What You Need to Know in 2018 about Qualified Charitable Distributions

We at Krilogy work with clients through all phases of their retirement planning, investment strategies, and tax strategies related to executing their wealth management strategies. A key milestone in this journey occurs when a client reaches 70-1/2 years old, the age at which he or she must begin taking Required Minimum Distributions (RMD) from their retirement accounts. Yet in some…

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Why Year-End Planning in 2018 is More Important Than Ever

2018 has proven to be a year unlike many others as the United States experienced the biggest tax law overhaul in decades with the Tax Cuts and Jobs Act (TCJA). Much has been written about the implications for the average taxpayer, and we at Krilogy Financial® and Krilogy® Tax Services have been advising clients on issues such as charitable giving…

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Investment Committee & IA Department Report, 2018 Volume Three

Positive Fundamentals Overcome Trade Uncertainty in Q3 The third quarter was the best-performing quarter for markets so far this year as the major U.S. stock indices each hit new all-time highs. The broad market gains were driven by strong economic data, solid earnings growth and improved clarity on global trade. Interestingly, those positive factors were often overlooked as news headlines…

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Matt Mercer

Team Member Spotlight: K. Matthew Mercer, 2018 Volume Three

Senior Public Accountant, Matt Mercer, looks back on an exciting year, and starting Krilogy Tax Services, LLC. Forward-thinking financial professionals with a genuine desire to find solutions deliver the most value to the client experience. We seek this type of individual to join the Krilogy team, as these characteristics are necessary to serve clients and pave the way for new…

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In the Community, 2018 Volume Three

Krilogy’s values of Abundance, Dedication and Leadership extend far beyond the walls of Krilogy. These values drive the team to their commitment to community service, helping those in need and offering their time and talent to a number of organizations. Did you know that Krilogy team members serve on more than 60 boards and committees across the St. Louis region,…

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Lucas E. Nikolaisen

Krilogy Adds Lucas E. Nikolaisen to its Team of Financial Advisors, 2018 Volume Three

Lucas E. Nikolaisen recently joined Krilogy Financial® as the firm’s newest financial advisor. Nikolaisen was drawn to the firm’s team-based approach and client-first, firm-second philosophy. Lucas has a passion for serving professionals, educating and guiding them through the investment process. “Lucas is a young, intelligent, driven individual who has embraced Krilogy’s culture and has already begun enthusiastically serving clients and…

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Kristin B. Poole

Senior Advisor Kristin B. Poole Joins Krilogy, 2018 Volume Three

Krilogy Financial® recently announced the addition of Kristin B. Poole, CFP®, MIB to its team of Senior Financial Advisors. In this role, Poole will focus on providing her clients with holistic, values-based financial planning, providing a focused and personalized level of service. Kristin joined Krilogy after 12 years of experience as an advisor with other firms, embracing Krilogy as a…

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From the Desk of the President, 2018 Volume Three

2018 and the Power of Discipline One of the things I appreciate about leading Krilogy is having the privilege of rubbing elbows with leaders of highly effective organizations. Those who are most successful have the ability to be disciplined, tune out distractions and focus on what is most important. Investing and wealth management require that same approach. 2018 has been…

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Krilogy 2019 Newsletter Volume Three

2018 Newsletter, Volume Three

 

Brett T. Siegfried

Krilogy Financial® Advisor Brett T. Siegfried Earns Chartered Life Underwriter Designation

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor and Team Lead Brett Siegfried has earned his Chartered Life Underwriter (CLU®) Designation from the American College of Financial Services. The CLU® was established in 1927, and is the insurance profession’s oldest standard of excellence….

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