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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Ryan Powers

6 Common Retirement Mistakes and How to Avoid Them

Preparing for retirement can be one of the most exciting and nervous times of your life. This is the time to celebrate all of your professional accomplishments while also making sure you are adequately prepared for this next chapter of life. Throughout my career as a financial professional, I have helped numerous people design and implement wonderful retirement plans. I…

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Krilogy Financial

Investment Committee Report | October 2021

Strong Corporate Earnings and a Resilient Recovery Power Stocks to New Highs The S&P 500 hit new all-time highs again in the third quarter as investors looked past a resurgence of COVID-19 cases in the U.S. and instead focused on the positive combination of a resilient economic recovery, ongoing historic support from the Federal Reserve, and strong corporate earnings. Market…

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Changing jobs? Consider these 7 things during your transition.

It’s no secret that people are on the move. A poll conducted earlier this year on behalf of Fast Company indicated that the majority of U.S. workers are considering a job change. Moving to a new opportunity at a new employer can be an exciting time. It can also be a stressful time. Here are seven things to consider when…

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Matt Mercer

Advance Child Tax Credit Payments

The American Rescue Plan Act of 2021 (ARPA) was enacted as part of President Biden’s plan to help facilitate the United States’ recovery from the COVID-19 pandemic. The bill was signed into law March 11, 2021. The legislation includes the expansion of the Child Tax Credit (CTC). The expansion only applies for the 2021 tax year and is based on…

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Krilogy Financial

Investment Committee Report | July 2021

Stocks Hit New Highs as the Pandemic Recedes Last quarter, we discussed the strong start to 2021 as the market experienced solid gains. The second quarter continued that trend, with the S&P 500 rising to another record high. Throughout the quarter, COVID-19 cases substantially declined in the U.S. This, combined with a near-total economic reopening across the country, led a…

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Ryan Powers

Five Questions Every Investor Should Ask Their Advisor

How Are You Compensated and what fees should I expect to pay? It is very important to understand how your advisor is paid and to also understand your “all-in” cost of working with that advisor. Determine if your advisor charges an asset-based fee or if they receive commissions from placing trades in your account. Some advisors may receive both! Other…

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Krilogy Investment Report April 2021

Investment Committee Report | April 2021

Market Resiliency Leads to Solid Market Gains in Q1 We’ve often said that we believe in resiliency of the U.S., our economy, and the markets. The first quarter of 2021 was a shining example of why we hold this belief. Throughout the quarter, we witnessed several macro- and micro-economic surprises that resulted in increased market volatility compared to the fourth…

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March 2021 Investment Committee Report

Investment Committee Report | March 2021

Assessing the Market Crosscurrents As we prepare to welcome the energy and activity of the Spring season, we also appear to be at an inflection point of energy and volatility within both the stock and bond markets. We’ve recently experienced a period of high stock market complacency, thanks to historic fiscal and monetary liquidity. As we enter into a period…

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Krilogy Is On The Move

Since 2009, the Krilogy® team has been dedicated to building the best possible wealth management experience – for clients, for team members and for the community. Over the years, we’ve driven steady and deliberate growth, adding advisors and team members who deliver a tremendous amount of value to clients and share a commitment to our values and culture of teamwork….

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