Financial Advisors. This is the firm’s third appearance on the list in recent years. Congratulations to the Krilogy® team!

InvestmentNews Names Krilogy® Among the Best Places to Work for Financial Advisors Once again this year, Krilogy® has earned a spot on the InvestmentNews list of the Best Places to Work for Financial Advisors. This is the firm’s third appearance on the list in recent years.

The S&P 500 finished last week up 1.68% following a late week rally fueled by positive earnings announcements. The market is trading at an elevated, but not yet extreme, multiple and at the same time negative outlooks from companies have also crept up. We believe investors should evaluate their allocations to ensure it still aligns with your long-term investment objectives.

Weekly Market Recap | February 26, 2024 The S&P 500 finished the week up 1.68% following a late week rally fueled by positive earnings announcements. The market is trading at an elevated, but not yet extreme, multiple and at the same time negative outlooks from companies have also crept up. We believe investors should evaluate their alloc...

Krilogy has named Senior Wealth Advisor, Kristin Fomon, as the firm's newest partner. Kristin joined Krilogy in 2014 and has served clients in Dallas, Texas since 2019. She is the Director of Advisor Development in Krilogy's Dallas, Texas office and also leads Krilogy 360, the firm’s diversity, equity, and inclusion initiative. Congratulations, Kristin!

https://www.krilogy.com/senior-wealth-advisor-kristin-fomon-named-partner/

The S&P 500 finally breached the 5,000-point level. Broader participation also took place last week with small-caps, the Russell 2000 ended the week up 2.44%. We believe investors should remain diligent in their strategic allocations at market highs, not only market lows. Remaining committed to a properly aligned allocation can be psychologically challenging during concentrated markets like we are currently in. But, as we saw last week with small-caps, style shifts can occur quickly.

Weekly Market Recap | February 12, 2024 The S&P 500 finally breached the 5,000-point level. Broader participation also took place last week with small-caps, the Russell 2000 ended the week up 2.44%. We believe investors should remain diligent in their strategic allocations at market highs, not only market lows. Remaining committed to a pr...