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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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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Krilogy Markets and Business Operations Update

After every crisis we’ve faced as a nation, the market and economy have rebounded, ultimately rewarding long-term investors for their discipline and patience over time. Learn more about Krilogy’s investment philosophy and the high level of accessibility and communication present in our remote workforce on today’s Krilogy Market Update with President and CEO Kent Skornia.

Krilogy News

Successfully Manage Your Company-Sponsored Retirement Plan RFP

If you are a business owner or an HR professional, you know the letters RFP all too well. You may find yourself faced with the need to prepare RFPs, requests for proposals, for a number of things related to the business, including your company-sponsored retirement plan. While the letters mean the same thing for any product or service you’re looking…

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Krilogy® Named A Top Place for Women in New “Women in the Workplace: Employment Scorecard”

ST LOUIS – February 23, 2020 – Krilogy®, an independent wealth management firm with more than $1.3 billion in assets, has been recognized by the Women’s Foundation of Greater St. Louis (WFSTL) as a top place for women to work in the third annual “Women in the Workplace: Employment Scorecard.” The Scorecard is the area’s only initiative incentivizing and educating…

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7 Things the CEO of a Billion Dollar Investment Firm Does with his Personal Portfolio When the Market Drops 1,000 Points

It’s February 24, 2020, and the Dow Jones Industrial Average just dropped a little over 1,000 points. The coronavirus scare has created a worry in the financial markets that global growth will begin to slow. Someone asked me: “What do you do with your portfolio when the markets drop suddenly?” It’s a powerful question. You don’t have to be a…

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Krilogy News

SECURE Act – 10 Things You Need to Know

This important update is presented to you by the Krilogy Financial Planning Committee. We are committed to keeping you informed about developments that may affect your plan, and what actions are being taken to keep it on track. When changes occur in the basic framework or key aspects of your financial universe, we serve as your trusted guides, helping you…

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Krilogy® Associate Wealth Advisor Hanh Nguyen Named to the 2020 List of St. Louis’ Best Wealth Advisors

Each year, St. Louis Small Business Monthly compiles its list of the St. Louis region’s best wealth advisors, as nominated by readers. This year, Krilogy is pleased to announce that Associate Wealth Advisor Hanh Nguyen has been named to the 2020 list. In 2016, Hanh joined Krilogy’s St. Charles County team, bringing his extensive background in education to the firm….

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Divorce Financial Planning: What to Do Before, During and After a Divorce

Divorce is one of the most emotional events a person can face in his or her lifetime. There are periods of grieving, anger, fear, and insecurity. Regardless of how amicable the split may be, the parties involved experience pain which can lead to decisions based on emotion rather than an informed process. This can be dangerous to a person’s financial…

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