4th Quarter 2017 Newsletter

Check out our 2017 4th Quarter Newsletter! Krilogy Financial® is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a…

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From the President – 4th Quarter 2017

2017 has been a year unlike few we’ve ever experienced. A new administration with a unique style of communicating was put in office, social media has garnered the power to impact the markets and our national dialogue, and we’ve seen the market soar to heights that have never been seen. Many are pleased with these developments, and many find themselves…

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Brett T. Siegfried

Brett Siegfried AIF®, Advisor Spotlight

Krilogy has a passion for building the next generation of advisors, always seeking out those who demonstrate a genuine willingness to serve, an alignment with Krilogy’s values, and a knack for solving problems of all shapes and sizes. These qualities, and more, are ever-present in Brett Siegfried. Brett began his career in financial services at Krilogy nearly five years ago,…

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Investment Committee & IA Department News – 4th Quarter 2017

Late Cycle “Reflation” and What it Means Last quarter we speculated as to whether or not corporate earnings would play catch up or if the gap between the price of the S&P 500 and the Earnings Per Share (EPS) growth for the S&P 500 would continue to widen. Well, given the continued resilience of the stock market, the gap has…

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In the Community – 4th Quarter 2017

Medicare is a topic that can be complicated, and quite frankly, frightening for many people as they near retirement. Krilogy advisors often field numerous questions about Medicare, and have in-depth discussions with clients as we prepare their financial plans. After all, health care costs can have a big impact on your nest egg if you don’t properly plan for how…

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Krilogy Financial® Advisor Team Lead Michael DiSalvo Named “Beyond the Best in Business”

Each year, Streetscape Magazine compiles a list of 50 St. Charles area business and community leaders for its annual Beyond the Best in Business awards. The individuals who are honored with this recognition have demonstrated a commitment to excellence and service to others. Krilogy is pleased to announce that Financial Advisor and Team Lead Michael DiSalvo has been named to…

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Krilogy’s Jacob D. Steingrubey Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Jacob Steingrubey has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Steingrubey has nearly 10 years of experience in the financial industry, and has been doing comprehensive financial planning for clients since…

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Krilogy Lands on the Inc. 5000 List for the Fourth Time

For the fourth consecutive year, Krilogy Financial®, a St. Louis based independent wealth management firm, has been named to the Inc. 5000 list1 of the fastest growing companies in the United States. Krilogy ranks at number 2571 on the 2017 list, with a 3-year growth rate of 137%. “We have focused on building a strong wealth management platform at Krilogy,…

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3rd Quarter 2017 Newsletter

Check out our 2017 3rd Quarter Newsletter! Krilogy Financial® is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with…

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Team Member Spotlight, Paul Gabriel – 3rd Quarter 2017

This month we welcome team member Paul Gabriel, Director of Capital Markets and Head of Fixed Income, to Krilogy. Ten years ago, before Krilogy was born, I was introduced to a gentleman who excelled at his craft, and who taught me a great deal about the intricacies of the bond market. He dove into subjects such as hedging against interest…

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