Michael Brown

The Biggest Mistake Baby Boomers Make When Planning for Retirement

Today, like no other time in history, there are more ways to communicate than ever. Texting, E-mail, Messenger, Snapchat, and Twitter, are just a few options on the ever-growing list of ways to connect. While these methods of communication accomplish the basic communication requirements, they all lack the interpersonal connection that is sometimes needed in the relationship. Good old-fashioned face-to-face…

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Hanh Nguyen

Krilogy Financial® Welcomes Financial Advisor Hanh Nguyen

St. Louis, MO- Krilogy Financial®, a St. Louis-based financial services firm, has added Hanh Nguyen to the team of Financial Advisors in its St. Charles County office. In this position, Nguyen will work with clients to develop wealth management plans leveraging Krilogy’s disciplined planning and investment practices. “We are very fortunate to have attracted Hanh to Krilogy,” said Michael Brown,…

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John McArthur

Krilogy Senior Partner and Chief Investment Officer, John M. McArthur, Earns CIMA® Certification

John M. McArthur, Senior Partner and Chief Investment Officer at Krilogy Financial®, a St. Louis-based financial services firm, recently earned his Certified Investment Management Analyst® Certification from the Investment Management Consultants Association (IMCA). McArthur is among an elite group of professionals globally to hold a CIMA® certification, and one of less than 2% of financial advisors in the United States…

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Patrick Monahan

The Four Basic Client-Advisor Communications: Are You Getting Them?

When it comes to working with a financial advisor, many people are unsure of what to expect. They don’t know how often they should be communicating with their advisor, or what kind of feedback is appropriate on a regular basis. I believe that there are four basic communications that should happen on a routine basis between an advisor and his…

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John McArthur

Your Money and Process for Monitoring Your Financial Life

It’s more atypical for someone to achieve their retirement goals without a plan and the discipline and resources to navigate through it. Skill and insight are required, but the importance of well-established habits and monitoring progress can’t be understated. The same is true in many other aspects of life. Pilots, for example, need special skills to do their job. They…

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Krilogy Financial

Krilogy Financial Earns a Spot on the Inc. 5000 List of the Country’s Fastest Growing Companies

For the third year in a row, Krilogy Financial®, a St. Louis based wealth management firm, has been named to the Inc. 50001 list of the fastest growing companies in the United States. Krilogy ranks at number 2315 on the 2016 list, with a growth rate of 157%. “Over the last few years, we’ve grown in a very steady and…

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Kent Skornia

From the President – August 2016

In 2015, Krilogy embarked on a journey to increase our footprint in the St. Louis region, and provide clients throughout the area with greater access to service. The first step on that path was the opening of Krilogy St. Charles, which has grown 40% over the last year under the leadership of Michael Brown. Last month, the journey continued as…

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2016 Gateway Dragon Boat Festival

In the Community – August 2016

Gateway Dragon Boat Festival to Benefit Operation Family Healthcare Earlier this summer, the Krilogy team participated in the 2016 Gateway Dragon Boat Festival at Creve Coeur Park. This is the third consecutive appearance by the team, dubbed “Wake My Day,” who once again this year took home the First Place Trophy for their category. The event raised money for Operation…

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Jeff Hercules

Advisor Spotlight – Jeff Hercules – August 2016

There are many team members who joined Krilogy in the early days of the firm, that helped to build and shape Krilogy into what it is today. Jeff Hercules is another shining example of the hard work, commitment to clients, and belief in the vision of what Krilogy would quickly become. Today, he manages the Krilogy St. Louis County office…

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Krilogy Financial

Investment Committee & IA Department News – August 2016

New all-time highs for the S&P 500, so what’s next? As we advance through the 3rd quarter of 2016, we have seen a broad-based consistency in returns amongst many asset classes this year, which starkly contrasts to what we, as investors, had experienced in 2015, when virtually nothing seemed to work. In a somewhat refreshing change, the historically higher beta…

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