Krilogy Financial

Investment Committee & IA Department News – 3rd Quarter 2017

Stocks vs. Bonds and What Matters Most We continue to find ourselves in the second longest bull market since World War II and the second most expensive in the same period.2 However, that doesn’t mean it can’t last, as it’s also been one of the slowest bull markets, from a growth perspective. There has been plenty of discussion in the…

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Harvey Kornblum Jewish Food Pantry

In the Community – 3rd Quarter 2017

Earlier this summer, the Krilogy team helped to heat things up in the kitchen at this year’s Top Pantry Chef event at the Harvey Kornblum Jewish Food Pantry, the 2017 Krilogy Cares partner. The evening’s competition featured three local chefs, Michael Del Pietro from Sugo’s, Private Chef Brad Hartman, and Matthew Clickert from Cardwell’s at Plaza Frontenac. Each chef was…

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Kent Skornia

From the President – 3rd Quarter 2017

We at Krilogy often talk about our best-in-class trading and technology platform, one that allows our clients access to their information and our advisors the ability to better serve the clients. While there are many facets of the technology solutions we provide, the foundation for it all comes from Charles Schwab. When I founded Krilogy in 2009, the goal was…

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Pat O'Brien

Krilogy Financial® Partner J. Patrick O’Brien Earns Certified Trust & Financial Advisor Designation

St. Louis, MO – Krilogy Financial®, an independent wealth management firm with multiple locations in St. Louis, is pleased to announce that Partner and Senior Financial Advisor J. Patrick O’Brien has been awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. In addition to his CTFA, O’Brien…

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Stacy Flanagin

Why We Must Close the Gender Gap In Family Financial Planning

It still happens quite frequently. I meet with a man and woman to create or review their financial plan and find that the man is doing most of the talking while the woman remains silent. Perhaps it’s a married couple in which the husband has taken control of the family finances, or maybe it’s a single female professional who has…

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Krilogy Financial

Krilogy Makes a Repeat Appearance on the 2017 St. Louis Business Journal’s List of the Region’s Fastest Growing Companies

For the fourth year in the row, Krilogy Financial® has earned a position on the 2017 annual list of Fastest Growing Privately Held Companies in St. Louis. The list, researched and compiled by the St. Louis Business Journal, ranks companies by revenue growth over a three-year period from 2014-2016. Kent Skornia, Krilogy’s President and CEO, attributes this growth to several…

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Lauren Polsgrove

Lauren Polsgrove Joins the Krilogy Financial® Team

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Lauren Polsgrove has joined the firm as Practice Manager to Krilogy Partners, Pat O’ Brien and Patrick Monahan, and Senior Financial Advisor, Stephen Green. In her role, she will work closely with the Krilogy team, supporting wealth…

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Matt Haywood

The Top Five Questions to Ask Your Retirement Plan Advisor

An employer sponsored retirement plan provides a great benefit for every company, serving as an added perk for attracting and retaining good talent. It’s also an immense responsibility, and if not managed properly, can become a liability. That’s why it’s important to work with an advisor who has your best interest at heart and has the experience you need to…

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Kent Skornia

From the President – 2nd Quarter 2017

I was recently asked to describe the reasons behind Krilogy’s continued growth over the last several years. As I contemplated my response, I noted that while our geographic footprint, team of advisors, and assets under management have increased, it’s Krilogy’s commitment to our “client first, firm second” philosophy that has propelled our growth. I’m humbled by the feedback that I…

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Krilogy Financial

Investment Committee & IA Department News – 2nd Quarter 2017

ASSET ALLOCATION AND MANAGING RISK Is it any wonder we see the significant rise in “passive” investing, or indexing, when only 19% of large cap managers outperformed their benchmark in 2016? Further, I’m sure it’s not too surprising that we saw record inflows into passive strategies during the first quarter this year in both equity and fixed income. In 2016,…

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