Krilogy Financial

Stephen Green and Kristin Fomon Listed Among St. Louis’ Best Wealth Advisors

Krilogy® is pleased to announce that Partner, Senior Vice President & Wealth Advisor Stephen Green and Senior Wealth Advisor Kristin Fomon have been named to the 2022 St. Louis Small Business Monthly list of the region’s best wealth advisors, as nominated by readers. Green, CFP®, CPWA® joined the team in 2016 when he merged the firm he had owned for…

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Weekly Market Recap | January 30, 2022

Week in Review Equity Markets: It was a wild week in the markets. All three major indices broke their losing streak and ended the week positive. The S&P finished the week up 0.8%. At different points throughout the week, the S&P was in a correction, defined as down 10% from its recent high. The S&P finished the week down 7%…

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Krilogy Financial

Krilogy® Names Two New Partners

Krilogy®, an independent wealth management firm with $2 billion in assets, has named Andrew Forrester and Kevin Reynolds as its newest partners. Both Forrester and Reynolds joined Krilogy® in 2014, quickly advancing into leadership roles while growing their own practices and supporting the team of advisors in their professional development. Krilogy® now has a group of 13 partners with the…

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Weekly Market Recap | January 23, 2022

Week in Review Equity Markets: Stocks struggled for the third week in a row while the market gets acclimated to the new environment. Fed policy and rates are on the top of most investors’ minds. We saw fear expressed in a VIX spike of more than 50% last week. The VIX is a volatility measure of investors’ short-term expectations for…

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Krilogy Financial

Krilogy® Named Among St. Louis’ Largest Financial Asset Managers

Each year, the St. Louis Business Journal independently researches reported assets managed by firms in the region to compile its annual list of largest financial asset managers. For the third year in a row, Krilogy® has earned a spot on this list, advancing to #19 for 2021. Since its founding in 2009, Krilogy® has pursued a deliberate growth path, attracting…

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Weekly Market Recap | January 17, 2022

Week in Review Equity Markets: All major equity markets were in the red again this week. The S&P 500 ended the week down 0.3% and now, down 2.2% for the year. Technology and consumer discretionary stocks showed some signs of life early in the week, but the NASDAQ ended the week down 0.3%, and down 4.8% so far this year….

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Weekly Market Recap | January 9, 2022

Week in Review Equity Markets: The markets started off the new year in the red. The S&P 500 was down 1.8% as we saw a strong rotation back into value and cyclical stocks. Mega cap growth and technology had another rough week. The Nasdaq was down ~4.5% for the week. A spike in interest rates was the major driver for…

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Quarterly Insights | January 2022

Earnings, Economic Growth and Vaccines Push Stocks to New Records in 2021 Stocks overcame numerous headwinds during the past three months, including a resurgence in COVID cases, the Federal Reserve moving aggressively to end the current QE program, and a lack of additional stimulus from Washington, to hit new all-time highs in the fourth quarter and produce very strong returns…

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Weekly Market Recap | January 2, 2022

Market in Review Equity Markets: Once again, Mega-Cap and Tech stocks lagged their counterparts. The NASDAQ was essentially flat, down 0.1%; while the S&P 500 was up 0.9% to close out the final trading week of the year. T. Rowe Price Traders noted trading volume was less than half of recent weeks. It appears many investors sat out the final…

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Weekly Market Recap | December 26, 2021

Market in Review Equity Markets: The S&P 500 ended the shortened trading week up 2.3%. The highlight of the week was the strength in the NASDAQ; which outperformed the other major indices. Investors rotated back into the growth stocks after weeks of lagging. Volatility is still heightened as the world watches the Omicron variant’s impact, if any, on the world…

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