Kristin B. Poole

Impact Investing: Aligning Values with Investments

With the recent ad campaign that highlights Colin Kaepernick, we can see a continuing pattern of large corporations’ increasing involvement in social issues. In 2017 we saw Audi’s Super Bowl commercial in support of equal pay for women; in ’16, Target’s decision to offer transgender-inclusive bathroom access in all its stores; in ’15, Chick-fil-A’s stance against catering for a same-sex…

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Veterans: You May Be Eligible for a Tax Refund

If you’re one of the 130,000 combat-injured veterans whose disability severance pay was taxed between 1991 and 2016, a recent letter from the Department of Defense could be informing you that you may be eligible for a refund. This is the result of the Combat-Injured Veterans Tax Fairness Act of 2016 which allows veterans the opportunity to file an amendment…

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Krilogy Financial® Ranked on Entrepreneur Magazine’s 2018 Top Company Cultures List

For the second year in a row, Krilogy Financial® has been ranked on Entrepreneur’s Top Company Cultures1 list, a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures created in partnership with employee engagement platform and service provider Energage. Krilogy is ranked in the Small Business category for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly…

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Inc 5000

Krilogy Financial® Named to the Inc. 5000 Hall of Fame as a Five-Time Honoree

For the fifth year in a row, Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the Inc. 5000 list of the fastest growing companies in the United States based upon growth over a three year period. As a five-time honoree, Krilogy is now a member of the Inc. 5000 Hall…

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Investment Committee & IA Department News, 2018 Volume Two

Strong Earnings Mixed with Trade Conflict Concerns Markets remained volatile in the second quarter of 2018, as a series of political and geopolitical events caused temporary pullbacks in stocks. But in contrast to the first quarter, U.S. economic growth and corporate earnings reminded investors of still-strong economic and market fundamentals. Subsequently, the major U.S. stock indexes were able to finish…

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Andrew Shenberg, CFP®, AIF®, ChFC®

Team Member Spotlight: Portfolio Strategist Andrew Shenberg, CFP®, AIF®, ChFC®, 2018 Volume Two

Generosity is a cherished characteristic of a good team member. When one is generous with his time, knowledge, and overall desire to help others, those around him are inspired to serve and pursue excellence. Andrew Shenberg demonstrates that level of generosity, living the value of Abundance each day at Krilogy to support all to accomplish great things. Andrew joined Krilogy…

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Duo Mutt Strut

2018 Gateway Dragon Boat Festival & Duo Mutt Strutt, 2018 Volume Two

The Krilogy team has been busy in the community this year, supporting great local non-profits and a variety of causes. Just two examples of this commitment to service include the annual Dragon Boat Festival and the Duo Mutt Strutt. For the fifth year, the Krilogy team “Wake My Day” competed in the boat races that are an exciting part of…

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Two Financial Advisors, Practice Manager Join the Growing Krilogy Team, 2018 Volume Two

The Krilogy team continues to grow with the addition of Financial Advisors Michael Barbercheck and Thomas Berra. Both advisors will work in Krilogy’s Creve Coeur office, and come to Krilogy with the mission of providing clients with comprehensive service and commitment to teamwork. Barbercheck joins the firm with a background in customer service and degree from St. Louis University. He…

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Brett T. Siegfried

Financial Advisor Brett Siegfried, AIF® Receives St. Louis Business Journal’s 30 Under 30 Award, 2018 Volume Two

Each year, the St. Louis Business Journal receives hundreds of nominations for their annual 30 Under 30 awards recognizing young professionals who are making an impact professionally in their organizations, and in the community. Krilogy is pleased to announce that Financial Advisor and Team Lead Brett Siegfried has been named to the 30 Under 30 Class of 2018. The 30…

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From the Desk of the President, 2018 Volume Two

As we close out the first half of 2018, our awareness continues to focus on a seemingly ever-present state of market volatility. Clients are questioning what will happen if we enter a trade war, how rising interest rates in the bond market will impact their portfolios, and of course, when a significant market correction may happen. All of these questions…

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