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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Quarterly Market Newsletter | January 2024

Q4 2023 Review Going into the fourth quarter we made note of the low sentiment readings and fear in the market. We believed that a contrarian view was more than likely to play out due to these factors. The bearish sentiment led to a tough October for the stock market with the S&P 500 falling to 4,100. Treasury yields spiked…

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Weekly Market Recap | December 27, 2023

Week in Review Equity Markets: The S&P 500 finished last week up by 0.77%. This marks the eighth consecutive weekly gain for the index. This is the longest streak for the index since November 20171. The index closed the week only 1.3% from its intraday high of 4,818, nearly two years ago, on January 3, 2022. As we move into…

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Weekly Market Recap | December 4, 2023

Week in Review Equity Markets: The S&P 500 notched its fifth consecutive positive week in a row, ending up 0.8%. This brings its year-to-date return to 21.5%. A slight style shift has started to occur over the past couple of weeks. Large Cap Value has started to build momentum, leading its Growth counterpart last week with a return of 2%…

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