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Charles P. Schulz

Growing Your Business Beyond its First Three Years

My last article touched on financial considerations for business owners surviving their first three years in business. In the piece, I pointed out a few important areas of focus: growth, monitoring financial statements, managing debt, learning income trends, keeping cash on hand, and holding the appropriate types of insurance as a few items that should be on the radar screen…

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2019 Newsletter, Volume Two

 

Kent Skornia

From the Desk of the President, 2019 Volume Two

A Perspective on Returns What role do returns play in your financial world? To some, returns take center stage in conversations, becoming a source of pride and focus. Returns are an important driver of your financial plan, and are one component of your overall journey. I have recently noticed an uptick in messaging about advisors serving as financial coaches for…

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Investment Committee & IA Department Report, 2019 Volume Two

A Strong Start to the Year, But Risks Remain January marked a strong turn-around from December’s lows. Stocks rebounded strongly in the first quarter, thanks to improving U.S.-China trade relations, the Federal Reserve’s announced pause in rate increases, and an improving outlook for corporate earnings. The market’s performance during the first quarter was welcome following the volatility and jitters of…

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Kristin B. Poole

Team Member Spotlight: Kristin B. Poole, CFP®, MIB, Vice President and Private Client Wealth Advisor, 2019 Volume Two

I’m extremely pleased that Kristin Poole chose to join us last Fall. Kristin is a strong leader who communicates very well and possesses a diverse skill set as an advisor. She is a member of the Investment Committee, the Krilogy 360 Women’s Initiative, and is running a terrific practice with her team at Krilogy. “We are a goal-setting organization by…

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Krilogy Cares Run

Krilogy Cares Foundation, Testicular Cancer Society, 2019 Volume Two

In 2016, the firm established Krilogy Cares, an initiative to impact the community through team members working together to collectively support one non-profit each year. The 2019 Krilogy Cares partner, as nominated and selected by the team, is the Testicular Cancer Society. The Testicular Cancer Society was founded to provide resources for young men facing the illness. This is a…

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Charles P. Schulz

Surviving Your First Three Years as a Small Business Owner

Entrepreneurs and business owners have a great deal of my respect. There are obvious hurdles to starting your own business, and while some of these are easy – such as identifying your passions and dreaming of success – many are difficult. Finding the capital to start your business, choosing the right legal structure, convincing people to work with you (or…

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Krilogy Financial® Names Two New Partners

Billion Dollar Wealth Management Firm Enters its Eleventh Year with Continuing Growth April 18, 2019 St. Louis, MO – Krilogy Financial®, a St. Louis-based wealth management firm with multiple locations across the region, has named Matthew Haywood, AIF®, CPFA® and Nathan Holt, CFP® as the newest partners in the firm. The expansion of the team of partners coincides with Krilogy’s…

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Seven Krilogy Financial Advisors Receive Five Star Wealth Manager Award

Krilogy Financial, a St. Louis-based financial services firm, is honored to announce the recognition of seven of its advisors who have received the Five Star Wealth Manager Award1. Michael Brown, Elizabeth Connelly, John McArthur, Michael DiSalvo, Matthew Haywood, Stephen Green, and Brett Siegfried were among the select group of Wealth Managers across the United States to achieve this designation. The…

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Steve Green Named to the 2019 List of St. Louis’ Best Wealth Managers

St. Louis Small Business Monthly has compiled its annual list of what it classifies as the St. Louis region’s best wealth managers which features those who have been nominated by readers for their commitment to clients. Krilogy is pleased to announce that Senior Vice President and Private Client Wealth Advisor Steve Green has been named to the list once again…

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