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 in decision making, as we contemplate what may lie ahead for investors.
Market Perspective Video | May 2023
About the Author
John enjoys working with individuals and families alongside his teammates Jacob Steingrubey CFP® and Robin Grayek. John takes pride in being able to bring an institutional style of portfolio construction, management and non-traditional wealth management strategies to families with which he and his team have the pleasure to work.
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As President & CEO of Krilogy, Kent has led the firm to become one of the fastest growing wealth management and financial services firms in the country since its founding. Krilogy has since expanded its offerings from world class wealth management to personal tax consulting as well as company sponsored retirement planning.
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Each year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
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