Patrick Monahan

The Four Basic Client-Advisor Communications: Are You Getting Them?

When it comes to working with a financial advisor, many people are unsure of what to expect. They don’t know how often they should be communicating with their advisor, or what kind of feedback is appropriate on a regular basis. I believe that there are four basic communications that should happen on a routine basis between an advisor and his…

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Kevin Reynolds

Tax Loss Harvesting: A Tax Saving Strategy

If you’re like many investors, you felt the impact of this year’s market correction. Perhaps you experienced losses in certain asset classes, or saw specific investments fall in value. Your first reaction may be emotional, or you may feel there isn’t much you could do about it. But what if I told you that a market correction could deliver a…

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Patrick Monahan

Is an In-Service Withdrawal Right for You?

Many working Americans jump-start their savings for retirement by enrolling in their company’s 401(k) plan, and those numbers continue to increase as companies move to an auto-enrollment model. At Krilogy, we encourage our clients to participate in their company-sponsored retirement plans, including 401(k)’s, because these types of plans implement disciplined savings and can be instrumental in building wealth. But there…

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