Weekly Market Recap | March 11, 2024

Week in Review Equity Markets: The S&P 500 finished the week fractionally lower at -0.23% as recent winners dragged the market lower. The Russell 1000 Growth finished the week down 1.27% while its value counterpart finished the week in the green by 1.12%1. Small caps also reversed the recent trend with the Russell 2000 finishing the week up 0.34%. 99%…

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Did You Forget Your Backdoor Roth in 2023?

We’re now 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! Even though December 31st has passed, taxpayers and their spouses have until April 15th, 2024 to contribute to their IRA and classify this contribution as a…

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Weekly Market Recap | March 4, 2024

Week in Review Equity Markets: The major indices continued their march higher. The S&P 500 finished the week up 0.99%, moving its year-to-date return to 7.97% through the first two months of the year. The NASDAQ rose 1.76 for the week and on Thursday surpassed its previous record high from November 2021. Growth continues to be favored over value as…

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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. “We established Krilogy® in 2009 to be different from other wealth management firms, focusing on building a culture that people would want to be part of,”…

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Weekly Market Recap | February 26, 2024

Week in Review Equity Markets: Fueled by strong earnings results last week, the S&P 500 rallied 1.68%. Participation was spread equally in the large-cap space. The Russell 1000 Growth rose 1.65% while its value counterpart finished the week up 1.41%1. Small caps lagged with the Russell 2000 finishing down 0.77%, bringing its year-to-date return to -0.37%. 90% of S&P 500…

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Senior Wealth Advisor Kristin Fomon Named Partner

Krilogy®, an independent wealth management firm headquartered in St. Louis, has named Senior Wealth Advisor Kristin Fomon as the firm’s newest partner. She has served clients in Dallas, Texas since 2019 and is also Director of Advisor Development for Krilogy Texas. Fomon joined Krilogy in 2014 and quickly began developing her client base while supporting key initiatives in the firm….

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Weekly Market Recap | February 12, 2024

Week in Review Equity Markets: The S&P 500 finally breached the 5,000-point level and finished its 14th positive week out of the last 15. The S&P 500 finished the week up 1.4%. Performance broadened but the Large Cap Growth still came out ahead. The Russell 1000 Growth finished the week up 2.58% relative to their Value peer up a modest…

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Weekly Market Recap | February 5, 2024

Week in Review Equity Markets: Market strength has continued and the S&P 500 finished the week up 1.41%, marking its 13th positive week out of the last 14. Large Cap growth led the way, ending the week up 1.99%, outpacing its Value peer which returned 0.54%1. The outperformance was in large part due to the positive earnings surprises from companies…

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Weekly Market Recap | January 22, 2024

Week in Review Equity Markets: After two years, the S&P 500 set its all-time high on Friday finally breaching the 4,818 level that was seen on January 3. 2022. Last week’s rally also pushed the index back in the green for the month after a rough start. The S&P 500 finished the week up 1.54%. The style trend from last…

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Weekly Market Recap | January 16, 2024

Week in Review Equity Markets: The markets recovered last week with the S&P 500 ending up 1.87%, bringing its year-to-date return back in the green by 0.34%. The Dow Jones and NASDAQ had a strong week as well but are still negative on the year by 0.21% and 0.24% respectively. The S&P 500 closed Friday 0.7% below its all-time high…

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