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From the Desk of the President, 2019 Volume Three

Values: The Soul of the Organization I believe that given the opportunity to build something from scratch, create the best version possible. This was a guiding principle when I established Krilogy in 2009, and it remains a primary focus as we craft portfolios, manage money and grow the team. The focus on creating the “best version possible” in Krilogy led…

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Breonna C. Clemons

Breonna Clemons Joins Krilogy’s Investment Advisory Team

The Investment Advisory Team at Krilogy includes a group of professionals focused on managing Krilogy portfolios, performing ongoing analysis and executing dynamic rebalancing to ensure clients’ plans remain aligned with their goals. As Krilogy continues its path of deliberate growth, the IA team has followed suit, most recently adding Breonna Clemons as an Investment Advisory Associate. Clemons holds several years…

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Investment Committee and Investment Advisory Department Report, 2019 Volume Three

Volatility Has Returned, Yet Markets Have Been Resilient The steady gains of early 2019 are more variable now. After a strong first quarter historically-typical volatility has returned, driven by uncertainty. U.S.-China trade relations, the Federal Reserve’s interest rate policy and the state of the world’s economies caused a May pullback of more than 6% in the S&P 500. Stocks broadly…

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Team Spotlight: Firm Operations, 2019 Volume Three

Welcome to Clearly Krilogy, a new series offering glimpses into the teams behind the scenes who make our work for you run smoothly. I’m pleased to introduce you to the Operations Team, a group of individuals whose mission is to relentlessly serve our clients, team and community with the highest level of dedication, abundance and leadership. We foster this through…

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Krilogy Giving Back: Testicular Cancer Society Run, 2019 Volume Three

The Krilogy Cares initiative hosted a 5K Run and 1K Fun Run on May 11th. It was the first event in support of this year’s partner, The Testicular Cancer Society. The day was wet, but the usual high spirits prevailed. Runners of all ages participated, and the Cardinals’ beloved FREDBIRD® made an impactful guest appearance. The women’s division was taken…

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Top Financial Advisers 2019

Krilogy Financial® Named to the 2019 Financial Times 300 Top Registered Investment Advisors

Krilogy Financial®, an independent wealth management firm with over $1 billion in assets, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisors in 2019. The 2019 announcement marks the third year in a row in which Krilogy has been honored as a top Registered Investment Advisor.  The list surveys Registered Investment Advisors (RIAs) and recognizes…

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Josh Willbrand

Krilogy Financial’s® St. Charles County Office Adds Josh Willbrand to its Team of Financial Advisors

Krilogy Financial®, a St. Louis-based independent wealth management firm with more than $1 Billion in assets, recently welcomed Josh Willbrand as the latest addition to the team of financial advisors in its St. Charles County Office. In his role, Willbrand will support the creation of comprehensive financial plans, focusing on client needs and leveraging the vast tools and resources of…

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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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