John McArthur Joins RCM's The Derivative Podcast

RCM Podcast: John McArthur on Alts, AI, and the Future of Wealth at Krilogy

John McArthur, Chief Investment Officer at Krilogy, sat down with Jeff Malec, host of RCM’s The Derivative Podcast. In this wide-ranging conversation, John covers the investment philosophy behind Krilogy’s portfolio construction, how the firm thinks about private markets and alternatives in a concentrated public market, the role of AI in both the economy and the advisory relationship, and practical advice…

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Weekly Market Recap | August 31, 2026

Week in Review Equity Markets U.S. stock markets delivered modest gains last week following the previous week’s fractional declines, with the S&P 500 Index appreciating by 0.50%. The Dow Jones Industrial Average produced a 0.55% positive return while the Nasdaq gained 0.85%.1 The S&P 500 Index’s Forward 12-Month Price/Earnings Ratio now stands at 19.6. This puts it below the Index’s…

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Weekly Market Recap | August 24, 2026

Week in Review Equity Markets US stock markets were down across the board despite strong earnings from reporting companies. The S&P 500 Index recognized a weekly decline of (-1.39%). The Dow Jones Industrial Average gave up (-0.78%) while the Nasdaq recognized a loss of (-2.02%). The Forward 12-Month Price/Equity Ratio for the S&P 500 now stands at 19.73.1 The major…

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Market Recap 8-17-26

Weekly Market Recap | August 17, 2026

Week in Review Equity Markets US stock markets delivered relatively flat and mixed results last week amidst strong earnings and updates to domestic inflation. The S&P 500 Index returned growth of 0.39%. While the Dow Jones Industrial Average gave up (-0.53%), the Nasdaq recognized gains of 0.16%.1 Earnings Season for the Second Quarter of 2026 continues to deliver robust performance….

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Market Recap 8-10-26

Weekly Market Recap | August 10, 2026

Week in Review Equity Markets US stock markets posted a banner week amidst the ongoing earnings season and its particularly robust results. The S&P 500 Index gained 3.59% last week. Meanwhile, the Dow Jones Industrial Average delivered a 2.96% gain, and the Nasdaq generated a stellar 5.19% weekly return.1 Last week’s performance led to new all-time highs for both the…

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Market Recap 8/3/2026

Weekly Market Recap | August 3, 2026

Week in Review Equity Markets The broader US stock markets gained for the week despite significant volatilities leading to major price swings. The S&P 500 Index ended the week with a 1.06% gain. Following a thousand-point single-day point swing, the Dow Jones Industrial Average finished last week up 1.04%; meanwhile, the Nasdaq gained 1.60%.1 The Forward 12-Month Price/Earnings Ratio for…

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Market Recap 7/27/2026

Weekly Market Recap | July 27, 2026

Week in Review Equity Markets The major US stock markets were down for a second week in a row. The S&P 500 Index recognized a weekly loss of (-1.66%) while the Dow Jones Industrial Average took a loss of (-1.58%) and the Nasdaq gave up (-2.88%).1 These falling prices led the Forward 12-Month Price/Earnings Ratio for the S&P 500 to…

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Market Recap 7/20/2026

Weekly Market Recap | July 20, 2026

Week in Review Equity Markets US stock markets gave up some of the recent gains recognized over the past two weeks’ worth of positivity. The S&P 500 Index recognized a loss of (-1.55%) last week while the Dow Jones Industrial Average gave up (-0.93%) and the Nasdaq lost (-2.90%).1 This brought the Forward 12-Month Price/Earnings Ratio for the S&P 500 down…

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8 Tax Law Changes in 2026

8 Tax Law Changes in 2026: What Individual Taxpayers Should Know

The One Big Beautiful Bill Act (OBBBA) was signed into law in 2025 and made sweeping changes across the tax code. While some provisions took effect immediately, several significant individual tax changes did not become effective until January 1, 2026. Now that we are more than halfway through 2026, many taxpayers may not realize just how many of these changes…

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Weekly Market Recap July 13, 2026

Weekly Market Recap | July 13, 2026

Week in Review Equity Markets US stock markets generated mostly positive gains last week as the S&P 500 delivered growth of 1.26%, and the Nasdaq produced a positive return of 1.74%. Meanwhile, the Dow Jones Industrial Average gave up (-0.48%) for the week, but that decline came after its first ever close above 53,000.1 The Forward 12-Month Price/Earnings Ratio for…

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