Krilogy

Check out Krilogy's latest Market Perspective video. In our October discussion, Kent Skornia and John McArthur, CIMA® touch on pre-election market implications, along with the influence of liquidity on markets and what the rate cutting cycle could mean for markets.

It is Estate Planning Awareness Week! Learn why estate planning matters, key components of an estate plan, and steps to get started below. Contact Krilogy Law today at 314-480-3809 to learn how we can help you and your family update or establish an estate plan.

Krilogy's Quarterly Market Newsletter for Q4 has just been posted, check it out! The rotation into defensive sectors dominated last quarter with utilities being the top performing sector. As long-term investors, we believe market highs present an ideal opportunity to assess your current risk exposures and allocations to ensure they remain in line with your long-term investment objectives.

In this episode of Krilogy's Monthly Market Perspective, Kent Skornia and John McArthur have a discussion about the stock market advance amidst liquidity-induced tailwinds as the US economy shows signs of resilience with traditional recessionary warning signs.

The markets rallied last week on the heels of a policy shift by the Fed. The Dow and S&P 500 hit new all-time highs with the NASDAQ only 4% below its all-time high set in July of this year. We believe investors should review their desired risk levels and how their current allocation aligns with that level. We anticipate volatility to be elevated through the end of the year as valuations remain elevated and as we move closer to the contentious election.

The markets experienced their largest weekly decline in over a year last week. We expect volatility to remain elevated through the end of the year. We believe investors should evaluate their strategic asset allocation to ensure it still aligns with their long-term investment objectives and implement a systematic rebalancing approach that can help their portfolio remain aligned with their desired risk budget.

Great opportunity to join a fantastic hyper growth team!

Krilogy's latest Market Perspective video is here! In this month’s discussion, we hear from Krilogy President & CEO Kent Skornia, as he shares insights from meaningful conversations he’s had with wealth advisors and clients of the Firm.

We're hiring! Krilogy is seeking a professional and responsible Financial Planner who will directly support Senior Wealth Advisors in serving existing and potential clients. This team member will perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to use critical-thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates are detail-oriented, structured and have a high degree of follow-through. Visit our website to apply!

The highly anticipated rate cuts will likely start next month following a dovish shift in tone from policymakers. Market breadth improved on the news with small caps leading the major indices last week, finishing up 3.62%. Historically, we are moving into a seasonally volatile period and especially so during election years. We believe implementing a systematic, rules-based rebalancing program removes the emotion during these times while, trimming high and adding low, keeping portfolio risk levels in alignment with your strategic allocations developed to achieve your long-term objectives and goals.