Krilogy IC and IAD Report - Q4 2020

Investment Committee & Investment Advisory Department Report | Q4 2020

Markets Complete a Historic Comeback in 2020 We hope this letter finds you safe and healthy. The most tumultuous year in recent memory ended on a high note for markets as the fourth quarter brought political and medical clarity. As a result, we experienced substantial market gains over the past three months which helped make 2020 a surprisingly strong year…

Read More→

Year-End Tax Planning Strategies

The year is quickly wrapping up, but there is still time to review your tax situation and identify opportunities that may reduce your tax obligation. The Krilogy Tax team has assembled a list of timely planning ideas for clients’ consideration at year-end. 1. Roth IRA conversions Pre-tax retirement accounts are a ticking time bomb, because their future tax liability grows…

Read More→

Tax Planning in an Election Year and Uncertainty

In the past 50 years, there has been major tax overhaul about every decade. If you were born before 1980 you might remember the highest tax rate was 70%! However, in the last few years we have seen three of the most substantial tax changes in recent history: The Tax Cuts and Jobs Act (TCJA) of 2017, the Setting Every…

Read More→

Kent Skornia

Write it Down, and It Becomes Reality

Do you remember your Christmas list as a child? The extraordinary gifts? The barbie doll, bicycle, video game or a particular clothing item? Remember how much you wanted that gift? You obsessed over the present. Was I good enough? Did Santa get my letter? There was a deadline, and you would know on Christmas day if you would receive the…

Read More→

Kent Skornia

#KrilogyLife

I was in the Krilogy St. Louis Office the other day, and a Krilogy teammate was telling me a story of how they accomplished something for one of our clients and how much they enjoyed working with the Krilogy client. As I was walking away, I joked, “Hashtag Krilogy-Life.” Then I thought to myself. That might be real. It occurred…

Read More→

Krilogy Quarterly Insights Quarter 3 2020

Quarterly Insights | October 2020

A Historic Market Recovery We hope this letter finds you safe and healthy during these still-unprecedented times. 2020 continued to be one of the most unpredictable years in memory. Markets rose to new all-time highs in the third quarter despite a resurgence in coronavirus cases. Stocks rallied thanks to a combination of even more accommodative Fed policy, hopes for a…

Read More→

Quarterly Insights | July 2020

A Historic First Half of 2020 We hope this letter finds you safe and healthy during these unprecedented times. Markets staged a historic rebound in the second quarter driven by an initial peak in the growth of coronavirus infections in April, economic reopenings across the United States and the rest of the world, hopes for a COVID-19 vaccine, and continued…

Read More→

Paycheck Protection Program Flexibility Act of 2020

Developed as a bi-partisan effort in Congress, the Paycheck Protection Program Flexibility Act (PPPFA) was signed into law on June 5, 2020. This law implements substantial loosening of restrictions on forgiveness of Paycheck Protection Program Loans offered by the Small Business Association (SBA) as part of the CARES Act Congress signed into law on March 27, 2020. Krilogy’s Wealth Intelligence…

Read More→

Stock Market Rallying

Why is the Stock Market Rallying?

Many investors are understandably confused by the strength of the stock market’s rebound amid so much terrible news about the coronavirus and the downturn in the economy. Consider that as of May 11, 2020 the World Health Organization reported more than 4 million confirmed coronavirus cases worldwide and nearly 279,000 deaths.1 On that same date the Centers for Disease Control…

Read More→

Creve Couer Office

Krilogy’s Response to COVID-19

As I stated in my initial communication to you in March, Krilogy leadership has been meeting regularly since the onset of this pandemic to monitor and address the ever-evolving challenges of COVID-19. Our team has helped to ensure our work-from-home processes continue to operate smoothly while also thinking ahead about the preparations we’ll need to eventually return to the office….

Read More→