Krilogy® Names Kyle Goepel and DeAnna Kaber as the Firm’s Newest Partners

  November 21, 2024: St. Louis, MO – Krilogy®, an independent wealth management firm headquartered in St. Louis, has announced the addition of Director of Business Development Kyle Goepel and Director of RIA Operations DeAnna Kaber to the firm’s team of partners. Goepel joined Krilogy in 2021 as Wealth Advisor, and simultaneously took on the role of Director of Business…

Read More→

Exploring 529 to Roth IRA Rollovers Key Considerations and Benefits

Saving for education expenses is a priority for many families, and 529 plans can be valuable tools in achieving this goal. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs; primarily intended for higher education expenses, these plans can also be used for K-12 tuition costs in most states. The funds in a…

Read More→

Quarterly Market Newsletter | October 2024

Q3 2024 Review Equity Market The market had a rough patch at the beginning of the quarter which saw the S&P 500 fall nearly 10% but rallied to end the quarter positive. The S&P 500 ended the quarter up 5.9%. Market breadth improved and investors saw greater participation outside of mega-cap Tech. The NASDAQ finished the quarter up only 2.8%…

Read More→

Weekly Market Recap | September 23, 2024

Week in Review Equity Markets: The markets rallied last week following the rate cut from the Federal Reserve. The S&P 500 hit a new all-time high on Thursday reaching 5,733. The S&P 500 finished the week up 1.39%. The Dow Jones broke 42,000 for the first time on Wednesday and finished up 1.67%. The NASDAQ still sits 4% below its…

Read More→

Weekly Market Recap | September 9, 2024

Week in Review Equity Markets: The markets experienced their deepest weekly declines in more than a year last week. The S&P 500 finished the week down 4.22% as concerns rose regarding an economic slowdown. Large-cap value fared better than their growth peers as investors sold technology heavily. The Russell 1000 Value Index still ended the week down 3.06% but far…

Read More→

Weekly Market Recap | August 26, 2024

Week in Review Equity Markets: The markets continued their recovery last week. The S&P 500 finished the week up 1.47% as market breadth increased. Small-caps were the top performers last week with the Russell 2000 ending the week up 3.62%1. The prospects of lower borrowing costs helped propel more economically sensitive stocks higher. The spread between growth and value was…

Read More→

Weekly Market Recap | August 20, 2024

Week in Review Equity Markets: The S&P 500 recovered from the prior week’s decline and notched its best performance of the year, ending the week up 3.99%1. The rebound was supported by continued positive reports on inflation, retail sales, and consumer sentiment. Improving sentiment propelled the Russell 1000 Growth to a weekly performance of 5.27% relative to its value peer’s…

Read More→

Senior Wealth Advisor Brett Siegfried Returns to Krilogy®

St. Louis, MO – Krilogy®, an independent wealth management firm headquartered in St. Louis, is pleased to announce the return of Brett Siegfried after five-years with a large national investment bank.  Siegfried represents part of a larger nationwide trend of wealth advisors departing large wirehouses for registered investment advisory (RIA) firms and independent broker-dealers. “Krilogy is my home,” said Siegfried….

Read More→

Weekly Market Recap | August 5, 2024

Week in Review Equity Markets: The S&P 500 continued its skid notching the third negative week in a row. The S&P ended the week down 2.05% and is now 5.7% below its all-time high of 5,669 set on July 16. The NASDAQ finished last week in correction territory, down 10.1% from its most recent high on July 10. The recent…

Read More→

Weekly Market Recap | July 29, 2024

Week in Review Equity Markets: The rotation in the markets continued last week. The S&P 500 finished the week down 0.82% and the NASDAQ finished down 2.08%, marking both indexes’ second consecutive negative week. The Dow Jones 30 finished up 0.77% and, again, small-caps shined finishing the week up 3.47%1. The recent rally from small caps has brought the Russell…

Read More→