Charles Schulz

Krilogy® Senior Wealth Advisor Charles Schulz Earns CERTIFIED FINANCIAL PLANNER™ Designation

St. Louis-based Krilogy®, an independent wealth management firm with more than $1.2 billion in assets, congratulates Senior Wealth Advisor Charles Schulz, CFP®, AIF® who has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. Schulz is the latest addition to the long list of Krilogy® advisors who hold CFP® and other advanced credentials. Charles…

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Andrew Shenberg

Krilogy® Names Portfolio Strategist Andrew Shenberg as the Firm’s Newest Partner

Krilogy®, a St. Louis-based wealth management firm with more than $1 billion in assets, has recently announced that Andrew Shenberg, CFP®, ChFC®, has been named a partner of the firm. Shenberg, who currently serves as Krilogy’s Portfolio Strategist, is the firm’s eighth partner. Shenberg joined Krilogy in 2012, filling both the role of Portfolio Strategist and Chief Compliance Officer. After…

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Stacy Sloas

Krilogy® Wealth Advisor Stacy Sloas, CFP®, CSA Earns Certified Senior Advisor® Designation

Krilogy®, a wealth management firm with more than $1 Billion in assets, is pleased to announce that Wealth Advisor Stacy Sloas has received her Certified Senior Advisor® (CSA) designation from the Society of Certified Senior Advisors. This credential is awarded to professionals who demonstrate in-depth knowledge in working with older adults and the ability to address the unique needs and…

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Connelly_Elizabeth

Executive Vice President, Wealth Advisor Elizabeth Connelly Named to the 2020 List of the Top 100 St. Louisans You Should Know

Krilogy® Executive Vice President, Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP, has been named among the Top 100 St. Louisans You Should Know by St. Louis Small Business Monthly. The publication, which focuses on business owners and entrepreneurs in the region, compiles the annual list to include outstanding leaders who make an impact in business and in the community. Connelly,…

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Quarterly Insights | April 2020

Investors Endure Historic Volatility in the First Quarter First and foremost, we hope this letter finds you, your family and loved ones healthy and safe. Market volatility surged in the first quarter to levels last seen more than a decade ago during the 2008 financial crisis. The COVID-19 pandemic swept the globe and prompted the partial shutdown of most major…

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Investment Committee Report | April 2020

When Disaster Strikes

On April 14, 1912, just before midnight, the British passenger liner RMS Titanic hit an iceberg. Within a few hours, the ship thought to be unsinkable lay at the bottom of the North Atlantic. About 710 people survived the experience, while at least 1,500 lost their lives. If you asked most people today what caused the Titanic disaster, they might…

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Kristin Poole

The Real Danger of Timing the Market?

Missing Any One of the Ten Best Days! Let’s define “timing the market” as temporarily moving a large portion of equity investments into cash (or fixed income) with the intent of moving back to equities at a time of greater perceived stability. Selling out of the market is typically a cautionary reaction to an expected market decline, or worse, a…

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How to Survive a Pandemic – An Investor’s Guide

There is so much we do not know or understand about the coronavirus COVID-19 and its impact on the economy and financial markets. We don’t know the severity and spread of the pandemic We don’t know how long social-distancing measures will be in place We don’t know how these measures will impact the economy We don’t know if the policy…

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Krilogy Receives the Advancement of Women Award from the St. Louis Business Journal, Best Places to Work 2020

Krilogy® has been recognized by the St. Louis Business Journal, Best Places to Work 2020 with the “Advancement of Women Award.” The award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy President and…

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We Will Persevere | Maintaining Perspective in Times of Crisis

At the time of this writing, the tragic spread of the coronavirus (COVID-19) continues to upend life in the United States and around the world.  Millions have been ordered to stay home, and businesses have been shuttered.  Obviously, financial matters are not a priority at a time like this.  This is a very difficult and challenging time for us all….

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