2018 Volume One Newsletter

Check out our 2018 Volume One Newsletter! Download the PDF 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…

Read More→

The Push-Pull Between Strong Earnings and Higher Rates – 2018 Volume One

It’s hard denying that 2017 was a record-setting year for the S&P 500 from various perspectives. Of note, every month experienced a positive return for the first time since 1928. Not only was this historic feat accomplished in the face of what seemed to be plenty of headline risk, but it was done so with historically low volatility. Specifically, the…

Read More→

Advisor Spotlight: Charles P. Schulz AIF® – 2018 Volume One

Dedication, Abundance and Leadership are core values that advisors at Krilogy live by, which is made apparent by the commitment and support the team give each other. These values are exceptionally clear in Financial Advisor, Charles Schulz. I first met Charles at Mizzou while speaking with soon-to-be-graduates about career opportunities. He was responsible for making sure fellow students were on…

Read More→

2018 Krilogy Cares Partner – Dueling for Lincoln

Watching someone you love suffer from severe illnesses and genetic disorders is traumatic and heartbreaking. Families going through these situations need support and hope for treatments that will give their loved one a chance. The 2018 Krilogy Cares partner, Dueling for Lincoln, was founded to help support families experiencing such tragedies. The organization was created by Matt Mercer, Krilogy Tax…

Read More→

Krilogy Launches Tax Services Division – 2018 Volume One

Krilogy Financial® has announced the formation of a separate but affiliated tax preparation and planning company, Krilogy Tax Services, LLC. Krilogy Tax Services features a team of CPAs focused on tax preparation and filing, and developing strategies with Krilogy advisors to create the most effective tax plans for clients. “Taxes play a significant role in a client’s overall wealth management…

Read More→

Second Annual Shred Event – 2018 Volume One

For the second year in a row, Krilogy has partnered with PROSHRED Security® to hold a shredding event on Saturday, May 19th from 9:00am to 12:00pm. This free event will take place at our Creve Coeur office at 600 Emerson Road, St. Louis,Missouri, 63141. Trucks from PROSHRED will be on hand to accept paper, note pads, hanging files, file folders,…

Read More→

Letter from the President – 2018 Volume One

Over the last few weeks, we’ve witnessed a fair amount of volatility in the market. Whereas in the past, our clients’ biggest questions revolved around how long our record market highs would last, they’re now asking if recent drops were the correction we’ve been waiting for. Although there have been a few sharp dips and rebounds, we still find the…

Read More→

Dan Reilly

Krilogy Financial® Adds Financial Advisor Dan P. Reilly to the Firm

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Dan P. Reilly to the team as a financial advisor. In his role, Reilly will assist with the development of wealth management strategies that leverage Krilogy’s best investment and portfolio practices to fulfill the needs of the client. “Dan brings…

Read More→

Elizabeth Connelly is Named One of St. Louis’ Best Wealth Managers

St. Louis, MO – Each year, St. Louis Small Business Monthly surveys its readers to compile their annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. Krilogy is pleased to announce that Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP has been named to this year’s list, which is featured…

Read More→

Krilogy Named one of St. Louis’ Best Places to Work

Krilogy Financial® is pleased to announce that the firm has been named to the 2018 list of St. Louis’ Best Places to Work by the St. Louis Business Journal. This is the fifth time Krilogy has received the honor, which is awarded to companies who exemplify teamwork, communication, and a variety of other factors. Over 200 nominations were received for…

Read More→