Krilogy Financial

Investment Committee & IA Department News – February 2017

Fear the Consensus? As we transition into 2017, it’s fair to say that 2016 was a test in fortitude as it relates to investing, a year littered with skepticism and uncertainty. After experiencing a sell-off at the beginning of the year of over 11% in the S&P 500, as well as volatility around the Brexit vote in June to name…

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Krilogy Financial

In the Community – February 2017

2017 marks the second year for Krilogy’s community outreach program, Krilogy Cares. Launched in 2016 as a vehicle to invite teamwork and support of a local non-profit, our first year of Krilogy Cares program raised funds and volunteerism for our inaugural partner, Special Olympics. Special Olympics was nominated by Megan Lockhart, and chosen in a drawing at our January, 2016…

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Steve Green

Senior Vice President and Senior Financial Advisor Stephen Green CFP® Named Among St. Louis’ Best Wealth Managers – February 2017

(As selected by the readers of St. Louis Small Business Monthly) St. Louis Small Business Monthly recently released its annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. This year, Krilogy is pleased to announce that Senior Vice President and Senior Financial Advisor Steve Green has earned a spot on the list, which is featured…

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Kent Skornia

From the President – February 2017

Today, we find ourselves at a time in history where the need for communication, collaboration, and the search for solutions to our challenges remains high. In Missouri, a new Governor has recently taken office, and as the world watched, a new President has been sworn in. Both are outsiders, vowing to disrupt the politics-as-usual manner of operating at the state…

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Your Life Insurance Needs an Annual Checkup Too

Regular check-ups are a part of life. Your health, your car, and even things like your furnace are checked out annually, if not more frequently. Yet when it comes to life insurance, you may think that policy you purchased many years ago is fine just sitting in a drawer. There are several reasons that this is a dangerous practice, because…

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Krilogy Financial

How the Department of Labor Fiduciary Rule May Impact You and Your Relationship with Your Financial Advisor

Perhaps you’ve read about the Department of Labor’s Fiduciary Rule, which is scheduled to go into effect in April, 2017. To sum it up, the new rule places regulations on those who offer investment advice on retirement accounts, requiring them to act as fiduciaries, which means they act solely in the client’s best interest when offering financial services and advice….

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Kent Skornia

From the President – November 2016

This year, we witnessed a presidential election which, in the minds of many, was unlike any we’d ever seen. There was very passionate debate, as well as a great deal of fear surrounding both candidates. Many parents, myself included, experienced their children becoming aware of the political process for the first time, and asking pointed questions about a variety of…

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Nathan Holt

Advisor Spotlight – Nathan Holt – November 2016

When Nathan Holt started his career here at Krilogy in 2010, we knew we had attracted an amazing young talent, but we also knew that Nathan was someone with vision who would not only help shape our processes, but would also offer clients a sincere sense of empathy and willingness to help even through the most challenging of times. His…

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Krilogy Financial

Investment Committee & IA Department News – November 2016

BREAKOUT OR BREAKDOWN? With the S&P 500 having spent the last 3 months in a tight 3% trading range, the question on the mind of many investors relates to the direction that this range-bound market ends up moving in and how a Trump Presidency may influence it. Prior to the election outcome, very few had the stated expectation that the…

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Krilogy at the Special Olympics of Missouri

In the Community – November 2016

This year, Krilogy established a new community initiative called Krilogy Kares in which a charitable organization was chosen for the team to partner with in 2016. The Krilogy Kares partner for 2016 is the Special Olympics of Missouri, nominated by Megan Lockhart. Megan began working with Special Olympics when she was in college, volunteering at bowling and basketball nights. She…

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