Weekly Market Recap | February 18, 2025

Week in Review Equity Markets: The S&P 500 snapped a two-week skid last week and ended the week up 1.52%. The NASDAQ was the top-performing market, finishing up 2.6% as investors shifted to more risk-on positioning1. After two years, investors have favored “value” so far in 2025. The Russell 1000 Value Index is up 5.12% year-to-date, while its growth counterpart…

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Quarterly Market Newsletter | January 2025

Q4 2024 Review The S&P 500 finished its second consecutive year returning greater than 20%. This feat marks a rare occurrence, which has only occurred four times since 1900[1]. The S&P 500 finished the year up nearly 25%, and once again was outpaced by the NASDAQ which finished up 29.6%. The Dow Jones Industrial Average lagged the other major indices,…

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Year-End Tax Planning Tips for 2024: What to Consider Before December 31st

As the year draws to a close, it’s an opportune time to assess your tax situation and identify strategies that could reduce your tax burden. The Krilogy Tax team has compiled a list of key planning strategies for clients to consider as 2024 winds down. Roth IRA Conversions Pre-tax retirement accounts can be a ticking time bomb, as their future…

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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…

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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…

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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%…

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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…

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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…

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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…

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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…

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