Market Perspective Video | May 2023

Krilogy’s John McArthur (CIO) and Kent Skornia (CEO) look back on the markets in May and look forward to what June brings. Plenty of noise and headlines are currently present in the market to distract and influence investors in their decision making. We discuss the importance of discipline and process and why it’s important to be mindful of recency bias…

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Weekly Market Recap | May 30, 2023

Week in Review Equity Markets: The S&P 500 finished the week with a modest return of 0.3%. The NASDAQ finished the week up 2.52% and widened the spread for growth outperformance relative to value for the year. Large Cap growth has outperformed Large Cap value by a 22% year-to-date1. Growth is up 21.3% while value is in the red by…

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Weekly Market Recap | May 22, 2023

Week in Review Equity Markets: The markets had a strong week and the S&P 500 briefly moved past the 4,200 mark; which has been a major topside level. The S&P finished the week up 1.6% while the NASDAQ extended its year-to-date spread finishing up 3%. Growth has outperformed Value in a large way this year1, reversing the Value trend last…

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Successfully Navigating Estimated Payments to a Safe Harbor | May 2023

Another tax season has come and gone, and (hopefully!) you got your return filed on time.  Did you wind up having to write a big check to the government, making you wonder “Why do I still owe taxes?”  We can help answer that question: https://www.krilogy.com/why-do-i-still-owe-taxes/ Or maybe your tax preparer gave you vouchers and instructions to make estimated tax payments…

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Weekly Market Recap | May 15, 2023

Week in Review Equity Markets: The S&P 500 remained rangebound last week following a late rally into the close on Friday, ending the week slightly negative by 0.3%. The market has been stabilized by the mega-cap technology names that have surprised on the earnings front. Market breadth remains narrow as we enter the end of the first-quarter earnings season. There…

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Weekly Market Recap | April 24, 2023

Week in Review Equity Markets: The markets ended the week essentially flat after trading in a very tight range. The S&P 500 is up 7.7% for the year and has recovered essentially all of the losses from February and March and is trading near the year-to-date high. 18% of S&P 500 companies have reported first-quarter earnings so far. 76% have…

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Weekly Market Recap | April 17, 2023

Week in Review Equity Markets: The markets traded in a tight range last week, with all of the major indices ending positive. The S&P 500 finished the week up by 0.8%. The S&P is positive 7.8% year-to-date; despite the macroeconomic events so far this year. Earnings season kicked into full gear last week, with the major banks starting to announce….

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Quarterly Insights | April 2023

Soft Landing or Hard Impact? Inflation has been one of the primary risks to the broader US economy, and thereby the investment markets. In nine straight meetings, we have seen the Federal Open Market Committee act to slow down the economy by raising the Key Rate (the Federal Funds Rate) by 475 basis points. The Key Rate currently stands at…

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Krilogy Financial

2022 Retirement Account Deadlines

The upcoming tax deadline of April 18, 2023, looms large for millions of taxpayers, but it’s also the deadline for a few other things that you may need to know about, some of which can favorably help you with your 2022 tax return. In addition to being the date by which your Form 1040 Individual Tax Return needs to be…

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Weekly Market Recap | March 27, 2023

Week in Review Equity Markets: Intra-day volatility was a common occurrence last week. On multiple days we saw moves of 3%, swinging very quickly from positive to negative, and on occasion ultimately reversing back to positive. Ultimately, the S&P 500 ended the week up by 1.4% and increased its year-to-date performance to +3.4%. Sentiment has deteriorated since the start of…

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