Krilogy June 2022 Market Update

Market Update | June 1, 2022

Due to a variety of influences, the beginning of 2022 has been the 4th worst start in the history of the stock market. In this timely video, Krilogy CEO Kent Skornia and CFO John McArthur discuss current market conditions and stock performance. Kent and John discuss the factors impacting performance, current and anticipated potential conditions, and the importance of staying…

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Market Update | March 30, 2022

I’d like to provide some color and context around the emerging topic of recession. Before we begin to dive too deeply, I think it’s worthwhile to compare the declines in the stock market this year relative to other historically large sell-offs in non-recessionary periods. As you can observe in this chart from JP Morgan, the low we’ve seen thus far…

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Market Update | February 25, 2022

While there is plenty to discuss in the equity markets, I’d be remiss to not first acknowledge the suffering and tragedy that the people in Ukraine are experiencing. Here is to hope and prayer, that the devastation and loss of life is mitigated as much as possible. It’s been slightly more than 24 hours since the Russian Invasion of Ukraine…

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Krilogy Financial

February Market Perspective

Good afternoon, with minimal financial market volatility in 2021, it’s evident the pendulum has swung in the opposite direction here in early 2022. I’d like to zoom out and paint the picture as to why things aren’t as bad as perhaps perceived and to help explain some possible causes of this market turbulence. This first chart is a view of…

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Krilogy Financial

January Market Perspective

As 2022 is underway, I’d like to detail a few market cross-currents that will likely have influence over the course of the year. A few of these factors include the inflation dynamic, consumer spending, corporate profit margins, and Fed Policy. With the recent Consumer Price Index print of 7% YOY, it’s fair to say the Fed has underestimated inflation, relative…

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What Do Above Average and High Inflationary Periods Mean for Equities?

Good afternoon, instead of contemplating how persistent and enduring inflationary pressures in the economy are or aren’t, I thought I’d provide some perspective on what above average and high inflationary periods have meant for equities historically.  Separate from the inflation conversation and what it could mean for equities, I think it’s important to level-set expectations for expected returns in traditional…

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Is Today’s Stock Market Expensive?

Many of our clients ask if the stock market is too expensive today. By many measures as shown on the following chart, courtesy of Charles Schwab and The Leuthold Group, it would appear to be the case at first glance. Valuation metrics such as Price to book value, Price to cash flow, Schiller’s CAPE ratio, and current and forward PE…

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John McArthur

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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John McArthur

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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John McArthur

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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