The S&P 500 rallied to a new all-time high and finished the week up 1.6%. We believe the tailwind from multiple expansion is limited and the market will need to see continued improvements in earnings expectations. Volatility remains historically low and we expect to see an uptick as we move into the summer months and closer to the election.
Krilogy
Financial Services
Creve Coeur, Missouri 2,516 followers
You're Ready. With Krilogy, your financial vision comes to life with enhanced clarity and focus on what matters most.
About us
The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. 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. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: - Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. - Abundance: Going beyond the financial plan to guide you to financial independence and well-being. - Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life’s changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team’s knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you’re ready. - Founded 2009 - Independent Registered Investment Advisor (RIA) Firm, Fiduciary Advisors - $2.1 Billion in Assets - Custodians: Charles Schwab, Fidelity
- Website
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https://www.krilogy.com
External link for Krilogy
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Creve Coeur, Missouri
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Wealth Management, Retirement Planning, Investments, Insurance Planning, Benefits, Estate Planning, Portfolio Strategists, Market and Portfolio Analysts, Financial Planners, and Certified Public Accountants
Locations
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Primary
275 N. Lindbergh Blvd.
Suite 20
Creve Coeur, Missouri 63141, US
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1 Mid Rivers Mall Drive
Suite 120
St. Peters, Missouri 63376, US
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5976 Howdershell Road
Suite 107
St. Louis, Missouri 63042, US
Employees at Krilogy
Updates
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The S&P 500 extended its win streak to two weeks, ending the week up 0.56%. Upbeat earnings reports and hopes of a rate cut, fueled by cooling labor market reports, helped push the index higher. Surprisingly, companies have continued to improve their profitability and we believe this will be a key data point to watch as we could be in the early stages of a consumer pullback.
Weekly Market Recap | May 6, 2024
https://www.krilogy.com
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Last Thursday was truly special at Krilogy. Our Chief Investment Officer John McArthur, CIMA®, hosted an insightful fireside chat with the distinguished market voice Liz Ann Sonders. Krilogy Partner Karen J. Maurer, CFP was our emcee and our visionary founder Kent Skornia delivered inspirational comments. At Krilogy, we're passionate about bridging the gap between experts and clients, and events like these are a testament to that commitment. #Krilogy #BridgingTheGap #ToInspire #ToServe #ToEnrichLives
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The S&P snapped a weekly string of declines and finished up 2.68% on the back of strong earnings reports last week. Investors should be prepared for continued volatility as we are in a seasonal period that has historically shown to be challenging. A systematic rebalancing plan can help investors remove the emotion from the daily market swings by “trimming high and adding low”, keeping your portfolio’s risk exposures and desired allocations in line to meet your long-term investment goals.
Weekly Market Recap | April 29, 2024
https://www.krilogy.com
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Join us in welcoming Matt Ott AIF® to the (K) Plans team. With the addition of Elk Advisory Group, Matt has been named President of (K) Plans, leading a team of Advisors solely dedicated to managing $500 million in Retirement Plan assets and serving 7,500 Plan Participants. (K) Plans was formed by Krilogy in 2022 to support employers offering retirement savings plans, such as 401(k), 403(b), Simple IRAs, and profit sharing, among many others. Prior to joining (K) Plans, Matt spent the previous 20 years of his career in the securities industry consulting with companies in the Midwest around how to best design and implement their company-sponsored retirement plan.
Elk Advisory Merges with Krilogy’s (K) Plans Employer-Sponsored Retirement Plans Advisory Firm
https://www.krilogy.com
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Check out Krilogy's April edition of our Quarterly Market Newsletter. The S&P 500 rallied over 10% in the first quarter and we saw a broadening of participation. Volatility remained low throughout the quarter but we believe investors should be prepared for its reemergence as election season begins to ramp up.
Quarterly Market Newsletter | April 2024
https://www.krilogy.com
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Our latest Market Perspective video with John McArthur and Kent Skornia is here. In our most recent discussion, we share overall insights on today's market along with exploring a shift that has been underway in sectors outside of technology in both earnings trends and price.
Krilogy's March 2024 Market Perspective
https://www.youtube.com/
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The S&P 500 ended the week down 0.93% following a broad sell-off on Thursday. We believe investors should be prepared for the reemergence of volatility following months of little to none. We also believe investors should take times like now, near all-time highs, to review their portfolios to ensure they remain in line with their strategic allocations and long-term objectives.
Weekly Market Recap | April 8, 2024
https://www.krilogy.com
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The holiday-shortened week saw the S&P 500 rise modestly by 0.4% while still hitting all-time highs. As we see the next earnings season kickoff, we believe investors should pay close attention to profit margins and current market multiples. While not extreme, the 21.2x forward multiple on the S&P 500 warrants the need for investors to review their strategic allocations and evaluate current portfolio risks.
Weekly Market Recap | April 1, 2024
https://www.krilogy.com
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In our February Market Perspective, we explore what fewer interest rate cuts amidst what’s been a more resilient economic backdrop may mean for markets and investor portfolios. Check out Krilogy's latest Market Perspective video here:
Krilogy's February 2024 Market Perspective
https://www.youtube.com/