Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Search in posts
Search in pages

Krilogy Flatlay

2019 Newsletter, Volume Four

Posted on October 21, 2019 by Krilogy

 

Kent Skornia

From the Desk of the President, 2019 Volume Four

Posted on October 21, 2019 by Kent Skornia

There’s No Place Like Home Welcome! We’ve arrived at the final months of this captivating decade. As I envision the myriad of things that will unfold during the next ten years, I find myself drawn to the bedrock value of belonging. One example that I’m particularly proud of as a leader is the feeling of home that the Krilogy team…

Read More→

Krilogy Emblem

Investment Committee and Investment Advisory Department Report, 2019 Volume Four

Posted on October 21, 2019 by Krilogy

Markets Resilient For Third Straight Quarter The steady gains of early 2019 are more variable now. U.S.-China trade war uncertainty, and a lack of clarity on interest rate policy, caused a sharp increase in volatility mid-quarter. Even so, the S&P 500 remained resilient and finished close to the all-time highs of late July. 3rd Quarter Performance Review Markets showed impressive…

Read More→

Krilogy cares run

Krilogy Giving Back: Pedal the Cause, 2019 Volume Four

Posted on October 21, 2019 by Krilogy

Team Krilogy Financial/Team POB hit the course once again on September 29th, in support of cancer research at Siteman Cancer Center and Siteman Kids at St. Louis Children’s Hospital. A full report of Team Krilogy’s contributions, and the overall event, will appear in our January newsletter. Krilogy Tax CPA, Matt Mercer, and his wife Kelsey founded Dueling for Lincoln after…

Read More→

Kent Skornia

From the Desk of the President, 2019 Volume Three

Posted on July 31, 2019 by Kent Skornia

Values: The Soul of the Organization I believe that given the opportunity to build something from scratch, create the best version possible. This was a guiding principle when I established Krilogy in 2009, and it remains a primary focus as we craft portfolios, manage money and grow the team. The focus on creating the “best version possible” in Krilogy led…

Read More→

Clemons_Breonna

Breonna Clemons Joins Krilogy’s Investment Advisory Team

Posted on July 31, 2019 by Krilogy

The Investment Advisory Team at Krilogy includes a group of professionals focused on managing Krilogy portfolios, performing ongoing analysis and executing dynamic rebalancing to ensure clients’ plans remain aligned with their goals. As Krilogy continues its path of deliberate growth, the IA team has followed suit, most recently adding Breonna Clemons as an Investment Advisory Associate. Clemons holds several years…

Read More→

Krilogy Financial

Investment Committee and Investment Advisory Department Report, 2019 Volume Three

Posted on July 31, 2019 by Krilogy

Volatility Has Returned, Yet Markets Have Been Resilient The steady gains of early 2019 are more variable now. After a strong first quarter historically-typical volatility has returned, driven by uncertainty. U.S.-China trade relations, the Federal Reserve’s interest rate policy and the state of the world’s economies caused a May pullback of more than 6% in the S&P 500. Stocks broadly…

Read More→

Jaime Shelton

Team Spotlight: Firm Operations, 2019 Volume Three

Posted on July 31, 2019 by Jaime Knaeble

Welcome to Clearly Krilogy, a new series offering glimpses into the teams behind the scenes who make our work for you run smoothly. I’m pleased to introduce you to the Operations Team, a group of individuals whose mission is to relentlessly serve our clients, team and community with the highest level of dedication, abundance and leadership. We foster this through…

Read More→

Kent Skornia

From the Desk of the President, 2019 Volume Two

Posted on April 29, 2019 by Kent Skornia

A Perspective on Returns What role do returns play in your financial world? To some, returns take center stage in conversations, becoming a source of pride and focus. Returns are an important driver of your financial plan, and are one component of your overall journey. I have recently noticed an uptick in messaging about advisors serving as financial coaches for…

Read More→

Krilogy Financial

Investment Committee & IA Department Report, 2019 Volume Two

Posted on April 29, 2019 by Krilogy

A Strong Start to the Year, But Risks Remain January marked a strong turn-around from December’s lows. Stocks rebounded strongly in the first quarter, thanks to improving U.S.-China trade relations, the Federal Reserve’s announced pause in rate increases, and an improving outlook for corporate earnings. The market’s performance during the first quarter was welcome following the volatility and jitters of…

Read More→

Next Page »

About Krilogy

Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.

Elevate your
financial well-being.

You’re ready.

Get Started Now