Kristin Poole

Team Member Spotlight: Kristin B. Poole, CFP®, MIB, Vice President and Private Client Wealth Advisor, 2019 Volume Two

I’m extremely pleased that Kristin Poole chose to join us last Fall. Kristin is a strong leader who communicates very well and possesses a diverse skill set as an advisor. She is a member of the Investment Committee, the Krilogy 360 Women’s Initiative, and is running a terrific practice with her team at Krilogy. “We are a goal-setting organization by…

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Your Money and Process for Monitoring Your Financial Life

It’s more atypical for someone to achieve their retirement goals without a plan and the discipline and resources to navigate through it. Skill and insight are required, but the importance of well-established habits and monitoring progress can’t be understated. The same is true in many other aspects of life. Pilots, for example, need special skills to do their job. They…

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Your Money and Your Day-to-Day Decisions

We started this article series talking about your money and your emotions. Our emotions have an effect on financial matters, whether we realize it or not. The everyday decisions we make also have an impact on long term success. Those decisions are made at the ice cream stand, the hardware store, the auto repair shop, and with many other things…

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Your Money and Your Legacy; How “Legacy Thinking” Can Enrich Your Life

What does a legacy look like? “Legacy” is defined in different ways. Some of the most common dictionary sources cite definitions similar to this: leg•a•cy – something (such as property or money) that is received from someone who has died. We at Krilogy have a different viewpoint. You probably do, too. Our clients often see their legacy as being partly…

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McArthur_John

Your Money and Your Retirement Dreams

Is there a brighter future in your retirement than you think? There just might be. The subject of retirement dreams conjures up widely different images. Instead of retirement being a mysterious future unknown, it can be a life you enjoy because you’ve planned, sought out expertise, and taken control early on. If you are proactive in your efforts, you avoid…

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The fundamentals of rebalancing your portfolio

We often get questions about rebalancing portfolios and when to do it. What should trigger a rebalancing? Should it be done every January or should it follow a criteria based on numbers? What about tax implications? And how do I know when to get a pro involved? Let’s tackle these three questions one at a time. January: A great time…

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Are we ready? Well, not quite yet

Federal Reserve Fed Funds Rate Decision 9-17-15 Yesterday’s FOMC meeting has been one of the most widely anticipated economic events in several years. We had seen rampant debate as to whether the FOMC would hold the Fed Funds rate unchanged at 0.0% – 0.25% or whether it would initiate the first rate hike since moving to its zero interest rate…

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How Different Are Today’s 401k Plans from the 1980s?

As it turns out, today’s 401k plans are very different from the original version that was rolled out in the 1980s. Krilogy Senior Partner and Chief Investment Officer, John McArthur, recently provided his commentary for a story in Fiduciary News, an outlet covering news and information for the professional fiduciary. The article, titled “5 Dramatic Ways 21st Century 401k Plans…

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