Pat O'Brien

Advisor Spotlight – Patrick O’Brien – February 2016

Each issue of the Krilogy newsletter features a Krilogy advisor who has been selected by the team as a standout in terms of leadership, commitment to Krilogy values, and focus on accomplishment. This quarter, the team has selected Krilogy Senior Financial Advisor J. Patrick O’Brien, CFP®, CFS®. When it comes to client experience, few can match what Krilogy Senior Financial…

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Jacob Steingrubey

Krilogy welcomes Financial Advisor Jacob Steingrubey

St. Louis, MO- Krilogy Financial, a St. Louis-based financial services firm, has added Jacob Steingrubey to its team of advisors. Jacob’s personal and professional life is dedicated to cultivating lasting friendships. As a financial advisor at Krilogy, he will focus on creating financial plans for clients that want to align the vision for their future with a customized financial plan….

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Pat O'Brien

After the Settlement: Managing Your Finances for the Long-Term

Going to court is never a fun or easy thing for the parties involved. In most cases, you’re there because you’ve been involved in an accident, experienced a hardship, or been through some sort of tragedy. There’s a sense of relief when it’s over and the settlements have been finalized, but believe it or not, that’s just the beginning of…

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John McArthur

The fundamentals of rebalancing your portfolio

We often get questions about rebalancing portfolios and when to do it. What should trigger a rebalancing? Should it be done every January or should it follow a criteria based on numbers? What about tax implications? And how do I know when to get a pro involved? Let’s tackle these three questions one at a time. January: A great time…

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Nathan Holt

Maximize Your Impact on Retirement Savings in Your 40s and 50s

Many professionals are at the pinnacle of their careers in their 40s and 50s. They’ve worked hard to achieve certain positions, responsibilities, salaries – and maybe even hold an esteemed status or recognition in the community. While that focus is important and admirable, it’s key to remember that these two decades of life are critical for your retirement planning and…

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Kevin Reynolds

Tax Loss Harvesting: A Tax Saving Strategy

If you’re like many investors, you felt the impact of this year’s market correction. Perhaps you experienced losses in certain asset classes, or saw specific investments fall in value. Your first reaction may be emotional, or you may feel there isn’t much you could do about it. But what if I told you that a market correction could deliver a…

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Kristin Fomon

Why Women Need to Invest More and Plan Smarter for Retirement

A generation or two ago, women were not usually the decision makers in family finances, and may not have even been part of the conversation. Today, more women than ever are the breadwinners in our homes, and do initiate the financial talks in our families. Even though we are carrying this financial responsibility, we are generally not as bold or…

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Matt Haywood

What Employers Need to Know about Their Company’s Retirement Plan

There once was a time when offering your employees a 401k or other company-sponsored retirement savings plan was a nice perk. Maybe your company offered one, or maybe it didn’t. Today, however, a good 401k plan can serve as a valuable tool for attracting (and retaining) talent, and provides nice benefits for your employees. That being the case, you may…

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Alz-Walk-2015

In the Community – November 2015

For the second year in a row, Krilogy Senior Financial Advisor Patrick Monahan played a leading role in the 2015 Walk to End Alzheimer’s, an annual event to raise money for research and support of families living with the disease. In 2014, Patrick was instrumental in forging a relationship with former Blues player T.J. Oshie and his father, Tim to…

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Robin Grayek

Krilogy Financial Adds Robin Grayek as the Firm’s New Executive Assistant

Krilogy Financial, a St. Louis-based financial services firm, has hired Robin Grayek as its new Executive Assistant. In her role, Grayek will support Krilogy President Kent Skornia and Senior Partner, John McArthur. “Robin brings a wealth of experience in the financial services industry,” said Kent Skornia. “She has worked with clients for many years, helping them to coordinate their financial…

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